Representative for Bradfield, New South Wales
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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 | Devizes Investments Pty Ltd |
14/9/2016 |
Self | Griff-Dev Investments Pty Ltd |
14/9/2016 |
Self | Devizes Investments holds shares in Ku-ring-gai Financial Services Ltd |
14/9/2016 |
Spouse | NIB Holdings Ltd |
14/9/2016 |
Spouse | Zappacosta Jewels Pty Ltd |
14/9/2016 |
Spouse | I do not know if my wife holds any other shares and I have not made inquiry |
14/9/2016 |
Dependent Children | I do not know if my stepson holds any shares and I have not made enquiry |
14/9/2016 |
Self/Spouse | PFMZ Pearl Super Pty Ltd (trustee of self managed super fund). I hold one share. My wife holds one share |
23/3/2018 |
Self/Spouse | PFMZ Pty Ltd (bare trustee established to hold property for self managed super fund). I hold one share. My wife holds one share |
23/3/2018 |
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 | PFMZ Pearl Superannuation Fund |
Self Managed Super Fund |
I am a beneficiary. My wife is a beneficiary |
23/3/2018 |
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 | Roseville, NSW |
Family Home |
14/9/2016 |
Self/Spouse | Paddington, NSW |
PFMZ Pearl Superannuation Fund holds a commercial property in Paddington NSW, as an investment |
29/5/2018 |
4. Registered Directorships of companies
Held by | Name of company | Activities of company | Updated |
---|---|---|---|
Self | Devizes Investments Pty Ltd |
Holding company for personal investments |
14/9/2016 |
Self | Griff-Dev Investments Pty Ltd |
Formerly trustee of self-managed superannuation fund - now dormant |
14/9/2016 |
Spouse | Zappacosta Jewels Pty Ltd |
Jewellery designing and retailing |
14/9/2016 |
Spouse | I do not know if my wife is a director of any other companies and I have not made inquiry |
|
14/9/2016 |
Self/Spouse | PFMZ Pearl Super Pty Ltd |
Trustee of self managed super fund |
23/3/2018 |
Self/Spouse | PFMZ Pty Ltd |
Bare trustee established to hold property for self managed super fund |
23/3/2018 |
6. Liabilities indicating the nature of the liability and the creditor concerned
Held by | Nature of liability | Creditor | Updated |
---|---|---|---|
Self/Spouse | Mortgage on Residential Home |
ING Direct |
14/9/2016 |
Self/Spouse | Loan |
PFMZ Pearl Superannuation Fund has a loan from the Commonwealth Bank, secured over a commercial property in Paddington NSW |
29/5/2018 |
7. The nature of any bonds, debentures and like investments
Held by | Type of investment | Body in which investment is held | Updated |
---|---|---|---|
Self | Unit trust/managed fund |
Aberdeen Asset Management Inflation Linked Bond Fund |
14/9/2016 |
Self | Unit trust/managed fund |
PIMCO Wholesale Global Real Return Fund |
14/9/2016 |
Self | Unit trust/managed fund |
PIMCO Wholesale Diversified Fixed Interest Fund |
14/9/2016 |
Self | Unit trust/managed fund |
Loan to Zappacosta Jewels Pty Ltd |
14/9/2016 |
Self | Unit trust/managed fund |
Vanguard Index Australian Property Securities Fund |
14/9/2016 |
Self | Unit trust/managed fund |
Vanguard Index International Shares Fund |
14/9/2016 |
Self | Unit trust/managed fund |
Netwealth International Equities Index Fund |
14/9/2016 |
Self | Unit trust/managed fund |
Vanguard International Small Companies Index Fund |
14/9/2016 |
Self | Unit trust/managed fund |
Ardea Australian Linked Bond Fund |
14/9/2016 |
Self | Unit trust/managed fund |
Vanguard Emerging Markets Share Index Fund |
14/9/2016 |
Spouse | I do not know if My wife holds bonds, debentures and like investments and I have not made enquiry |
|
14/9/2016 |
Self | Devizes Investments |
Vanguard Australian Corporate Fixed Interest Index Fund |
15/3/2017 |
Self | Devizes Investments |
Vanguard Cash Plus Fund |
15/3/2017 |
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 |
Macquarie Cash Management Account |
14/9/2016 |
