You’re invited to the Equip Super Annual Member Meeting on Wednesday 10 December 2025 at 1:00pm AEDT.

Join us as we reflect on the Fund’s performance over the past financial year, investment markets, and what could be expected in the year ahead. This online event is your opportunity to hear directly from the Fund’s senior leaders and ask any questions you may have about the Fund and your investments.

Agenda

  1.  Welcome and introductions
  2.  CEO update and Fund overview
  3.  Investments and markets update
  4.  Member experience update
  5.  Q&A and closing remarks

After the event, we’ll publish a recording of the meeting on our website at equipsuper.com.au/amm, together with the meeting minutes.

Your questions answered

Our Annual Member Meeting provides an opportunity for all members to ask general questions of our Board, CEO, and senior leadership team (as well as the Fund’s external auditor and actuaries).

You can ask questions during the meeting itself, or you can submit questions prior to the meeting when you register.

Questions and responses will be included in the minutes of the meeting. If we can’t answer a question during the meeting, we’ll provide a response in the minutes. These will be shared on our website in December 2025.

Please note that we can’t address questions relating to your personal circumstances during the meeting.

We look forward to seeing you there. 

Additional information

The following information must be provided to all members prior to the Annual Member Meeting, in accordance with superannuation regulations.

Total expenditure for the financial year 2024-25*
Aggregate remuneration expenditure$5.6 million
Aggregate promotion, marketing, or sponsorship expenditure$2.45 million
Aggregate political donationsNIL
Aggregate industrial body paymentsNIL
Aggregate related party payments$147.4 million
* The expenditure in this table is a summary of payments in relation to all divisions of Equip Super in the year ended 30 June 2025, including Catholic Super. The amounts presented are inclusive of GST where applicable.

Notes to the short-form expenditure summary for the 2024-25 financial year

Please note that due to the way the expenditure categories are defined in superannuation regulation, some expenditure items are counted in more than one category.

Aggregate remuneration expenditure: this includes the remuneration for Equip Super’s Chief Executive Officer and all group Executive Officers as well as fees paid to Directors. Further information about this remuneration is available on our website.

Aggregate promotion, marketing or sponsorship expenditure: this includes promotional and educational materials, media, advertising, and partnership arrangements.

Aggregate political donations: Equip Super does not make political donations.

Aggregate industrial body payments: Equip Super did not make any payments to industrial bodies.

Aggregate related party payments: these occur when payments are made to Equip Super-related entities for business operations, or when a Director of Equip Super is a director or former partner of an organisation which provides services to Equip Super. Payments include Trustee services ($86.9m), investment management services ($53.2m), financial planning services ($4.5m), and group Executive Officers and Directors’ remuneration (also disclosed in “Aggregate remuneration expenditure”). More detail on related party payments is available in our Annual Financial Statements. 

You’ll find more information in the links below:

For your latest annual statement

Your latest annual statement is also available to view online. Simply log in to Member Online to access the secure member portal.

Past meeting downloads

Meeting minutes

PDF 228496 KB

2024

Additional Q&As

PDF 198528 KB

2024

Additional information

The following information must be provided to all members prior to the Annual Member Meeting, in accordance with superannuation regulations.

Short-form summary of expenditure for Equip Super for the 2023-24 financial year

Total expenditure for the financial year 2023-24*
Aggregate remuneration expenditure$5.6 million
Aggregate promotion, marketing, or sponsorship expenditure$3.6 million
Aggregate political donationsNIL
Aggregate industrial body paymentsNIL
Aggregate related party payments$145.5 million

* The expenditure in this table is a summary of payments in relation to all divisions of Equip Super in the year ended 30 June 2024, including Catholic Super. The amounts presented are inclusive of GST where applicable.

Notes to the short-form expenditure summary for the 2023-24 financial year

Please note that due to the way the expenditure categories are defined in superannuation regulation, some expenditure items are counted in more than one category.

  • Aggregate remuneration expenditure: this includes the remuneration for Equip Super’s Chief Executive Officer and all group Executive Officers as well as fees paid to Directors. Further information about this remuneration is available on our website.
  • Aggregate promotion, marketing or sponsorship expenditure: this includes promotional and educational materials, media, advertising, and partnership arrangements.
  • Aggregate political donations: Equip Super does not make political donations.
  • Aggregate industrial body payments: Equip Super did not make any payments to Industrial bodies.
  • Aggregate related party payments: these occur when payments are made to Equip Super-related entities for business operations, or when a Director of Equip Super is a director or former partner of an organisation which provides services to Equip Super. Payments include Trustee services ($83.6 million), investment management services ($55.4 million), financial planning services ($4.6 million), and group Executive Officers and Directors’ remuneration (also disclosed in “Aggregate remuneration expenditure”). More detail on related party payments is available in our Annual Financial Statements.

You’ll find more information in the links below:

For your latest annual statement

Your latest annual statement is also available to view online. Simply log in to Member Online to access the secure member portal.

Minutes and Q&A

PDF 316592 KB

2023

Additional Q&As

PDF 164533 KB

2023

Minutes and Q&A

PDF 265832 KB

2022

Minutes and Q&A

PDF 632430 KB

2021

Minutes

PDF 199142 KB

2020

Q&A

PDF 181982 KB

2020

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‡The rating is issued by SuperRatings Pty Ltd ABN 95 100 192 283 (SuperRatings) a Corporate Authorised Representative (CAR No.1309956) of Lonsec Research Pty Ltd ABN 11 151 658 561, AFSL No. 421445. Ratings are general advice only and have been prepared without taking account of your objectives, financial situation or needs. Consider your personal circumstances, read the product disclosure statement and seek independent financial advice before investing. The rating is not a recommendation to purchase, sell or hold any product. Past performance information is not indicative of future performance. Ratings are subject to change without notice and SuperRatings assumes no obligation to update. SuperRatings use proprietary criteria to determine awards and ratings and may receive a fee for the use of its ratings and awards. Visit superratings.com.au for ratings information. © 2024 SuperRatings. All rights reserved.