Representative for Goldstein, 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 | Dynamic Sunrise Pty Ltd |
27/9/2016 |
Self | Cybg Plc |
27/9/2016 |
Self | Telstra |
27/9/2016 |
Self | Sonic Healthcare |
27/9/2016 |
Self | Westpac |
27/9/2016 |
Self | Commonwealth Bank of Australia |
27/9/2016 |
Self | National Australia Bank |
27/9/2016 |
Spouse | Cybg Plc |
27/9/2016 |
Spouse | Telstra |
27/9/2016 |
Spouse | Sonic Healthcare |
27/9/2016 |
Spouse | Westpac |
27/9/2016 |
Spouse | Commonwealth Bank of Australia |
27/9/2016 |
Spouse | National Australia Bank |
27/9/2016 |
Self/Spouse | CSL (CSL Limited) - Wilson Bolger Superannuation Pty Ltd |
10/5/2017 |
Self/Spouse | IVV (IShares) - Wilson Bolger Superannuation Pty Ltd |
10/5/2017 |
Self/Spouse | WAM (Wilson Asset Management) - Wilson Bolger Superannuation Pty Ltd |
10/5/2017 |
Self/Spouse | Rio Tinto |
14/12/2017 |
Self/Spouse | WAM Leaders Ltd |
14/12/2017 |
Self/Spouse | As identified on my register of member's interest statement for the 45th Parliament, both my husband and I are beneficiaries of Bolger-Wilson Investments Pty Ltd (an investment trust). As is self-evident we are also shareholders of said company |
13/2/2019 |
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 | Bolger-Wilson Investments Pty Ltd |
Investment trust |
50 per cent |
27/9/2016 |
Self | Wilson-Bolger Superannuation |
Superannuation fund |
50 per cent |
27/9/2016 |
Spouse | Bolger-Wilson Investments Pty Ltd |
Investment trust |
50 per cent |
27/9/2016 |
Spouse | Wilson-Bolger Superannuation |
Superannuation fund |
50 per cent |
27/9/2016 |
2. Family and Business Trusts and Nominee Companies
(ii) in which the Member, the Member's spouse, or a child who is wholly or mainly dependent on the Member for support, is a trustee (but not including a trustee of an estate where no beneficial interest is held by the Member, the Member's spouse or dependent children), indicating the nature of the trust, the nature of its operation and the beneficiary of the trust
Held by | Name of trust/nominee company | Nature of its operation | Beneficial trustee | Updated |
---|---|---|---|---|
Self | Bolger-Wilson Investments Pty Ltd |
Investment trust |
50 per cent |
27/9/2016 |
Self | Wilson-Bolger Superannuation |
Superannuation fund |
50 per cent |
27/9/2016 |
Spouse | Bolger-Wilson Investments Pty Ltd |
Investment trust |
50 per cent |
27/9/2016 |
Spouse | Wilson-Bolger Superannuation |
Superannuation fund |
50 per cent |
27/9/2016 |
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 | Melbourne, VIC |
Investment |
27/9/2016 |
Self/Spouse | Bayside, VIC |
Residence |
27/9/2016 |
Self/Spouse | Mornington Peninsula, VIC |
Residence/Investment |
27/9/2016 |
Spouse | Port Phillip, VIC |
Investment |
27/9/2016 |
Self/Spouse | ACT |
Purchase of investment in the Australian Capital Territory by Bolger Wilson Investments Pty Ltd for residential and investment purposes as a consequence of Parliamentary attendance |
29/3/2017 |
4. Registered Directorships of companies
Held by | Name of company | Activities of company | Updated |
---|---|---|---|
Self | Dynamic Sunrise Pty Ltd |
Public affairs |
27/9/2016 |
Self/Spouse | Bolger-Wilson Investments Pty Ltd |
As identified on my register of member's interest statement for the 45th Parliament, both my husband and I are beneficiaries of Bolger-Wilson Investments Pty Ltd (an investment trust). As is self-evident we are also shareholders of said company |
13/2/2019 |
5. Partnerships indicating the nature of the interests and the activities of the partnership
Held by | Name | Nature of interests | Activities of partnership | Updated |