Self | Orange Everyday Offset Account |
ING Direct |
14/9/2016 |
Self | ING Direct Savings Account |
ING Direct |
14/9/2016 |
Self | RaboDirect Savings Account |
RaboDirect |
14/9/2016 |
Self/Spouse | Joint Savings Account |
St George Bank |
14/9/2016 |
Self |
|
Various other accounts, total balance below $5,000 |
14/9/2016 |
Self | Devizes Investments - Savings Account |
Macquarie Cash Management Account |
14/9/2016 |
Self | Devizes Investments - Savings Account |
RaboDirect |
14/9/2016 |
Self | Devizes Investments |
Various other accounts, total balance below $5,000 |
14/9/2016 |
Self/Spouse | PFMZ Pearl Superannuation Fund holds two bank accounts |
St George Bank |
23/3/2018 |
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 | Superannuation - ING Living Super |
14/9/2016 |
Self | Superannuation - Public Sector Superannuation Scheme |
14/9/2016 |
Spouse | Superannuation - REST |
14/9/2016 |
Spouse | I do not know if Manuela Zappacosta holds any other assets valued at over $7,500 and I have not made enquiry |
14/9/2016 |
10. The nature of any other substantial sources of income
Held by | Nature of income | Updated |
---|---|---|
Self | Devizes Investments Pty Ltd - income from investments set out above |
14/9/2016 |
Spouse | Income from business Zappacosta Jewels |
14/9/2016 |
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 | Screen Australia - 5 DVD of recent Screen Australia-funded projects |
14/9/2016 |
Self | Foxtel - basic service - Complimentary Subscription for Electorate and Ministerial Office |
14/9/2016 |
Self | Christmas hamper from Australian Food and Grocery Council |
14/9/2016 |
Self | Hand carved model of ship by Cocos Islanders - gifted by Shire of Cocos Keeling Island |
14/9/2016 |
Self | Vase from Representative of Taipei Economic Cultural Office |
14/9/2016 |
Self | Chinese teapot and Huawei Bluetooth watch - both from Huawei |
14/9/2016 |
Self | 5 DVD from Screen Australia |
14/9/2016 |
Self | Mens Sport jacket with Australian Coat of Arms, Nike & Caltex insignia. Received at Caltex - Welcome back to Parliament Cocktail event |
20/9/2016 |
Self | Ceramic figurine from Royal Goedewaagen received from Schipol during Ministerial visit. The item is within the allowable limit |
17/10/2016 |
Self | 15cm porcelain vase decorated in enamels and gilding from Tai-Hwa Pottery with wooden stand from Representative Eliott Charng, Taipei Economic and Cultural Office. The gift is estimated to be with in the allowable limit |
16/11/2016 |
Self | 23 cm flower etched porcelain vase "Nokcheongja" from Incheon Free Economic Zone, Korea. Gift received during a Ministerial Visit in September |
16/11/2016 |
Self | 'Lee Geon Maan' red tie with aeroplane motif from Incheon International Airport, Korea. (Ministerial Visit in September) |
16/11/2016 |
Self | Personalised coffee mug from Samsung d'light on the occasion of Ministerial visit |
16/11/2016 |
Self | Sample of Australian produce and bottle of wine from QANTAS |
14/12/2016 |
Self | Bottle of Moet&Chandon Champagne from Caravan Industry |
23/1/2017 |
Self | Christmas hamper from Rudy and Julie Limantono of Zion Graphics. The item is within the allowable limits |
23/1/2017 |
Self | Complimentary annual subscription to Foxtel from Astra |
31/7/2017 |
Self | 2 Taiwan tea gift sets from the Sydney Taiwan Festival Inc and Mr Rui Lin Shu (Tea Banjie Farm) - a participant at the Sydney Taiwan Festival. Both items are with the allowable limit |
29/9/2017 |
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 | Upgrade Economy to Business on VA 812 - Sydney to Melbourne, 4 August 2016 |
14/9/2016 |
Self | QF 409 SYD/MEL Economy to Business Class - 29-Mar-16 |
14/9/2016 |
Self | QF 634 MEL/BRIS Economy to Business Class - 29-Mar-16 |
14/9/2016 |
Self | QF 405 SYD/MEL Economy to Business Class - 4-Aug-15 |
14/9/2016 |
Self | Friday 21 October 2016 - VA 925 SYD/BRISBANE Economy to Business Class |
6/2/2017 |
