A. Particulars of councillor. B. Particulars of related person. Signature and date of statement

Transcription

1 Versin Number: January 2012 Lcal Gvernment (Operatins) Regulatin 2010 Sectin 107 Frm 2 Register f interests f a cuncillr and their related persns This frm is t be used: a. fr initial ldgement f yur register f interests b. t amend yur existing register f interests. Fr a cuncillr cmplete sectin A. Fr a cuncillr s related persn cmplete sectins A and B. Examples have been prvided in grey, please remve when cmpleting yur register f interests. 1. Particulars A. Particulars f cuncillr Full name: Lcal gvernment: Psitin: Julie Anne Walker Gympie Reginal Cuncil Cuncillr B. Particulars f related persn Full name: Relatinship t cuncillr: Date f statement: 20 Nvember 2012 Signature f cuncillr: Signature and date f statement Ntes are available at the end f this dcument t assist yu with cmpleting yur register f interests. Register f Interests fr cuncillr r cuncillr s related persns 1

2 FINANCIAL AND NON-FINANCIAL PARTICULARS 2.1 Sharehldings r cntrlling interests in crpratins X Ularie Pty Ltd 1. Name f crpratin 2(a) 2. Cntrlling Interest? N NA 3. Sharehldings f the crpratin in ther crpratins 2(b) 4. Is the sharehlding held in a prpriety cmpany? 2(c) (if yes cmplete 2.2) N Register f Interests fr cuncillr r cuncillr s related persns 2

3 2.2 Sharehldings r cntrlling interests in crpratins (cntinued) 1. Name f prprietary cmpany 2(c) 2. Cmpany s investments 2(c)(i) 2(c)(ii) and 2(d) 3. Is this a subsidiary t the hlding cmpany? 2(c)(ii) 4.List the investments f the subsidiary cmpany 2(c)(iii) 2(c)(iv) *see ntes Register f Interests fr cuncillr r cuncillr s related persns 3

4 3. Psitins held as an fficer f crpratins Name f crpratin 3(a) Nature f crpratin s activities 3(c) Nature f ffice held 3(b) 4. Beneficial interests in trusts r nminee crpratins Name (r descriptin) f trust r crpratin s name 4(a) Nature f activities f trust/crpratin 4(b) X Ularie Pty Ltd Operatin f Glf Curse Trustee Nature f interest 4(c) 4A. Self managed superannuatin fund Name r descriptin f the fund 4A(2)(a) The nature f the activities f the fund 4A(2)(b) The investments r ther interests in prperty held, f which the relevant persn is aware, by the fund 4A(2)(c) Register f Interests fr cuncillr r cuncillr s related persns 4

5 5. Trustee f family r business trusts Name (r descriptin) f trust 5(a) Nature f activities f trust 5(b) Name f each beneficiary r class f beneficiary 5(c) X Ularie Trust Glf Curse Julie Anne Walker Gary Charles Walker 6. Interests in partnerships and jint ventures Name (r descriptin) f partnership/jint venture 6(a) Nature f activities f partnership/jint venture 6(b) Nature f interest 6(c) Register f Interests fr cuncillr r cuncillr s related persns 5

6 7. Interests in land X Suburb r lcality f land 7(a) Apprximate size f land 7(b) Purpse fr which land is used/intended t be used 7(c) Imbil 6 Ha Glf Curse & Residence Nature f interest 7(d) Jint Owners 8. Liabilities (excluding department stre and credit card accunts) Nature f liability 8(1)(a) Name f creditr 8(1)(b) X Mrtgage Bank f Queensland X Business Lan Bank f Queensland X Wyndham Vacatin Resrts Wyndham Finance Register f Interests fr cuncillr r cuncillr s related persns 6

