Kerryn Phelps
Representative for Wentworth, New South Wales
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Interests
Shareholdings
1. Shareholdings in public and private companies (including holding companies) indicating the name of the company or companies
| Held by | Name of company (including holding and subsidiary companies if applicable) | Updated |
|---|---|---|
| Self | Nom De Plume Pty Limited |
21/12/2018 |
| Self | Nom De Plume Investments Pty Limited |
21/12/2018 |
| Self | Nom De Plume Super Pty Limited |
21/12/2018 |
| Spouse | Nom De Plume Pty Limited |
21/12/2018 |
| Spouse | Nom De Plume Investments Pty Limited |
21/12/2018 |
| Spouse | Nom De Plume Super Pty Limited |
21/12/2018 |
| Self/Spouse | MGE - Nom De Plume Investments Pty Limited |
21/12/2018 |
| Self/Spouse | UBU - Nom De Plume Investments Pty Limited |
21/12/2018 |
| Self/Spouse | QUAL - Nom De Plume Investments Pty Limited |
21/12/2018 |
| Self/Spouse | Alphinity Sustainable Share Fund - Nom De Plume Investments Pty Limited |
21/12/2018 |
| Self/Spouse | Perpetual Wholesale Ethical SRI Fund - Nom De Plume Investments Pty Limited |
21/12/2018 |
| Self/Spouse | UBA - Nom De Plume Super Pty Limited |
21/12/2018 |
| Self/Spouse | UBU - Nom De Plume Super Pty Limited |
21/12/2018 |
| Self/Spouse | Alphinity Sustainable Share Fund - Nom De Plume Super Pty Limited |
21/12/2018 |
| Self/Spouse | Perpetual Wholesale Ethical SRI Fund - Nom De Plume Super Pty Limited |
21/12/2018 |
Trusts - Beneficial Interest
2. Family and Business Trusts and Nominee Companies
(i) in which a beneficial interest is held, indicating the name of the trust, the nature of its operation and beneficial interest
| Held by | Name of trust/nominee company | Nature of its operation | Beneficial interest | Updated |
|---|---|---|---|---|
| Self/Spouse | Nom De Plume Super Pty Limited (currently in the process of changing trustee company of SMSF from Nom De Plume Pty Ltd to Nom De Plume Super Pty Ltd) ATF The Nom De Plume Superannuation Fund |
SMSF trustee company |
Yes |
21/12/2018 |
Real Estate
3. Real estate, including the location (suburb or area only) and the purpose for which it is owned
| Held by | Location | Purpose for which owned | Updated |
|---|---|---|---|
| Self/Spouse | Potts Point, NSW |
Residence |
21/12/2018 |
| Self/Spouse | Double Bay, NSW |
Commercial property/investment |
21/12/2018 |
| Self/Spouse | Surry Hills, NSW |
Commercial property/investment |
21/12/2018 |
| Self/Spouse | Bowral, NSW |
Residence |
21/12/2018 |
| Self/Spouse | Elizabeth Bay, NSW |
Residential/investment |
21/12/2018 |
| Self/Spouse | Potts Point, NSW |
Residential/investment - Nom De Plume Super Pty Limited ATF the Nom de Plume Super Fund |
21/12/2018 |
| Self/Spouse | Potts Point, NSW |
Residential/investment - Nom De Plume Pty Ltd |
21/12/2018 |
Directorships
4. Registered Directorships of companies
| Held by | Name of company | Activities of company | Updated |
|---|---|---|---|
| Self/Spouse | Nom De Plume Pty Limited |
Various activities including; income from medical fees, property investment, writing and other business activities |
21/12/2018 |
| Self/Spouse | Nom De Plume Super Pty Limited |
SMSF trustee company |
21/12/2018 |
| Self/Spouse | KP Independents Ltd |
Political campaign support |
21/12/2018 |
| Self/Spouse | Nom De Plume Investments Pty Ltd |
Investment income |
21/12/2018 |
Partnerships
5. Partnerships indicating the nature of the interests and the activities of the partnership
| Held by | Name | Nature of interests | Activities of partnership | Updated |
|---|---|---|---|---|
| Self/Spouse | K Phelps & J Stricker-Phelps |
Joint ownership investment property |