Self/Spouse | My wife and I were guests of OPTUS at the Australian Open |
6/2/2017 |
Self/Spouse | My wife and I were guests of The Seven Network at the Australian Open |
6/2/2017 |
Self | 23 Mar 2017 - QF 1320 CBR/SYD Economy to Business Class |
13/6/2017 |
Self | 12 Apr 2017 - QF 409 SYD/MEL Economy to Business Class |
13/6/2017 |
Self | Qantas upgraded from Business to First Class on return trip Dallas, TX to Sydney on recent ministerial visit |
31/8/2017 |
Self | Upgrade to Business class on Qantas Sydney-Melbourne leg on 22 November 2017 |
2/1/2018 |
Self/Spouse | My wife and I were guests of OPTUS at the Australian Open |
5/2/2018 |
Self/Spouse | My wife and I were guests of Opera Australia at the opening night of Carmen |
20/2/2018 |
Self | Qantas provided an upgrade from Economy to Business class on the 21 February 2018: Hobart to Sydney (1 leg) |
20/3/2018 |
Self | Virgin provided an upgrade from Economy to Business class on the 19 February 2018: Sydney - Melbourne (1 leg) |
20/3/2018 |
Self | Guest of Mastercard at a dinner function with President Barack Obama in Sydney |
4/5/2018 |
Self | Upgrade from Economy to Business class on return leg (Melbourne to Sydney) on 22 March. Travel was undertaken for portfolio business |
26/6/2018 |
Self | Upgrade from Economy to Business class on return leg (Melbourne to Sydney) on 12 July. Travel was undertaken for portfolio business. Original Economy flight was cancelled by airline |
25/7/2018 |
Self | Upgrade from Economy to Business class on return leg (Brisbane to Sydney) on 25 July. Travel was undertaken for portfolio business |
3/8/2018 |
Self | Virgin Airline upgraded from Economy to Business on 20 August 18 for a Sydney to Canberra leg |
10/9/2018 |
Self | Upgrade provided for hotel room by Henry Jones Art Hotel Hobart |
15/10/2018 |
Self | Upgrade from Economy to Business class on return leg (Brisbane to Sydney) on 12 October. Travel was undertaken for portfolio business |
27/11/2018 |
Self | Upgrade from Economy to Business class on 15 November QF 735 Sydney to Adelaide. Travel was undertaken for portfolio business |
27/11/2018 |
Self | Upgrade from Economy to Business class on 15 November return flight VA 427 from Adelaide to Sydney. Travel was undertaken for portfolio business |
27/11/2018 |
Self/Spouse | My wife and I were guests of OPTUS at the Men's Finals at the Australian Open |
4/2/2019 |
Self | Upgrade from Economy to Business class on 21 January VA 808 Sydney to Melbourne. Travel was undertaken for portfolio business |
4/2/2019 |
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 | Liberal Partyt of Australia, NSW Division |
14/9/2016 |
Self | Fulbright Association |
14/9/2016 |
Self | Columbia University Alumni Association |
14/9/2016 |
Self | Hornsby RSL |
14/9/2016 |
Self | Roseville Memorial Club |
14/9/2016 |
Self | Asquith Leagues Club |
14/9/2016 |
Self | Ku-Ring-Gai Historical Society |
14/9/2016 |
Self | Turramurra Rotary - Honorary Member |
14/9/2016 |
Self | National Press Club - complimentary membership |
14/9/2016 |
Self | Sydney Institute Membership |
14/9/2016 |
Self | 2016 City Tattersalls Club complimentary membership |
14/9/2016 |
Self | Sydney North Region Scouts - Supporter |
14/9/2016 |
Spouse | Liberal Party of Australia, NSW Division |
14/9/2016 |
Spouse | I do not know if Manela Zappacosta is a member of any other organisations and I have not made inquiry |
14/9/2016 |
Self | Complimentary membership to Qantas Chairman's Lounge |
21/10/2016 |
Self | Complimentary membership to Virgin Club Lounge |
21/10/2016 |
Self | Received Honorary Membership of Rotary Club of Wahroonga |
31/8/2017 |
Self | Qantas: receipt of complimentary Chairmans Lounge membership for 2 years (valid until January 2020) |
29/1/2018 |
Self/Spouse | Virgin Australia: receipt of complimentary membership to the Club for my wife and myself. The membership is valid until 26 March 2021 |
10/4/2019 |