ANNUAL REPORT 2017 - 2018
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PRESIDENT’S INTRODUCTION This Annual General Meeting marks the end of my first year
Kangaroo Island, Overland Corner, Renmark, Moonta, Tumby
as President.
Bay and Burra.
I want to share some significant achievements of the year with you.
I am very pleased to report that the Trust is in its best financial
Our public forum on the status of heritage in government policy, held just before the State election, was well attended and received. In partnership with the Commonwealth Department of Environment & Energy, NTSA hosted a national conference in heritage tourism at Burra. The conference not only informed the attendees about the economic benefits of heritage tourism but also showcased Burra’s treasures to people from every state of Australia. In its midyear budget, the new State Government, as promised pre-election, allocated $500,000 towards restoration work at Ayers House. After some 16 years of negotiation, the State Government
position ever with our real estate portfolio at an all-time high of approximately $24 million. On behalf of Council I wish to acknowledge our sincere appreciation of the significant ongoing work done by our volunteers. Volunteers are at the heart of NTSA and improvement on defining their roles is high on my agenda. I look forward to working with the three new members elected to Council: former NTSA CEO Eric Heapy, planning lawyer, Paul Leadbeter and NTSA Burra Chair, Heidi Thompson. I am pleased to report that the gender balance on Council is slowly equalizing and there are now 5 females to 7 males.
transferred 24 built properties to the Trust, many of which we
I wish to thank outgoing councillors John Northwood, Sue
have managed and cared for since the 1960s.
Scheiffers and Robyn Wight for their collective 22 years on
Mid 2018 marked 40 years of heritage protection laws in our state. However, there is much work to be done so that our
Council and their considerable work especially in the areas of the Trust’s finances, branches, collections and volunteers.
heritage protection laws are simpler and decision-making is
I commend the efforts of the members of the four committees
transparent.
of Council.
The Trust’s new business arm, Australian Artisans Trade
I wish to pay a special tribute to our CEO, Darren Peacock, who
Academy, has carried out much needed heritage restoration
works so effectively and tirelessly on behalf of the Trust.
work at Glencoe Shearing Shed, Port Pirie Railway Station and Jacka House, Burra.
Last but not least, I must acknowledge the very significant contribution to the Trust’s well-being by my predecessor,
Throughout 2018 the Trust has continued to advocate on heritage Norman Etherington AM. As a result of his vision and dedication issues which we are able to do unfettered by obligations to
the Trust is a highly respected heritage advocate and has far
government. We are pressing on in relation to Martindale Hall and greater financial strength. The Council is further indebted to Fort Largs, both of which continue to languish. I have made it my business to meet NTSA members and volunteers outside the metropolitan area and have travelled to
Norman for his ongoing contributions as a current member of two of the Trust’s committees. Ms Deborah Morgan President
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CEO’S REPORT In 2017-18 we achieved resolution on some long standing matters supported by a generous grant from the Thyne Reid Foundation, and initiated a number of new and exciting initiatives to advance
which will enable us to set up a permanent training space in
the achievement of our strategic plan. The financial results show
the former Z Ward building at Glenside. We are developing a
that the Trust is now in the best financial position it has ever
number of programs and partnerships to position the academy
been. The dedication and hard work of many people over more
as a national centre for trade and professional training in heritage
than 60 years enables us to chart a bright new future for heritage conservation. conservation in South Australia.
In March at Ayers House we opened the Victorian-era costume
In the lead up to the State election in March, the Trust sought to
exhibition Age of Elegance, our first major temporary exhibition
bring issues around heritage protection and conservation to the
created in house, and using items from the Trust’s own costume
fore. We secured a number of policy commitments from major
collection. We continue to extend our program offerings with a
parties and conducted a public forum with election candidates
busy calendar of public events and a continuous schedule of tours
at the University of South Australia, attended by more than 300
and school group programs.
people and recorded for distribution online.
In November, Deborah Morgan succeeded Professor Norman
The election of the Marshall Liberal Government has opened a
Etherington as President. It has been a pleasure to work with
new relationship between the State Government and the Trust.
Deborah, the Council and the staff through a busy and exciting
We welcome the government’s commitment to provide the Trust year of change and innovation for the Trust. In the course of my with $500k towards the upgrade and enhanced activation of
work I am fortunate to travel to many parts of the state to see
Ayers House and look forward to working with the government
the activities of our local branch members. Both the President
on South Australia’s first heritage tourism strategy.
and I are keen to spend as much time as we can learning about
Developing our heritage tourism expertise and offerings is a key strategy for activating our heritage places and for generating income to support their preservation. In April we hosted a national heritage tourism summit in Burra, in partnership with
the many different operations of the Trust across the state. I am always delighted by the enthusiasm and dedication of our volunteers, working in our museums, heritage places and nature reserves and delivering events and other visitor experiences.
the Commonwealth Department of the Environment and Energy. The Trust is a people-powered organisation that relies on the The two day summit was attended by more than 60 people
commitment, effort and generosity of thousands of individuals
from around Australia and laid the foundation for a national
to achieve its purpose. I sincerely thank you all for your part in
heritage strategy to be developed by the Trust working with the
our success and look forward to working with you on the new
Commonwealth Government.
opportunities ahead.
