Representative for Isaacs, Victoria
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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/Spouse | Units in Allan Gray Australia Equity Fund - Purchase by Dreyfus Superannuation Fund |
25/6/2018 |
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 | Kenley Dale Pty Ltd |
Superannuation Fund |
Beneficiary |
23/9/2016 |
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 | Malvern, VIC |
Residence |
23/9/2016 |
Self | South Yarra, VIC |
Investment through superannuation fund |
23/9/2016 |
Spouse | Camberwell, VIC |
Investment |
23/9/2016 |
Spouse | Airey's Inlet, VIC |
Investment |
23/9/2016 |
4. Registered Directorships of companies
Held by | Name of company | Activities of company | Updated |
---|---|---|---|
Self/Spouse | Kenley Dale Pty Ltd |
Trustee of self managed superannuation fund |
23/9/2016 |
Self/Spouse | Fairbank Tower Pty Ltd |
Dormant (former trustee) |
23/9/2016 |
Spouse | Unimet Pty Ltd |
Metals trading |
23/9/2016 |
6. Liabilities indicating the nature of the liability and the creditor concerned
Held by | Nature of liability | Creditor | Updated |
---|---|---|---|
Self/Spouse | Mortgage loan |
Commonwealth Bank |
23/9/2016 |
7. The nature of any bonds, debentures and like investments
Held by | Type of investment | Body in which investment is held | Updated |
---|---|---|---|
Self/Spouse | Held by Kenley Dale Pty Ltd for the Dreyfus Superannuation Fund |
Grant Samuel Tribeca Alpha Plus Fund |
23/9/2016 |
Self/Spouse | Held by Kenley Dale Pty Ltd for the Dreyfus Superannuation Fund |
Fidelity Australian Equities Fund |
23/9/2016 |
Self/Spouse | Held by Kenley Dale Pty Ltd for the Dreyfus Superannuation Fund |
Greencape Wholesale Broadcap Fund |
23/9/2016 |
Self/Spouse | Held by Kenley Dale Pty Ltd for the Dreyfus Superannuation Fund |
Perpetual Wholesale Concentrated Equity Fund |
23/9/2016 |
Self/Spouse | Held by Kenley Dale Pty Ltd for the Dreyfus Superannuation Fund |
Pengana Emerging Companies Fund |
23/9/2016 |
Self/Spouse | Held by Kenley Dale Pty Ltd for the Dreyfus Superannuation Fund |
SGH ICE |
23/9/2016 |
Self/Spouse | Held by Kenley Dale Pty Ltd for the Dreyfus Superannuation Fund |
APN AREIT Fund |
23/9/2016 |
Self/Spouse | Held by Kenley Dale Pty Ltd for the Dreyfus Superannuation Fund |
Cromwell Phoenix Property Securities Fund |
23/9/2016 |
Self/Spouse | Held by Kenley Dale Pty Ltd for the Dreyfus Superannuation Fund |
RARE Infrastructure Value Fund - Unhedged |
23/9/2016 |
Self/Spouse | Held by Kenley Dale Pty Ltd for the Dreyfus Superannuation Fund |
Paradice Global Small Mid Cap Fund |
23/9/2016 |
Self/Spouse | Held by Kenley Dale Pty Ltd for the Dreyfus Superannuation Fund |
Templeton Global Equity Fund |
23/9/2016 |
Self/Spouse | Held by Kenley Dale Pty Ltd for the Dreyfus Superannuation Fund |
Grant Samuel Epoch Global Equity Shareholder Yield (Unhedged) Fund |
23/9/2016 |
Self/Spouse | Held by Kenley Dale Pty Ltd for the Dreyfus Superannuation Fund |
Walter Scott Global Equity Fund |
23/9/2016 |
Self/Spouse | Held by Kenley Dale Pty Ltd for the Dreyfus Superannuation Fund |
Magellan Global Fund |
23/9/2016 |
Self/Spouse | Held by Kenley Dale Pty Ltd for the Dreyfus Superannuation Fund |
Platinum International Fund |
23/9/2016 |
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 |
Commonwealth Bank |
23/9/2016 |
Self | Cash management account |
Westpac |
23/9/2016 |
Spouse | Savings account |
Commonwealth Bank |
23/9/2016 |
9. The nature of any other assets (excluding household and personal effects) each valued at over $7,500
Held by | Nature of any other assets | Updated |
---|---|---|
Self/Spouse | Self managed superannuation fund |
23/9/2016 |
10. The nature of any other substantial sources of income
Held by | Nature of income | Updated |
---|---|---|
Self | Income from investments set out above |
23/9/2016 |
Spouse | Income from employment in the public service of Victoria |
23/9/2016 |
Spouse | Income from investments set out above |
23/9/2016 |
11. Gifts valued at more than $750 received from official sources, or at more than $300 where received from other than official sources provided that a gift received by a Member, the Member's spouse or dependent children from family members or personal friends in a purely personal capacity need not be registered unless the member judges that an appearance of conflict of interest may be seen to exist
Held by | Details of gifts | Updated |
---|---|---|
Self | Prize won at raffle on 11 May 2017 - Private screening package at Roadshow Films Theatrette Pyrmont valued at $2000. Donated to Human Rights Law Centre on 22 May 2017 |
30/5/2017 |
Self | Two tickets to the Australian Open Twilight Women's Final match at Rod Laver Arena, Melbourne on Saturday 27 January 2018, as a guest of Optus |
31/1/2018 |
Self | Two tickets to attend the Women's Final at the Australian Open, Melbourne, 26 January 2019, from Optus |
25/1/2019 |