| 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 |
Super Handbook (for MySuper and Premium Choice products) Insurance Handbook (for MySuper and Premium Choice products) Term Allocated Pension (Closed to new accounts on 24 February 2023) |
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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. |
| Annual Reports |
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| Annual RSE Reports |
Fund Financial Report for 2023/2024 Pooled Superannuation Trust Financial Report for 2023/2024 Trustee Financial Report for 2023/2024 |
| 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. |
| The Financial Services Guide | Combined Financial Services Guide |
| Fee Definitions |
Defined Fees - MySuper and Premium Choice Defined Fees - Income account products |
| Modern Slavery Statement |
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| Significant Events Register | Significant Events Register |
| 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 (financial years) |
2023-2024 2022-2023 2021-2022 2020-2021 2019-2020 2018-2019 2018 (calendar year) 2017 (calendar year) |
| 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 |
| 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 |
| Responsible Investment Policy Summary | Responsible Investment 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 Defensive Superannuation and TTR Emerging Markets Income account Emerging Markets Superannuation and TTR 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 |
Disclosure
Read about our Remuneration, Trust Deeds, Governing Rules, Product Disclosure Statements, Target Market Determinations, Annual Reports, Significant Event Notices, and more.