7 9. Debentures and similar investments Name f crpratin the investment is in 9(b) Nature f crpratin s business 9(c) Nature f investment 9(a) 10. Savings and investment accunts held with financial institutins Name f institutin 10(b) Nature f accunt 10(a) X ING Savings Accunt X Bank f Queensland Ultimate Accunt X Bank f Queensland Lan Accunt X Bank f Queensland Wrking Accunt X Bank f Queensland Credit Card Accunt X Bank f Queensland Debit Card Accunt X Wide Bay Australia Savings Accunt X Wide Bay Australia Investment Accunt Register f Interests fr cuncillr r cuncillr s related persns 7

8 11. Gifts ver $500 r all gifts ttalling mre than $500 Name f dnr 11(1)(a) NA 12. Spnsred hspitality benefits Surce f the cntributin fr travel r accmmdatin received 12(a) Purpse f the benefit received 12(b) NA Register f Interests fr cuncillr r cuncillr s related persns 8

9 13. Memberships f plitical parties, bdies, assciatins and trade r prfessinal rganisatins Name f rganisatin 13 ress f rganisatin 13 X Liberal Natinal Party Glenelg Street, Suth Brisbane X Mary Valley Shw Sciety Edward Street, Imbil X Lake Brumba Fish Stcking Grup Lake Brumba, Imbil X Gympie & District Hckey Club Gympie X Neighburhd Watch Imbil X Imbil First Respnse Imbil X Imbil QCWA Imbil X Gympie & District Orchid Assc Gympie X Gympie Clla Turism Gympie Multicultural Infrmatin Netwrk Service 24 Lawrence Street, Gympie X Inc X Mary Valley Artslink C\ Pst Office, Imbil 14. Other assets ver $5,000 Details f ther asset/s 14 X X SUZUKI LIANA 2004 MODEL TIME SHARE WITH WYNDHAM RESORTS Register f Interests fr cuncillr r cuncillr s related persns 9

10 15. Other surces f incme mre than $500 a year Surce f incme Other financial r nn-financial interests knwn t the related persn that raise, appear t raise r culd ptentially raise, a cnflict between the interest and yur duty as a cuncillr Other interests 16 Register f Interests fr cuncillr r cuncillr s related persns 10

11 General ntes ing a particular Place a crss in the add bx in the left hand clumn when adding a new particular t yur register f interests. Remving a particular Place a crss in the remve bx in the left hand clumn when remving a particular frm yur register f interests. If there is insufficient space n this frm fr all f the details yu are required t give yu may attach additinal papers fr that purpse. Yu must sign and date each additinal paper. When cmpleting this frm, insert the wrds nt applicable, where apprpriate. The cmpleted frm (with an envelpe marked cnfidential ) is t be sent, within 30 days f cmmencement f duty r any changes f circumstances t the chief executive fficer f yur lcal gvernment. Related persns A persn related t a cuncillr need nt include infrmatin regarding an interest held jintly r in cmmn with the cuncillr which is already included in the cuncillr s register f interests. Sectin ntes The header f each field includes a reference in italics t the relevant sectin f the Lcal Gvernment (Operatins) Regulatin The fllwing ntes may assist yu with cmpleting yur register f interests - # Ntes Definitins 1 If a Cuncillr cmplete sectin A If a related persn t a Cuncillr cmplete sectin A and B If relevant persn is a sharehlder r has a cntrlling interest in a crpratin state the name f the crpratin. 2. If the relevant persn hlds a cntrlling interest in the crpratin tick the bx. 3. List the sharehldings f the crpratin in any ther crpratin/s. 4. If any f the sharehldings are held in a prprietary cmpany/s tick the bx and mve n t sectin State the name f the prprietary cmpany/s. 2. List any investments f the prprietary cmpany/s. 3. If any f the investments are a subsidiary t the prprietary cmpany tick the bx. 4. In clumn 4 list the investments f the subsidiary cmpany yu have listed in clumn 2 and if the investments include a subsidiary t that cmpany, state the name f the cmpany r its investment(s) yu may need t prvide this infrmatin in a separate signed attachment. A related persn is a spuse, a dependent child r smene whse affairs are s clsely cnnected with the affairs f a cuncillr, chief executive fficer r senir cntract emplyee, that a benefit derived by that persn, r a substantial part f it, culd pass t the cuncillr, chief executive fficer r senir cntract emplyee. A Crpratin includes a cmpany; and any bdy crprate (whether incrprated in this jurisdictin r elsewhere); and an unincrprated bdy that under the law f its place f rigin, may sue r be sued, r may hld prperty in the name f its secretary r f an ffice hlder f the bdy duly appinted fr that purpse. Hlding cmpany - in relatin t a bdy crprate, means a bdy crprate f which the first bdy crprate is a subsidiary Prprietary cmpany A prprietary cmpany is a cmpany that is registered as, r cnverts t, a prprietary cmpany under the Crpratins Act 2001 The number r mnetary value f shares des nt need t be stated. Register f Interests fr cuncillr r cuncillr s related persns 11

