Annual member meeting

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

^{* 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:

• Significant event or material change notices issued within the last two years to 30 June 2024
• Our 2023-24 Annual Report
• Our 2023-24 Annual Financial Report (which includes the Directors’ Report, Director and executive remuneration details and Auditor’s Report)
• Our most recent Member Outcomes Assessment and Determination
• Detailed payment lists for 2023-24 including promotion, marketing and sponsorship contract information; payments to industrial bodies; and payments to related parties.

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.