DISCLOSURE

 

Remuneration

2022/23 Financial Year

Trust Deed Trust Deed
Governing Rules Governing rules are found in the Trust Deed and Trustee's Constitution.
Rules relating to nomination, appointment and removal or Trustees or Trustee Directors  Board Appointment, Removal & Renewal Policy (extract) and refer to the Constitution (below)
The most recent actuarial report for each defined benefit fund. Not applicable as BUSSQ does not have a defined benefit fund.
The most recent Product Disclosure Statement for each superannuation product

MySuper

Premium Choice

Super Handbook (for MySuper and Premium Choice products)

Insurance Handbook (for MySuper and Premium Choice products)

Income account

Term Allocated Pension (Closed to new accounts on 24 February 2023)

Target Market Determinations

These Target Market Determination documents seek to provide consumers, distributors and staff with an understanding of the class of consumers this product has been designed for, having regard to the objectives, financial situation and needs of the target market.

Premium Choice

Income account

Annual Reports

Report for 2022-2023

Report for 2021-2022

Report for 2020-2021

Report for 2019-2020
Report for 2018-2019

Report for 2017-2018

Report for 2016-2017

Report for 2015-2016

Report for 2014-2015

Report for 2013-2014

Report for 2012-2013

Member Outcomes Assessment

Each year, the Fund is required to assess the performance of its products against certain factors. The assessment for the year ending 30 June 2023 shows how BUSSQ compares to other funds’ products across factors including investment returns, level of investment risk, fees and costs. The document includes a summary of the assessment and the comparisons on which it is based. This assessment enabled the Fund to make a determination that the financial interests of members in its MySuper, Premium Choice and Income account products are being promoted.

2022-2023

The Financial Services Guide Combined Financial Services Guide
Fee Definitions

Defined Fees - MySuper and Premium Choice

Defined Fees - Income account products

Modern Slavery Statement

2022-2023

2021-2022

2020-2021

2019-2020

Significant Events Register Significant Events Register
Outsourced providers

Outsourced Providers

Directors & Executive Officers' appointments and retirement/cessations Directors & Executives appointments and cessations 
Information about Directors & Executive Officers Qualifications & Experience

Record of directors attendance at Board meetings

2023
2022
2021
2020

2019

2018
2017
Register of Relevant Interests - Trustee Level Register of Relevant Interests - Trustee Level
Register of Relevant Interests & Duties Register of Relevant Interests & Duties - Responsible Persons
Summary of Conflicts Management Policy Summary of Conflicts Management Policy
General Governance Information General Governance Information
Proxy Voting Policy
BUSSQ Proxy Voting Policy
Record of exercised voting rights Proxy voting records are updated quarterly and can be found here.
Dangerous Occupations Election Dangerous Occupations Exemption Election
Whistleblower Policy Summary  Whistleblower Policy Summary 
Portfolio Holding Disclosure

Portfolio holding disclosure dashboard

Australian Smaller Companies Income account
Australian Smaller Companies Superannuation and TTR
Australian Shares Income account
Australian Shares Superannuation and TTR
Balanced Growth Income account
MySuper/Balanced Growth Superannuation and TTR
Cash Income account 
Cash Superannuation and TTR
Defensive Income account
Defensive Superannuation and TTR
Emerging Markets Income account
Emerging Markets Superannuation and TTR 
High Growth Income account 
High Growth Superannuation and TTR 
International Shares Income account
International Shares Superannuation and TTR

 

Constitution Consolidated Constitution – Memorandum of Association and Articles of Association
If RSE Licensee is Body Corporate – Financial Statement

BUSS (Queensland) Pty Ltd Financial Statement for Year Ending 30 June 2023 - see Annual Report

BUSS (Queensland) Pty Ltd Financial Statement for Year Ending 30 June 2022 - see Annual Report

BUSS (Queensland) Pty Ltd Financial Statement for Year Ending 30 June 2021 - see Annual Report

BUSS (Queensland) Pty Ltd Financial Statement for Year Ending 30 June 2020 - see Annual Report 
BUSS (Queensland) Pty Ltd Financial Statement for Year Ending 30 June 2019 - see Annual Report
BUSS (Queensland) Pty Ltd Financial Statement for Year Ending 30 June 2018 - see Annual Report
BUSS (Queensland) Pty Ltd Financial Statement for Year Ending 30 June 2017 - see Annual Report
BUSS (Queensland) Pty Ltd Financial Statement for Year Ending 30 June 2016 - see Annual Report