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You are invited to our Annual Member Meeting

Thursday, 3 March 2022,
6.00pm to 7.15pm (AEDT)

We’re pleased to invite you to our Annual Member Meeting where you’ll hear from members of the Board and the Executive Team about your super, how we are improving our service for members, as well as tips from our experts on how you can improve your financial wellbeing.

Putting financial wellbeing on the agenda

We think everyone deserves to feel confident about their financial future. So, our ambition is to create financial wellbeing for every Australian.

While financial wellbeing means different things to different people, your retirement savings are an essential ingredient for setting yourself up for the future.

Join us to learn more about your super.

Agenda

6:00 pm
Welcome and Chair’s Address

Lindsay Smartt

Fund and Market Update

Jonathan Armitage – Chief Investment Officer

Member Initiatives

Mark Oliver – Chief Distribution Officer

Sustainability

Sawsan Howard – Chief Corporate Affairs and Marketing Officer

Financial Wellbeing Panel Discussion
6:45 pm

Member questions

7:15 pm

Meeting concludes

How to attend

The meeting will be an online webinar, hosted from Sydney and Melbourne, and here’s how you can join us:

  1. Register your details by visiting our digital webinar platform
  2. We'll send you an email reminder before the meeting
  3. A personal meeting link to attend the meeting will be emailed to you before the meeting.

Register now

Our speakers

Lindsay Smartt

Lindsay Smartt

Independent Non Executive Director

Lindsay has over 35 years’ experience in financial services as a non-executive director and as an executive in superannuation, insurance and consulting.

Lindsay served as President of the Actuaries Institute and was Chief Risk Officer at Munich Re Australasia. He also held senior finance and actuarial positions at MLC and Hannover Life Re. Executive roles encompassed risk, finance, actuarial and investment performance measurement while consulting engagements covered a broad range of assignments in Australian and Asia.

Lindsay is a director of a number of IOOF Group Boards including IOOF Ltd and NULIS Nominees (Australia) and is Chair of IOOF Investment Management, One-Path Custodians and Oasis Fund Management Boards.

Lindsay is currently a non-executive director of Fidelity Life (a NZ company), Westpac’s Life insurance subsidiary (and previously its General Insurance and LMI subsidiaries) and various not for profit businesses.

Jonathan Armitage

Jonathan Armitage

Chief Investment Officer

Jonathan leads the investment team and assumes overall responsibility for the investment outcomes of the MLC portfolios. Jonathan joined MLC in August 2011 as Global Equities Portfolio Manager. He was appointed Head of Equities in December 2011 and Chief Investment Officer in March 2013. Jonathan has over 25 years investment experience, having worked in the UK, Australia and the US. Jonathan started his career at Schroders in London and has managed UK, Australian, Asian, US, EAFE and global equities. He was Head of US Equities at Schroders from 2005 and then a portfolio manager on the Global Equity team, which managed over US$15bn of assets for institutional and retail clients. Jonathan holds a Masters of Arts from Cambridge and CFA (previously Associate of the Institute of Investment Management and Research).

Mark Oliver

Mark Oliver

Chief Distribution Officer

Mark Oliver is IOOF’s Chief Distribution Officer and the Group executive responsible for Product, Sales and Relationship Management functions across Platforms, Investments and Private Trustee Services.

Mark joined IOOF in 2016 from BlackRock, where he was Managing Director, Head of Wholesale Advisory and iShares having previously held executive roles at SSgA and Credit Suisse Asset Management. He has over 25 years’ experience in the financial services in Australia and the UK. As an experienced wealth management distribution, product and marketing professional, Mark has a strong track record of building and reconfiguring businesses and leading multi-functional teams in Institutional, Wholesale and Direct Retail channels across a diverse range of wealth management products and services.

Sawsan Howard

Sawsan Howard

Chief Corporate Affairs and Marketing Officer

Sawsan has over 25 years’ experience in corporate and external affairs, communications, policy and advocacy and environmental, social and governance (ESG).

She has diverse experience having worked across many sectors, including financial services, infrastructure, energy and agriculture.

