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

The request was partially successful.

From: Phillip Sweeney

Delivered

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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From: Freedom of Information
Australian Prudential Regulation Authority


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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

 

 

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From: Freedom of Information
Australian Prudential Regulation Authority


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Attachment FOI 21 23 Notice of Decision.pdf
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Attachment Document 1.pdf
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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

 

 

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