Who manages Tasplan

Tasplan is jointly sponsored by the Tasmanian Chamber of Commerce and Industry (TCCI) and Unions Tasmania, and is managed by a Trustee Company, Tasplan Ltd (ABN 13 009 563 062).

The Board of the Trustee Company comprises an equal number of employer and employee representatives nominated by the sponsoring organisations. The Board includes representation from the former boards of the NSW bus & coach and transport sector industry funds. The Board is responsible for all decisions concerning the management of the Fund.

Tasplan is a 'profit for members' fund and does not pay any agents' fees, commissions or dividends. Directors receive a nominal payment for their role on the Trustee Board.  

Tasplan is a "regulated fund" under the Superannuation Industry (Supervision) Act 1993. This means that Tasplan can accept Superannuation Guarantee (SG) contributions and rollovers from other complying funds and attracts concessional tax treatment. Tasplan is also a Public Offer fund, meaning anyone can join irrespective of their employment status.

Independent Chairman Mr Doug Fry
Directors Ms Eva Plachta
Mr Ron Ward
Mr Tony Stacey
Mr Barrie MacDonald
Ms Angela Briant
Mr Sean Kelly
Mr Paul Griffin
Mr Simon Cocker

Tasplan employs an executive team to manage the day-to-day operation of the Plan. 

 

Executive Team

Neil Cassidy Chief Executive Officer
Michael Irwin Operations Manager
Mark Williams Investment Manager
Robert Elliott Marketing Manager
Greg Hanigan Risk and Compliance Manager
Leno Taglieri Fund Services Manager

Client Services Managers  

Rex Burdon Southern Tasmania
Mike Dalton Southern Tasmania
Sonya Buckley Northern Tasmania
Peter Murphy Northern Tasmania
Brett Mason New South Wales

Responsible Officers

Responsible Officers in this context, are those individuals who have met minimum levels of education, experience and integrity, precsribed by ASIC, to be responsible for the legal obligations required under the Australian Financial Services Licence.

 

Tasplan's Responsible Officers are:

Neil Cassidy
Michael Irwin
Mark Williams
Greg Hanigan

Who helps us to administer Tasplan

We also employ some specialist service providers to help us administer Tasplan. We are administered locally from our Hobart office and we have an office in Homebush to look after our members in NSW.

Administrator Australian Administration Services
Insurers CommInsure
Auditor WHK Denison
Investment Advisor & Actuary William M Mercer
Solicitors Hebbard & Co

Tasplan employs professional investment managers to invest Plan assets. You can download a copy of our latest Annual Report 2009 for full investment details of the last financial year, or look up more information in the Investment Performance section of this website.

 

It also has a Registrable Superannuation Entity (RSE) Licence registered with the Australian Prudential Regulation Authority (APRA) as required under the Superannuation Safety Amendment Act 2004.