---|---|---|---|---|
Spouse | A Plus Approach |
Co-partnership |
None |
27/9/2016 |
6. Liabilities indicating the nature of the liability and the creditor concerned
Held by | Nature of liability | Creditor | Updated |
---|---|---|---|
Self | Property, City of Melbourne |
Commonwealth Bank of Australia |
27/9/2016 |
Self | Property, City of Bayside (Co-owned) |
Commonwealth Bank of Australia |
27/9/2016 |
Self | Property, Mornington Peninsula Shire (Co-owned) |
Adelaide Bank |
27/9/2016 |
Spouse | Property, City of Port Phillip |
Commonwealth Bank of Australia |
27/9/2016 |
Spouse | Property, City of Bayside (Co-owned) |
Commonwealth Bank of Australia |
27/9/2016 |
Spouse | Property, Mornington Peninsula Shire (Co-owned) |
Commonwealth Bank of Australia |
13/2/2019 |
Self | Credit card |
Commonwealth Bank of Australia |
13/2/2019 |
Self | Credit card |
Commonwealth Bank of Australia |
13/2/2019 |
Self/Spouse | Property, Australian Capital Territory (Co-Owned) |
Commonwealth Bank of Australia |
13/2/2019 |
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 | 4 x savings accounts |
Bank of Melbourne |
27/9/2016 |
Self | 1 x savings account |
Commonwealth Bank of Australia |
27/9/2016 |
Spouse | 2 x savings accounts |
Bank of Melbourne |
27/9/2016 |
Spouse | 2 x savings account |
Commonwealth Bank of Australia |
27/9/2016 |
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 | 2 x motor vehicles |
27/9/2016 |
10. The nature of any other substantial sources of income
Held by | Nature of income | Updated |
---|---|---|
Self | Concluding income from Dynamic Sunrise Pty Ltd |
27/9/2016 |
Spouse | Teacher's salary |
27/9/2016 |
Self | Rent received for Canberra property |
18/4/2018 |
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 | Foxtel annual subscription installed at Electorate Office through ASTRA |
27/9/2016 |
Self | Gift of an assortment of 8 bottle of Gin valued at approximately $350 |
18/7/2017 |
Self | Gift of an assortment of bottles of spirits valued at approximately $300 |
24/7/2017 |
Self | 7 DVD's provided as gift from Screen Australia |
6/11/2017 |
Self | Wedding present of 18 bottles of custom celebratory gin from Four Pillars Distillery |
19/3/2018 |
Self | Wedding present of 1 suit, 2 shirts and 1 pair of chinos for Mr Wilson from Institchu |
19/3/2018 |
Spouse | Wedding present of 1 suit, 2 shirts and 1 pair of chinos for Mr Bolger from Institchu |
19/3/2018 |
Self | Gift of a Gin Advent Calendar and assortment of mixology accessories from Gintonica valued at approximately $350 |
29/11/2018 |
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 | Flights, accommodation, transfers and hospitality as guest of British High Commission 2 - 11 Sept 2016 |
27/9/2016 |
Self/Spouse | Ticket to AFL Grand Final Saturday 1 October 2016 as guest of the Seven Network |
27/9/2016 |
Self/Spouse | Qantas Chairman's Club Membership |
27/9/2016 |
Self/Spouse | Virgin Australia's The Club Membership |
27/9/2016 |
Self/Spouse | Committee Ticket to 2016 CMW Caulfield Cup as guest of the Chairman of Melbourne Racing Club Saturday October 15th 2016 |
27/9/2016 |
Self/Spouse | Qantas airways upgrade for self and spouse from Melbourne to Brisbane - Thursday September 22, 2016 |
13/10/2016 |
Self/Spouse | Tickets and hospitality at Derby Day 2016 Flemington Racecourse for self and spouse - Saturday October 26, 2016 as guest of CGU Insurance |
21/11/2016 |
Self | Flights, accommodation, transfers and hospitality as guest of British High Commission 20 February - 25 February 2017 |
21/11/2016 |
Self/Spouse | Attend with partner as guests of Dow Chemicals at The Australia Open Tennis Evening session Tuesday January 17th 2017 |
