Register of duties and interests [As at 20 January 2021]
| Name | Position involving duties to beneficiaries of the Fund | Position involving duties to other persons or organisations |
|---|---|---|
| Gary Bullock | Director/Chair, IS Industry Fund Pty Ltd ABN 450 108 14623 | State Secretary, United Workers Union Director, QODF ABN 26 164 916 778 Director, ISF Investment Pty Limited ABN 521 230 421 42 Director, IS Financial Planning Pty Ltd ABN 64 143 707 439 |
| Charles (Jim) Stewart | Director/Deputy Chair, IS Industry Fund Pty Ltd ABN 450 108 14623 | Director, Armgain Pty Ltd ABN 91070859406 Director/Secretary, C Jackson Holdings Pty Ltd ACN 602366405 Director/Secretary, Canerazz Pty Ltd ABN 82077644752 Director, Coolinna Pty Ltd ACN 010219333 Director, Criterion Investments Pty Ltd ABN 11009659518 Director, Queensland Leisure Services Pty Ltd ACN 085728365 Director, ISF Investment Pty Limited ABN 521 230 421 42 Director, IS Financial Planning Pty Ltd ABN 64 143 707 439 |
| Fiona Scalon | Director, IS Industry Fund Pty Ltd ABN 450 108 14623 | National Ambulance Coordinator, United Workers Union Director, QODF Limited ABN 26 164 916 778 Secretary, QODF Limited ABN 26 164 916 778 |
| Bernard Hogan | Director, IS Industry Fund Pty Ltd ABN 450 108 14623 | Board Member, Brothers Rugby Club ABN 73 340 362 676 Chief Executive, Queensland Hotel's Association |
| Troy Burton | Director, IS Industry Fund Pty Ltd ABN 450 108 14623 | Director, Reveille Strategy ABN 346062 16004 Director, FILLING IN Pty Ltd ACN 622 482 213 |
| Michael Wilson | Director, IS Industry Fund Pty Ltd ABN 450 108 14623 | Managing Director, Canham Wilson and Associates Pty Ltd ABN: 62 051 906 453 |
| Brendan O’Farrell | Chief Executive Officer, IS Industry Fund Pty Ltd ABN 450 108 14623 | Board Director / Stadiums Queensland (SQ) |
| Lawrence Chand | Executive Manager, Finance & Business Operations and Company Secretary, IS Industry Fund Pty Ltd ABN 450 108 14623 | Company Secretary, IS Financial Planning Pty Ltd ABN 64 143 707 439 Company Secretary, ISF Investment Pty Ltd ABN 521 230 421 42 |
| Aaron Lee | Executive Manager, Marketing, IS Industry Fund Pty Ltd 450 108 14623 | |
| Michelle Lawsen | Executive Manager, Governance, Risk and Compliance, IS Industry Fund Pty Ltd ABN 450 108 14623 | |
| Stephanie Langdon | Executive Manager, Employer Sales & Service, IS Industry Fund Pty Ltd ABN 450 108 14623 |
Register of Relevant Interests – Responsible Persons#
| Name | Relevant interest | Details |
|---|---|---|
| Gary Bullock | Member of Intrust Super Fund State Secretary, United Workers Union. | Nominee of United Workers Union. United Voice is a shareholder of IS Industry Fund Pty Ltd. United Voice has a sponsorship arrangement with Windsor Income Protection Pty Ltd. |
| Fiona Scalon | Member of Intrust Super Fund National Ambulance Coordinator, United Workers Union. | Nominee of United Workers Union. United Voice is a shareholder of IS Industry Fund Pty Ltd. |
| Charles (Jim) Stewart | Member of Intrust Super Fund. | Nominee of QHA. QHA is a shareholder of IS Industry Fund Pty Ltd. |
| Troy Burton | Member of Intrust Super Fund. | Nominee of United Workers Union. United Voice is a shareholder of IS Industry Fund Pty Ltd. |
| Michael Wilson | Member of Intrust Super Fund. | Nominee of QHA. QHA is a shareholder of IS Industry Fund Pty Ltd. |
| Bernard Hogan | Member of Intrust Super Fund Chief Executive, QHA | Nominee of QHA. QHA is a shareholder of IS Industry Fund Pty Ltd. |
| Brendan O’Farrell | Member of Intrust Super Fund. | |
| Lawrence Chand | Member of Intrust Super Fund. | |
| Aaron Lee | Member of Intrust Super Fund. | |
| Michelle Lawsen | Nil | |
| Stephanie Langdon | Member of Intrust Super Fund. |
Register of Relevant Interests – RSE Licensee
| Name | Relevant interest | Other details |
|---|---|---|
| IS Industry Fund Pty Ltd | IS Financial Planning Pty Ltd ABN 64 143 707 439 and ISF Investment Pty Limited ABN 521 230 421 42 are wholly owned subsidiaries of IS Industry Fund Pty Ltd. | IS Financial Planning Pty Ltd’s primary activity is the provision of financial product services to members of Intrust Super Fund. ISF Investment Pty Limited is an investment vehicle within the Growth Opportunities asset class. |
| IS Industry Fund Pty Ltd | The RSE licensee on behalf of Intrust Super Fund made payments to Queensland Hotels Association for sponsorship. | Value of the payments made for the 2019/2020 financial year was $57,000 |