APSS - Register of Relevant Interests and Duties
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1 APSS - Register of Relevant Interests and Duties APRA's Prudential Standard SPS 521 (Conflicts of Interest) provides the following definitions for Relevant Duty and Relevant Interest : Relevant Duty Refers to any duty owed by the RSE (Registrable Superannuation Entity) licensee, or Responsible Persons of the RSE licensee, to beneficiaries or to any other person (including organisations) that the RSE licensee has determined is relevant because it might reasonably have potential to have a significant impact in regards to acting in the best interests of members. Relevant Interest An interest of the RSE (Registrable Superannuation Entity) licensee, an associate of the RSE licensee or a Responsible Person of the RSE licensee refers to any interest, gift, emolument or benefit, whether pecuniary or nonpecuniary, directly or indirectly held by the RSE licensee, the associate or the Responsible Person that the RSE licensee has determined is relevant because it might reasonably have potential to have a significant impact in regards to acting in the best interests of members. The tables on the following pages show relevant duties and interests held by the Responsible Persons of the RSE licensee. NOTE: Conflict Management: The Board requests that Directors be excluded from voting on matters if a direct conflict arises in relation to those positions. The following notes reference the top row of the tables on pages 2 to 6: 1 Position means the position involving duties to beneficiaries of the Fund. 2 Other Positions are any positions involving duties to other persons or organisations. 3 Shareholdings or Associations refers to shareholdings in (or associations with) relevant service providers to and major shareholdings (shares and securities that exceed 10% of the total amount on issue, direct or indirect). 4 APSS Member refers to whether the Responsible Person currently has in the Australia Post Superannuation Scheme (APSS) and/or associated funds. 5 etc. only applies to gifts, hospitality, benefits provided by persons in connection with, its service providers and associates. Factors to take into account in determining whether the gift, hospitality, payment or other benefit is required to be disclosed include: (a) whether it is a one-off occurrence or is ongoing; (b) the extent to which the role of the person giving the benefit influences the duties owed by the RSE licensee to beneficiaries; and (c) the dollar value of the interest (an indicative threshold is $250 per person). 11 July 2017 Page 1
2 Register of relevant interests and duties of Responsible Persons Trustee Directors Mark Birrell Pty Ltd (ACN ) Chairman, Infrastructure Australia Director, Victorian Chamber of Commerce and Industry Chairman, Regis Healthcare Limited Trustee of personal superannuation fund, Mark Birrell Superannuation Fund Chairman, Australian Payments Council James Marshall Director and Vice Chairman, Sai Cheng Logistics International Co Ltd Director, Westmarsh Pty Ltd Contractor, Michael Tenace General Manager, Group Procurement and Environment, Michael Tull Assistant National Secretary, Community and Public Sector Union Director, Centre for Australian Progress Limited Director, Shared Advantage Ltd 11 July 2017 Page 2
3 Register of relevant interests and duties of Responsible Persons Trustee Directors Gregory Rayner National President, Communications Electrical and Plumbing Union of Australia (CEPU) Divisional Secretary, CEPU Communications Division National President & Chairman, National Council CEPU Bryan Watkins Branch President CWU (WA) - A Division of the CEPU Christopher Blake Executive General Manager, Group Services, Chairman, Brain Australia Pty Ltd Chairman, Foundation for Imaging Research Pty Ltd Director, APost Innovation Pty Ltd Ambassador, The 100% Project Pricewaterhousecoopers Unfunded Partner Pension 11 July 2017 Page 3
4 Register of relevant interests and duties of Responsible Persons Executive Officers Stephen Milburn-Pyle General Manager, Australia Post Superannuation Scheme, Chief Executive Officer, PostSuper Pty Ltd Director and Chairman, Private Syndicate Pty Ltd Director, President, Treasurer & Secretary, Private Syndicate (US) Inc. Member, Walter & Eliza Hall Institute of Medical Research Investment Committee 25 January 2017 Attended the Australian Open tennis, preceded by dinner as a guest of Macquarie Investment Management Catherine Elmes Head of APSS Member Services, Vanguard High Growth Index Fund (73,081 units) Vanguard International Shares Index Fund (33,090 units) Vanguard Australian Shares Index Fund (20,485 units) Violette Stewart Manager, APSS Risk & Governance, Australian Postal Membership 11 July 2017 Page 4
5 Register of relevant interests and duties of Responsible Persons Executive Officers Neale Sturt Head of APSS Governance & Operations, Ezinne Udeh Martinez Head of APSS Investments, Director, Private Syndicate Pty Ltd Director, Private Syndicate (US) Inc. 25 January 2017 Attended the Australian Open tennis, preceded by dinner as a guest of Macquarie Investment Management. 27 January 2017 Attended the Australian Open tennis, as a guest of Principals Funds Management/LSV Asset Management. 11 July 2017 Page 5
6 Register of relevant interests and duties of Responsible Persons External Service Providers Matthew Burgess Scheme Actuary, Australia Post Superannuation Scheme Senior Consultant, Towers Watson Australia Pty Ltd Actuary to: - Telstra Superannuation Scheme - ANZ Australian Staff Superannuation Fund - Local Authorities Superannuation Fund (Vision Super) - New Zealand Government Superannuation Fund (May also provide actuarial advice to other clients of Towers Watson Australia Pty Ltd) Director, Clayton Christadelphians Pty Ltd (An incorporated Christian Church) Maria Pallisco Approved Auditor, Australia Post Superannuation Scheme Partner, Ernst & Young Approved Auditor/Auditor to: - REI Super - TWU Super - Media Super - Guild Retirement Fund - Maritime Super - Linfox Super - The Flexible Benefit Super Fund - Prime Super - Nulis Nominees - Plum Financial Services - MLC Nominees - Copia Investments - Catholic Church Insurance - Luminar Investments - PostSuper Pty Ltd - Private Syndicate Pty Ltd Director, Marlilu Pty Ltd 11 July 2017 Page 6
7 Register of interests of RSE licensee and associates The table below shows relevant interests held by PostSuper Pty Ltd, the RSE licensee of the Australia Post Superannuation Scheme (APSS), and associates of the RSE licensee: Owner of relevant interest Details of relevant interest Additional details RSE licence PostSuper Pty Ltd PostSuper Pty Ltd, in its capacity as trustee of, owns (directly or indirectly) all of the issued share capital in Private Syndicate Pty Ltd and Private Syndicate (US) Inc. Associates of RSE licensee Private Syndicate Pty Ltd Private Syndicate (US) Inc. Both Private Syndicate Pty Ltd and Private Syndicate (US) Inc. are solely used as wholly-owned investment vehicles of the Fund. 11 July 2017 Page 7
APSS - Register of Relevant Interests and Duties
APSS - Register of Relevant Interests and Duties APRA's Prudential Standard SPS 521 (Conflicts of Interest) provides the following definitions for Relevant Duty and Relevant Interest : Relevant Duty Refers
APSS - Register of Relevant Interests and Duties
APSS - Register of Relevant Interests and Duties APRA's Prudential Standard SPS 521 (Conflicts of Interest) provides the following definitions for Relevant Duty and Relevant Interest : Relevant Duty Refers
APSS - Register of Relevant Interests and Duties
APSS - Register of Relevant Interests and Duties APRA's Prudential Standard SPS 521 (Conflicts of Interest) provides the following definitions for Relevant Duty and Relevant Interest : Relevant Duty Refers
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