12 The mnetary value f investments des nt need t be stated. Share means any f the fllwing - a share in the share capital f the crpratin; stck; a cnvertible nte; r an ptin cntract. Subsidiary A bdy crprate is a subsidiary f anther bdy crprate if, and nly if: the ther bdy: cntrls the cmpsitin f the first bdy s bard; r is in a psitin t cast, r cntrl the casting f, mre than ne-half f the maximum number f vtes that might be cast at a general meeting f the first bdy; r hlds mre than ne-half f the issued share capital f the first bdy (excluding any part f that issued share capital that carries n right t participate beynd a specified amunt in a distributin f either prfits r capital); r the first bdy is a subsidiary f a subsidiary f the ther bdy. 3 Cmplete if yu are an fficer f a crpratin, including if yu are an fficer f any crpratins yu have stated in sectin 1. 4 If prviding a descriptin f the trust r nminee crpratin, the descriptin must be sufficient t identify the trust r crpratin. The mnetary value f beneficial interests des nt need t be stated. Officer f a crpratin means: a directr r secretary f the crpratin; r a persn: wh makes, r participates in making, decisins that affect the whle, r a substantial part, f the business f the crpratin; r wh has the capacity t affect significantly the crpratin s financial standing; r in accrdance with whse instructins r wishes the directrs f the crpratin are accustmed t act (excluding advice given by the persn in the prper perfrmance f functins attaching t the persn s prfessinal capacity r their business relatinship with the directrs r the crpratin); r a receiver, r receiver and manager, f the prperty f the crpratin; r an administratr f the crpratin; r an administratr f a deed f cmpany arrangement executed by the crpratin; r a liquidatr f the crpratin; r a trustee r ther persn administering a cmprmise r arrangement made between the crpratin and smene else. Trust des nt include the duties incidental t an estate cnveyed by way f mrtgage, but with that exceptin trust extends t implied, resulting, bare and cnstructive trusts, and t cases where the trustee has a beneficial interest in the trust prperty, and t the duties incidental t the ffice f a persnal representative. Nminee crpratin - means a crpratin whse principal business is hlding marketable securities as a trustee r nminee. 4A Cmplete if yu are a trustee f the fund r, if the trustee f Directr- see the Crpratins Act 2001 the fund is a crpratin, a directr f the trustee. 5 If prviding a descriptin f the trust, the descriptin must be Trust des nt include the duties incidental t Register f Interests fr cuncillr r cuncillr s related persns 12