Prior to joining IOOF in August 2021, Sawsan has been the General Manager, Brand & Corporate Affairs at industry super fund, AustralianSuper. Prior to this she held senior roles at John Holland Group, a leading engineering organisation and Australian energy and broadband provider, Origin Energy.

We welcome your questions

All members registered to attend can submit questions before and during the meeting. Please note that questions relating to personal circumstances can’t be addressed during the meeting due to privacy restrictions.

The meeting will be online and a recording will be made available afterwards for you to watch at any time, along with the Annual Member Meeting minutes. Answers to questions, including those outstanding at the end of the meeting, will be published on our website within one month after the meeting.

Frequently asked questions

  • The Annual Member Meeting is an opportunity for members to hear about the performance of their super fund during the previous financial year ending 30 June, the economic outlook and the funds’ strategic plan. It also provides members with a forum to ask questions.
     
  • This meeting covers members who have their super in the following funds, MLC Super Fund, MLC Superannuation Fund, DPM Retirement Service and PremiumChoice Retirement Service.

    See below for a full list of products covered by this meeting.

    MLC Super Fund

    Plum Super
    Plum Personal Plan
    Plum Retirement Income
    MLC MasterKey Super & Pension Fundamentals
    MLC MasterKey Business Super
    MLC MasterKey Personal Super
    MLC MasterKey Term Allocated Pension
    MLC Capital Guaranteed Personal Super Savings Plan Series 1-2
    MLC Super Pension Plan
    MLC Maturity Growth Superannuation Plan
    MLC Whole of Life Superannuation
    MLC Endowment Superannuation
    Whole of Life
    Endowment
    MLC Pure Endowment Superannuation
    MLC Life Cover Super
    MLC Insurance (Super)
    MLC Protection - Life
    MLC Protection - Executive Life
    MLC Protectionfirst Super
    Solitaire
    MLC Term

    MLC Superannuation Fund

    MLC Wrap Super Series 2
    MLC Wrap Term Allocated Pension Series 2
    MLC Navigator Retirement Plan Series 2
    MLC Navigator Retirement Plan - Growth Pension Series 2
    Blueprint Retirement Plan Series 2
    Blueprint Retirement Plan - Growth Pension Series 2
    Blueprint Insurance (Super)
    Blueprint Protection – Life
    Enevita Platinum Retirement Management Solutions Series 2
    FC ONE Retirement Builder Series 2
    Portfoliofocus Premium Retirement Service Series 2
    Portfoliofocus - Premium Retirement Service - Growth Pension Series 2
    St Andrew's Retirement Plan Series 2
    St Andrew's Retirement Plan - Growth Pension Series 2

    DPM Retirement Service

    DPM Retirement Service Series 2
    DPM Retirement Service - Growth Pension Series 2

    PremiumChoice Retirement Service

    PremiumChoice Retirement Service Series 2
    PremiumChoice Retirement Service - Growth Pension Series 2

     

  • The NULIS financial year ends on 30 June, and the annual member meeting must be held by 31 March the following year.
     
  • Invitations to all super fund members are being sent from early to mid-December.

     

  • No, you don’t have to attend. You can watch a recording of the meeting on our website within 30 days.

     

  • Anyone can watch a recording of the meeting on our website within 30 days.

     

  • A recording of the meeting will be available within 30 days.

     

  • You can view the minutes, highlights and the 2020 Annual Member Meeting here.

     

NULIS Nominees (Australia) Limited ABN 80 008 515 633, AFSL 236465 (NULIS) is trustee of MLC Super Fund ABN 70 732 426 024, MLC Superannuation Fund ABN 40 022 701 955, PremiumChoice Retirement Service ABN 70 479 285 132 and DPM Retirement Service ABN 40 725 722 496. NULIS is part of is part of the group of companies comprising IOOF Holdings Ltd ABN 49 100 103 722 and its related bodies corporate (‘IOOF Group’).

This information is general in nature and does not take into account your objectives, financial situation or needs. You should consider whether it is appropriate for you. You should consider obtaining independent advice before making any financial decisions based on this information. It is recommended that you consider the relevant Product Disclosure Statements (PDS) before you make any decisions about your superannuation. You can obtain the latest copy of the PDS by calling us.