Requests for Access to the Deeds

A Number of written requests for access to the original Trust Deed and amending instruments where made to Directors of the NAB Trustee, PFS Nominees Pty Ltd.

A similar letter was sent to the Chairperson of PFS Nominees Pty Ltd, Ms Nicole Susan Smith {Received on 10 December 2014}

9 December 2014 Smith Access to Deeds

A similar letter was also sent to another Director of PFS Nominees Pty Ltd, Ms Eveyln Joy Horton {Received on 10 December 2014}.

9 December 2014 Horton Access to Deeds

A similar letter was also sent to another Director of PFS Nominees Pty Ltd, Mr John Joseph Reid {Received on 16 December 2014}.

13 December 2014 Reid Access to Deeds

Attached to these letters was a letter from the Deputy Premier and Attorney-General of South Australia, the Hon John Rau MP, confirming the rights of the beneficiaries of trusts established in South Australia to have access to the Deeds of the trust.

A letter has also been sent to the general manager of PFS Nominees Pty Ltd, Ms Lara Bourguignon, seeking access to the Deeds that determine the terms of the trust.

22 Oct 2014 Lara

A letter has also been sent to the general manager of PFS Nominees Pty Ltd, Ms Lara Bourguignon, seeking access to the Deeds of Appointment for recent trustees of the fund pursuant Section 84B of the Trustee Act 1936 (SA).

21 Oct 2014 Lara

More information of the right of a person with a “beneficial interest” in a superannuation trust to have access to the Deeds of the trust can be found here.

A Trustee is also under a duty to advise persons who have an interest in a trust of that “beneficial interest”, even if it is only contingent such as the entitlement of a widows to receive a survivorship pension.

More information on the duty of a trustee to advise persons with a beneficial interest in a trust of their entitlements under a trust can be found here.


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