Document revealing the date of Change of Fund Status - NAB Staff Super Fund
Phillip Sweeney made this Freedom of Information request to Australian Prudential Regulation Authority
This request has been closed to new correspondence from the public body. Contact us if you think it ought be re-opened.
Dear Australian Prudential Regulation Authority,
I refer to the spreadsheet published by APRA titled "Annual Fund-Level superannuation Statistics Back Series June 2019"
For the year ended 30 June 2014 the status of the National Australia Bank Group Superannuation Fund A was recorded as "Not for profit status".
The trustee was recorded as "National Australia Bank Superannuation Pty Ltd".
Ownership was recorded as "Employer sponsor corporation ownership"
Governance type was recorded as "Equal representation as required by legislation"
Member Benefits were recorded as $3.981 billion.
For the year ended 30 June 2015 the status of the National Australia Bank Group Superannuation Fund A was recorded as "For profit status".
The trustee was recorded as "PFS Nominees Pty Ltd".
Ownership was recorded as "Financial Services corporation ownership"
Governance type was recorded as "Non-equal representation"
Member Benefits were recorded as $4.202 billion.
The document I seek is a document that would confirm the date between 30 June 2014 and the 30 June 2015 when the change in trustee and the change of fund status occurred.
If necessary, part of this document can be redacted if necessary.
It is public knowledge that the change occurred - the actual date cannot be concealed on "secrecy" grounds.
Yours faithfully,
Phillip Sweeney
Dear Mr Sweeney,
I acknowledge receipt of your FOI request dated 16 September 2020. We are
processing your request and will respond soon.
Kind regards,
FOI OFFICER
T 02 9210 3000 | E [1][APRA request email]
AUSTRALIAN PRUDENTIAL REGULATION AUTHORITY
1 Martin Place (Level 12), Sydney, NSW 2000
GPO Box 9836, Sydney, NSW 2001
T 02 9210 3000 | W [2]www.apra.gov.au
[3]Title: Australian Coat of Arms and APRA logo
-----Original Message-----
From: Phillip Sweeney <[FOI #6725 email]>
Sent: Wednesday, 16 September 2020 12:30 PM
To: Freedom of Information <[email address]>
Subject: Freedom of Information request - Document revealing the date of
Change of Fund Status - NAB Staff Super Fund
Dear Australian Prudential Regulation Authority,
I refer to the spreadsheet published by APRA titled "Annual Fund-Level
superannuation Statistics Back Series June 2019"
For the year ended 30 June 2014 the status of the National Australia Bank
Group Superannuation Fund A was recorded as "Not for profit status".
The trustee was recorded as "National Australia Bank Superannuation Pty
Ltd".
Ownership was recorded as "Employer sponsor corporation ownership"
Governance type was recorded as "Equal representation as required by
legislation"
Member Benefits were recorded as $3.981 billion.
For the year ended 30 June 2015 the status of the National Australia Bank
Group Superannuation Fund A was recorded as "For profit status".
The trustee was recorded as "PFS Nominees Pty Ltd".
Ownership was recorded as "Financial Services corporation ownership"
Governance type was recorded as "Non-equal representation"
Member Benefits were recorded as $4.202 billion.
The document I seek is a document that would confirm the date between 30
June 2014 and the 30 June 2015 when the change in trustee and the change
of fund status occurred.
If necessary, part of this document can be redacted if necessary.
It is public knowledge that the change occurred - the actual date cannot
be concealed on "secrecy" grounds.
Yours faithfully,
Phillip Sweeney
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References
Visible links
1. mailto:[APRA request email]
2. http://www.apra.gov.au/
4. mailto:[FOI #6725 email]
5. mailto:[APRA request email]
6. https://www.righttoknow.org.au/change_re...
7. https://www.righttoknow.org.au/help/offi...
Dear Mr Sweeney,
Please find attached APRA's Notice of Decision dated 16 October 2020 and
Document 1.
Kind regards,
FOI OFFICER
T 02 9210 3000 | E [1][APRA request email]
AUSTRALIAN PRUDENTIAL REGULATION AUTHORITY
1 Martin Place (Level 12), Sydney, NSW 2000
GPO Box 9836, Sydney, NSW 2001
T 02 9210 3000 | W [2]www.apra.gov.au
[3]Title: Australian Coat of Arms and APRA logo
-----Original Message-----
From: Phillip Sweeney <[FOI #6725 email]>
Sent: Wednesday, 16 September 2020 12:30 PM
To: Freedom of Information <[email address]>
Subject: Freedom of Information request - Document revealing the date of
Change of Fund Status - NAB Staff Super Fund
Dear Australian Prudential Regulation Authority,
I refer to the spreadsheet published by APRA titled "Annual Fund-Level
superannuation Statistics Back Series June 2019"
For the year ended 30 June 2014 the status of the National Australia Bank
Group Superannuation Fund A was recorded as "Not for profit status".
The trustee was recorded as "National Australia Bank Superannuation Pty
Ltd".
Ownership was recorded as "Employer sponsor corporation ownership"
Governance type was recorded as "Equal representation as required by
legislation"
Member Benefits were recorded as $3.981 billion.
For the year ended 30 June 2015 the status of the National Australia Bank
Group Superannuation Fund A was recorded as "For profit status".
The trustee was recorded as "PFS Nominees Pty Ltd".
Ownership was recorded as "Financial Services corporation ownership"
Governance type was recorded as "Non-equal representation"
Member Benefits were recorded as $4.202 billion.
The document I seek is a document that would confirm the date between 30
June 2014 and the 30 June 2015 when the change in trustee and the change
of fund status occurred.
If necessary, part of this document can be redacted if necessary.
It is public knowledge that the change occurred - the actual date cannot
be concealed on "secrecy" grounds.
Yours faithfully,
Phillip Sweeney
-------------------------------------------------------------------
Please use this email address for all replies to this request:
[4][FOI #6725 email]
Is [5][APRA request email] the wrong address for Freedom of Information
requests to Australian Prudential Regulation Authority? If so, please
contact us using this form:
[6]https://www.righttoknow.org.au/change_re...
This request has been made by an individual using Right to Know. This
message and any reply that you make will be published on the internet.
More information on how Right to Know works can be found at:
[7]https://www.righttoknow.org.au/help/offi...
If you find this service useful as an FOI officer, please ask your web
manager to link to us from your organisation's FOI page.
-------------------------------------------------------------------
--------------------------------------------------------------------------
IMPORTANT NOTICE:
This e-mail is intended solely for the person or organisation to whom it
is addressed, and may contain secret, confidential or legally privileged
information.
If you have received this e-mail in error or are aware that you are not
authorised to have it, you MUST NOT use or copy it, or disclose its
contents to any person. If you do any of these things, you may be sued or
prosecuted.
If you have received this e-mail in error, please contact the sender
immediately.
--------------------------------------------------------------------------
References
Visible links
1. mailto:[APRA request email]
2. http://www.apra.gov.au/
4. mailto:[FOI #6725 email]
5. mailto:[APRA request email]
6. https://www.righttoknow.org.au/change_re...
7. https://www.righttoknow.org.au/help/offi...