Rental income and expenditure |
21/12/2018 |
Liabilities
6. Liabilities indicating the nature of the liability and the creditor concerned
| Held by | Nature of liability | Creditor | Updated |
|---|---|---|---|
| Self | Commercial loan |
NAB |
21/12/2018 |
| Self | Commercial loan |
NAB |
21/12/2018 |
| Spouse | Commercial loan |
NAB |
21/12/2018 |
| Spouse | Commercial loan |
NAB |
21/12/2018 |
Bonds
7. The nature of any bonds, debentures and like investments
| Held by | Type of investment | Body in which investment is held | Updated |
|---|---|---|---|
| Self | Term deposit |
NAB |
21/12/2018 |
| Spouse | Term deposit |
NAB |
21/12/2018 |
Accounts
8. Saving or investment accounts, indicating their nature and the name of the bank or other institutions concerned
| Held by | Nature of account | Name of bank/institution | Updated |
|---|---|---|---|
| Self | Savings account |
NAB |
21/12/2018 |
| Self | Investment account |
NAB |
21/12/2018 |
| Self | Online account |
NAB |
21/12/2018 |
| Self | Offset account |
NAB |
21/12/2018 |
| Self | Business account |
NAB |
21/12/2018 |
| Self | Saving account |
Macquarie |
21/12/2018 |
| Self | Investment account |
Macquarie |
21/12/2018 |
| Self | Savings account |
Westpac |
21/12/2018 |
| Spouse | Savings account |
NAB |
21/12/2018 |
| Spouse | Investment account |
NAB |
21/12/2018 |
| Spouse | Online account |
NAB |
21/12/2018 |
| Spouse | Offset account |
NAB |
21/12/2018 |
| Spouse | Business account |
NAB |
21/12/2018 |
| Spouse | Saving account |
Macquarie |
21/12/2018 |
| Spouse | Investment account |
Macquarie |
21/12/2018 |
| Spouse | Business account |
Macquarie |
21/12/2018 |
| Spouse | Savings account |
Westpac |
21/12/2018 |
| Self/Spouse | Business account - Nom De Plume Pty Limited |
NAB |
21/12/2018 |
| Self/Spouse | Business account - Nom De Plume Pty Limited |
Macquarie |
21/12/2018 |
| Self/Spouse | Business account - Nom De Plume Super Pty Limited |
NAB |
21/12/2018 |
| Self/Spouse | Business account - Nom De Plume Super Pty Limited |
BT Cash Management |
21/12/2018 |
| Self/Spouse | Business account - Nom De Plume Investments Pty Limited |
BT Cash Management |
21/12/2018 |
| Dependent Children | Savings account |
NAB |
21/12/2018 |
Other Income
10. The nature of any other substantial sources of income
| Held by | Nature of income | Updated |
|---|---|---|
| Self | Councillor, Council of City of Sydney, since 20 October salary donated to Pinnancle Foundation |
21/12/2018 |
| Self | Income from investments listed herein |
21/12/2018 |
| Spouse | Income from investments listed herein |
21/12/2018 |
| Self/Spouse | Income from investments listed herein and Bower Media (Australian Women's Weekly), Pan Mac Millian, Health and Co Pty Ltd and Metagenics - Nom De Plume Pty Limited |
21/12/2018 |
| Self/Spouse | Income from investments listed herein - Nom De Plume Super Pty Limited |
21/12/2018 |
| Self/Spouse | Income from investments listed herein - Nom De Plume Investments Pty Limited |
21/12/2018 |
| Dependent Children | Small amount of interest income |
21/12/2018 |
| Dependent Children | Part time employment |
21/12/2018 |
Travel
12. Any sponsored travel or hospitality received where the value of the sponsored travel or hospitality exceeds $300
| Held by | Details of travel/hospitality | Updated |
|---|---|---|
| Self | Qantas Chairman's Lounge |
21/12/2018 |
Memberships
13. Membership of any organisation where a conflict of interest with a Member's public duties could foreseeably arise or be seen to arise
| Held by | Name of organisation | Updated |
|---|---|---|
| Self | Royal Australian College of General Practitioners |
21/12/2018 |
| Self | Australian Medical Association |
21/12/2018 |