25/1/2017 |
Self/Spouse | Attend with partner as guests of Visa at The Australia Open Tennis Day session Monday January 23rd 2017 |
25/1/2017 |
Self/Spouse | Tickets for member and spouse to attend the Chairman's Club as guests of Melbourne Football Club at the MCG on Monday June 12th 2017 for the Collingwood versus Melbourne AFL match where the mighty Melbourne Demons smashed Collingwood by 4 points |
18/7/2017 |
Self | Flights, accommodation and associated costs as part of the parliamentary delegation to the Middle East 21-29 July 2017 |
24/7/2017 |
Self/Spouse | Tickets for member and spouse to attend the 2017 AFL Grand Final as guests of NAB on 30/9/17 |
4/10/2017 |
Self/Spouse | Tickets member and spouse to attend the MRC committee room for the 2017 Caulfield Cup on 21/10/17 |
4/10/2017 |
Self | Flights, accommodation and meals to attend the 2017 Parliamentary delegation to Taiwan as guest of the Taipei Economic and Cultural Office in Australia |
4/10/2017 |
Self/Spouse | Tickets for member and spouse to attend the 2017 Derby as guests of James Boag on 4-11-17 |
6/11/2017 |
Self/Spouse | Tickets for member and spouse to attend the 2017 Melbourne Cup as guests of James Boag on 7-11-17 |
6/11/2017 |
Self/Spouse | Tickets for member and spouse to attend the 2017 Melbourne Cup as guests of Treasury Estate Wines/Samuel Wynn & Co. on 7-11-17 |
6/11/2017 |
Self | Tour of snowy hydro scheme as guest of the facility with cost unknown |
27/2/2018 |
Self | Travel for self-including flights, transfers and hospitality for parliamentary delegation to Japan 3rd March - 10th March 2018 hosted by the Australian Political Exchange Council |
19/3/2018 |
Self | Travel and hospitality received as a member of the official MCA/COAL21 delegation to Japan from Monday 30 July - Tuesday 31 July 2018. Isogo Thermal Power Station - JPower Kimitsu Steel |
22/8/2018 |
Self/Spouse | Tickets for Member and husband to attend the 2018 AFL Qualifying Final between the Mighty Melbourne Demons and Geelong as guests of Melbourne Cricket Club Committee on the evening 7 September 2018. Fortunately the Mighty Melbourne Demons delivered a 29 point victory seeing them through to the Semi Finals against the Hawks (who they also beat by 33 points). #GoDees |
20/9/2018 |
Self | Flights, accommodation and meals to attend the 2018 America Unity Conference in Washington DC from 27 - 28 September 2018 |
20/9/2018 |
Self | Tickets for member and husband to attend the 2018 Mid-Winter Ball at Parliament House as a guest of Salesforce on 12.09.18 |
27/9/2018 |
Self/Spouse | Tickets for member and husband to attend the 2018 AAMI Derby day as guests of TABCORP and Lion on Saturday 3 November 2018 |
29/11/2018 |
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 Party of Australia (Victorian Division) |
27/9/2016 |
Self | Institute of Public Affairs |
27/9/2016 |
Self | Melbourne Cricket Club |
27/9/2016 |
Self | Melbourne Football Club |
27/9/2016 |
Self | Sandringham Yacht Club |
27/9/2016 |
Self | No 1 Ticket holder Sandringham Bowls Club |
27/9/2016 |
Spouse | Liberal Party of Australia (Victorian Division) |
27/9/2016 |
Spouse | Institute of Public Affairs |
27/9/2016 |
Spouse | Victorian Racing Club |
27/9/2016 |
Spouse | Melbourne Football Club |
27/9/2016 |
Spouse | Victorian Institute of Teaching |
27/9/2016 |
14. Any other interests where a conflict of interest with a member's public duties could foreseeably arise or be seen to arise
Held by | Nature of interests | Updated |
---|---|---|
Self | Temporary loan of car, Brighton Toyota |
27/9/2016 |