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About Catholic Super

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About Catholic Super

 

Catholic Super is a public offer industry superannuation fund established in 1971 to help employees save for their retirement. It is a complying superannuation fund under the Superannuation Industry (Supervision) Act.


Who looks after your super?

 

Trustee Directors

 

Catholic Super (ABN 50 237 896 957) (AFSL 246664) (RSE L0000307) (RSE R1000597) is governed by a Corporate Trustee, CSF Pty Limited (ABN 30 006 169 286).

 

Trustee Directors are ultimately responsible for administering the Fund in accordance with the law and the Fund’s Trust Deed. The Trustee Board has ten Directors, with equal representation from employer and member groups. Directors are elected by the respective employers or members of the Fund.

 

The term of office of each Director is six years. An election is decided on a first-past-the-post basis (that is, the nominee who receives the most votes will be elected).

 

The current Directors are:

 

Member representatives

Joe Sirianni

Teacher, Holy Eucharist School, St Albans South, Victoria
John Connors Principal, St Anne's Primary School, East Kew, Victoria
Frances Renehan Teacher, Lavalla Catholic College, Traralgon, Victoria
John Mildren Deputy Chairman of Catholic Super, Project Manager, Victorian Institute of Teachers
Deb James Secretary, Victorian Independent Education Union, South Melbourne, Victoria

 

Employer representatives

Peter Bugden Chairman of Catholic Super and a part-time officer of the Fund
Frank Pegan Chief Executive Officer, Catholic Super. Mr Pegan is a full-time officer of the Fund
Marcia Clohesy Team Leader, Human Resources, Catholic Education Office, East Melbourne
Rosemary Scarlett Business Manager, Marymede Catholic College, South Morang
Brian Reed Deputy Principal, Sacred Heart College, Kyneton, Victoria

 

Staff

Catholic Super employs salaried professionals to help manage some aspects of Fund operations in-house. Fund employees do not receive any commissions.


Frank Pegan Chief Executive Officer
Joe Farrugia Company Secretary
Judi Quinn Client Services and Communication Manager
Robert Clancy Marketing and Business Development Manager
Maxi Burmeister Digital Marketing Manager
Tim Hughes Chief Investment Officer
Libby Sparshatt Investment Officer
William Currey Investment Officer
Linh Nguyen Pensions Manager
Maggie Pantazis Administrative Assistant

 

CSF Financial Services

Catholic Super offers member services such as financial planning and retirement seminars through its wholly owned subsidiary, CSF Financial Services Pty Limited (AFSL 298046). All staff are paid a salary and are not personally entitled to any commissions which may result from any recommendations they make.  Refer to Financial Planning for more details.

 

Tom Sammann General Manager
Craig Voyer Financial Planner
Bette Sewell Financial Planner
Mark Juricskay Financial Planner
Bryan Coster Financial Planner
Eric Marshall Financial Planner
Ray Sibraa Member Education Manager
John Frogley Member Education Manager
Tania Novo Paraplanner
Peter Naumenko Paraplanner

 

Committees

The Fund's Trustee has established various committees and groups to specifically handle some aspects of Fund administration such as investments, insurance, risk management and audit requirements. These committees monitor the progress of the Fund, review the performance of external service providers and recommend policy to the Trustee Board.

 

Audit Committee
Rosemary Scarlett (Chair)
Deb James
Marcia Clohesy
Joe Farrugia

Simone Knight (Independent Consultant)

 

Risk Management Committee
Rosemary Scarlett (Chair)
Deb James
Marcia Clohesy
Frank Pegan
Joe Farrugia
Simone Knight (Independent Consultant)

 

The Investment Management Group

This group has the specific responsibility to monitor investment risk, strategies and performance.

Peter Bugden (Chair)

Dan Sexton
Frank Pegan
Tim Hughes
Andre Morony

Libby Sparshatt

William Currey
Andrew Harrex (Mercer)

 

The Insurance Reference Group
Frank Pegan (Chair)
Mark Juricskay
Judi Quinn

 

Other people who help us manage Catholic Super

 

The Trustee employs various professional advisers and service providers to assist in the management of the Fund. The Trustee is not associated with any of these organisations.

Administration Manager Australian Administration Services Pty Limited
Master Custodian National Custodian Services
Investment Managers Refer to Investment Managers
Bank Westpac Banking Corporation
Investment Consultant Mercer
Auditor Grant Thornton
Solicitors IFS Legal
Tax Advisors Deloitte
Consultant Professional Financial Solutions
Consultant Dymond, Foulds & Vaughan

 

Copyright CSF Pty Limited (c) 2004. All Rights Reserved.
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Copyright CSF Pty Limited (ABN 30 006 169 286) trustee of Catholic Super (ABN 50 237 896 957) (c) 2004-2008. All Rights Reserved.