| 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.
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Neil Cassidy, General Manager
Neil has over 30 years experience in superannuation administration and management in Victoria, New South Wales and Tasmania.
Neil has had an interesting and multi-level involvement with Tasplan. After starting work with T&G in 1972, Neil was transferred to Hobart with National Mutual in 1987 to manage the establishment of Tasplan.
He continued working with National Mutual right up to April 1998, when, nearly 11 years after helping to get things started, he returned to Tasplan as General Manager.
Neil is an accredited Fellow of ASFA.
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Sonya Buckley, Client Services Manager
Sonya Buckley joined Tasplan as a Client Services Manager in July 2005; she operates out of the Fund's new Launceston office and visits workplaces throughout northern Tasmania.
A qualified Financial Planner, Sonya has worked in senior positions with financial service providers in both Queensland and Tasmania. She joins Tasplan from the Connect Credit Union where she was the Senior Financial Planner with responsibility for business in a number of centres throughout northern Tasmania.
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Rex Burdon, Client Services Manager
Rex has been involved with superannuation and financial services for more than 20 years, working with both corporate and industry super funds in Victoria and Tasmania.
He returned home to Tasmania in 1992 to work with the Timber Industry Superannuation Scheme, and joined Tasplan's team in 1997.
Rex holds the industry qualifications Advanced Diploma of Financial Services (Superannuation) and Diploma of Superannuation Management and is a Fellow of the Association of Superannuation Funds of Australia.
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Mike Dalton, Client Services Manager
Mike commenced working in the superannuation industry in 1985, and has been involved with Tasplan since it's inception in 1987. In fact, Mike was one of the very first employees involved in the administration of the Fund. Since then, he has gained valuable experience in the finance and superannuation industry.
Mike took on another association with Tasplan as the State Operations Manager with our administrator, AAS, before taking on the role of Client Services Manager.
Mike is also studying for the Diploma of Superannuation with ASFA.
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Brett Mason, Client Services Manager
Brett joined Tasplan in October 2007, to look after employer and membership needs in NSW. Brett has an extensive and diverse working background in the superannuation and finance sector.
He has a Bachelor of Business degree, an Advanced Diploma in Financial Planning and just under 20 year’s experience working in all major aspects of the superannuation industry, including financial planning, accounting and consulting.
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John Harman, Investment Manager
John joined Tasplan in September 2006, having spent almost 20 years in the finance industry, the last 7 of which he has been Executive Manager – Investments for the Retirement Benefits Fund, Tasmania’s major public sector fund.
John is responsible for implementing investment decisions, monitoring the performance of investments and investment managers and reporting to the Tasplan Board on all matters related to fund investments.
As John brings with him a vast knowledge of the superannuation market, he will also have a business development role for the fund. |
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Michael Irwin, Operations Manager
Michael Irwin’s appointment as the Fund’s Operations Manager in August 2005 was timely in the lead up to Tasplan receiving its APRA licence.
A trained accountant with many years of experience at a senior level in business administration, Michael is certainly the right man, in the right job at the right time.
He has a background in the financial services industry and in particular, has significant experience in superannuation administration.
Tasplan’s growth over recent years has meant that he has no shortage of challenges to keep him busy at what is proving to be an exciting time for the fund.
A self-confessed hockey ‘tragic’, Michael still pounds the turf at Cornelian Bay and is a senior figure in hockey administration in Tasmania.
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Mark Williams, Risk and Compliance Manager
Mark joined Tasplan in March 2006 after many years in the finance industry. In recent years, he has worked as a Financial Planner dealing with the questions of Tasplan members.
As Risk and Compliance Manager, Mark performs a range of duties and is responsible for fund compliance, liaison with regulators and service providers, staff training and professional development and research and policy analysis.
Having had a close association with Tasplan over a number of years, Mark is well known to staff and has an excellent knowledge of the Fund.
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Robert Elliott, Marketing & Communications Manager
Robert joined Tasplan in October 2006, having previously worked in the industry as Communications Consultant for the Retirement Benefits Fund.
Robert is responsible for Tasplan's printed and electronic member communications and advertising.
He has been a news editor and journalist with regional and national news services and taught broadcast journalism at universities in New South Wales.
Before joining Tasplan, Robert was Manager of Communications at the University of Tasmania.
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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
- John Harman
- Mark Williams
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 Parramatta
to look after our members in NSW.
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| 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 Trustee Report for full investment details of the last financial year, or look up more information in the Investments 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.
Links to related articles:
Who are we
Who can join Tasplan
Plan features & benefits
Privacy statement
Tasplan's Investment Policy Statement |