13 sufficient t identify the trust. 6 If prviding a descriptin f the partnership r jint venture, the descriptin must be sufficient t identify the partnership r jint venture. 7 Includes any land leased, wned r mrtgaged, whether the interest is held alne, jintly r in cmmn with any ther persn. an estate cnveyed by way f mrtgage, but with that exceptin trust extends t implied, resulting, bare and cnstructive trusts, and t cases where the trustee has a beneficial interest in the trust prperty, and t the duties incidental t the ffice f a persnal representative. Jint venture business enterprise fr which tw r mre parties jin frces (nt necessarily in partnership r by the frmatin f a cmpany) Partnership the legal relatinship f persns carrying n sme business tgether with a view t prfit (prvided that they are nt members f an incrprated bdy) Examples f prperty where yu may hld an interest: Residential prperty leased, wned r mrtgaged by yu which may be yur place f residence r where yu have established a business Cmmercial prperty leased, wned r mrtgaged by yu which may be where yu have established a business Residential prperty where yu are the lessr f a prperty t anther party. Cmmercial prperty where yu are the lessr f a prperty t anther party. Fr privacy reasns, if the lessee is a crpratin, state the name f the crpratin (individuals d nt need t be stated) Investment prperty prperty held fr capital gain (nt leased r inhabited) Native Title land granted r where an applicatin is pending The full street address f the prperty des nt need t be stated. The mnetary value f investments r beneficial interests des nt need t be stated. 8 Amunts f $10,000 r less d nt need t be disclsed. The debt des nt need t be disclsed if it arises frm the supply f gds r services supplied in the rdinary curse f yur business r the business f a trust r private cmpany. Private cmpany - means a prprietary cmpany in which a relevant persn hlds securities Trust - means a trust f which a relevant persn is a beneficiary The financial amunt f liabilities des nt need t be stated. A line f credit des nt need t be disclsed until such time as it is used. 9 May include such investments as a term life insurance plicy where a return f the plicy s premium may ccur. The mnetary value f investments des nt need t be stated. 10 The accunt number f, r financial amunts held in, savings r investment accunts d nt need t be stated. 11 This des nt include gifts received frm related persns r ther persns related by bld r marriage r friends (including inheritance, endwments frm trusts, etc). Debenture see the Crpratins Act 2001 Gift means either f the fllwing - the transfer f mney r ther prperty: withut cnsideratin; r Register f Interests fr cuncillr r cuncillr s related persns 13

14 Includes electin dnatins. fr a cnsideratin substantially less than full cnsideratin; r 12 This des nt include incidental travel r accmmdatin that invlve little t n value. Fr example, sleeping a night at a family r friend s huse r car pling arrangements. 13 Includes hnrary patrns, hnrary members etc. 14 This excludes: husehld and persnal effects mtr vehicles used mainly fr persnal use superannuatin entitlements 15 Includes incme f a prprietary cmpany and f trusts in which the relevant persn has an interest. Includes any emplyment where earnings are mre than $500 per year 16 The particulars required fr each ther interest f a relevant persn are sufficient details f the interest t identify it. a lan f mney r ther prperty made n a permanent r indefinite basis, ther than an verdraft facility. A persn receives a spnsred hspitality benefit if the persn, ther than in an fficial capacity undertakes travel; r uses accmmdatin; and a cntributin, whether financial r nn-financial, fr the cst f the travel r accmmdatin is made by smene ther than the persn r their spuse. Interest, f the relevant persn, means a financial interest r nn-financial interest f which the relevant persn is aware; and that raises, appears t raise, r culd raise, a cnflict between the relevant persn s duty under the Act and the hlder f the interest. Imprtant nte Failure t cmplete r update a register f interests can give rise t an ffence, with assciated penalties t a maximum f $8500 (85 penalty units) and/r disqualificatin frm hlding ffice as a cuncillr fr fur years. If yu are unsure f yur bligatins with respect t registers f interest, it is strngly recmmended that yu seek independent prfessinal advice t clarify yur understanding f yur bligatins. Further infrmatin Fr further infrmatin regarding registers f interests please see the Department f Lcal Gvernment and Planning guidelines Register f interests requirements in the Lcal Gvernment Act 2009 and the City f Brisbane Act 2010 available at When cmpleting this frm, yu shuld refer t the Lcal Gvernment (Operatins) Regulatin 2010 made under the Lcal Gvernment Act 2009 (the Act) relating t the disclsure and registratin f a cuncillr and their related persns interests. See fr a cpy f the Regulatin and the Act. Register f Interests fr cuncillr r cuncillr s related persns 14