Another of our priorities advanced this year is training and,
Dr Darren Peacock
in particular, heritage skills training to support the proper
Chief Executive Officer
maintenance, restoration and reuse of heritage buildings. In late 2017 we formally established the Australian Artisan Trades Academy (AATA). The establishment of the academy was
ANNUAL REPORT 2017 – 2018
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STRATEGIC DIRECTIONS The Strategic Plan sets the direction and high level objectives
The business planning framework is a tool for planning the
for the Trust. For the period to 2020, six strategic objectives
activities of our programs, sites and branches, including the
have been identified by the Council:
development of asset management plans and destination
• Being a respected, influential and independent voice for heritage conservation.
management plans for major sites. Seven key result areas can be used to set and measure local
• Promoting best practice in heritage protection and conservation.
objectives across conservation, destinations, experiences, learning, advocacy, information and governance, finance and
• Broadening and developing community engagement with heritage conservation.
administration. By applying a consistent planning framework aligned to the
• Working in partnership.
Strategic Plan the Trust will be more effective in achieving its
• Managing our assets for sustainability.
purpose in a co-ordinated and integrated way.
• Building a robust and resilient organisation.
BUSINESS PLANNING FRAMEWORK
Key Result Areas: Conservation Destinations Experiences
Strategic Plan
Learning Advocacy
Business Plan
NATIONAL TRUST OF SOUTH AUSTRALIA
Asset M’ment Plan
Destination M’ment Plan
Information Gov/Finance/Admin
Strategic Priorities
Strategic Objectives
Tourism opportunities
Strategic alliances
Working in partnership
Asset management
Valuing our staff and volunteers
Broadening and deepening community engagement with heritage conservation
Member and public engagement
Promoting best practice in heritage protection and conservation
Effective advocacy
Being a respected, influential and independent voice for heritage conservation
Adaptability
Improving communications
Education
Financial strength
Building a robust and resilient organisation
Integrity
Developing skills
Managing our assets for sustainability
Innovation
A community that values and enjoys its heritage as a living part of who we are.
Authenticity
Engagement
Vision
Community
Conservation
Sustainability
Advocacy
To protect and conserve South Australia’s natural, built and cultural heritage
Values
Core activities
Purpose
2020 STRATEGIC PLAN SUMMARY
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BEING A RESPECTED, INFLUENTIAL AND INDEPENDENT VOICE FOR HERITAGE CONSERVATION One of the key aspects of the Trust’s work is advocating for better
Adelaide Martin Haese, then Shadow Environment Minister David
heritage protection through legislation. In recent years, changes
Speirs MP, and leader of the South Australian Greens, Mark Parnell
to planning laws have created much uncertainty about the future
MLC. This report is one of the most significant surveys of public
of South Australia’s heritage protection system. The Planning,
opinion on heritage ever conducted in Australia. On the day the
Development and Infrastructure Act passed under the former Labor report was released the then Planning Minister announced that government has centralised planning and development decisions
he would be holding off on planned changes to local heritage until
and greatly reduced the rights of communities and individuals
after the election. Our local heritage protection system was safe,
to have input into those decisions. This legislation will be
for the moment at least. Once again, the Trust showed that rigorous
implemented fully over time through policies and regulations which independent advocacy can be effective in preventing policy outcomes are yet to be finalised, but which appear intended to diminish the
detrimental to the protection and preservation of our heritage.
protection of our heritage, particularly local heritage, those places
However, we must continue to be vigilant about what emerges in the
which have been determined by local communities to be worthy of ongoing rollout of new planning policies and regulations. formal protection. In 2016, the former government released a policy paper on local
In the lead up to the State election in March the Trust produced a policy platform called Valuing Our Heritage, advocating
heritage which caused great public concern, culminating in a major strengthening heritage protection, growing investment and public meeting at the Adelaide Town Hall. In response to that
increasing community participation. Valuing our Heritage was
paper, the Department of Planning, Transport and Infrastructure
launched at public forum at the Hawke Centre at UniSA attended by
that produced it received more than 180 public submissions. As
more than 300 people. The forum included a panel of seven election
the Department made no response to those submissions, the
candidates who addressed a range of questions from the public.
Trust’s former President, Professor Norman Etherington, took on the mammoth task of painstakingly analysing all of the submissions made. The resulting report The 2016 South Australian Community Consultation on Local Heritage was officially launched in October 2017 with presentations from the President, the Lord Mayor of
NATIONAL TRUST OF SOUTH AUSTRALIA
Since the election, we have established a close working relationship with the new Government and in particular with the Minister for the Environment and Water, The Honourable David Speirs, MP.
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PROMOTING BEST PRACTICE IN HERITAGE PROTECTION AND CONSERVATION As one of the largest owners of heritage properties in the country, the National Trust of South Australia aims for best practice in the conservation of its own properties and seeks to assist others to do the same. We have for a long time assisted many owners to fundraise for heritage conservation projects through the South Australian Heritage Foundation, helping to raise more than $3m in the past four years. In 2017 we launched a new initiative which will help the Trust and other heritage building owners to undertake cost effective conservation projects and also to train the next generation of
former Port Pirie Railway Station, one of our landmark properties. The Academy will base its operation in the remarkable former Z Ward building at Glenside in Adelaide. We were very grateful to be awarded a grant from the Thyne Reid Foundation to assist with the establishment costs for the Academy. In October, we jointly convened a one day conference on the subject of church conservation in conjunction with a range of church and heritage organisations. The conference was attended by more than 90 participants.
tradespeople in heritage conservation skills. The Australian
We continue to seek a successful resolution on the future of two
Artisan Trades Academy has been established by the Trust as a
heritage places owned by the State Government. At the end of
national centre for heritage skills training. Through the Academy,
2017-18 we still had no further advice from the Government on our
we aim to rebuild the skills base in many traditional trades and to
proposal in respect of the former Fort Largs at Taperoo.
undertake critical heritage conservation, restoration and adaptation
In the lead up to the election, the former government’s plans
projects.
to pursue legislation to dissolve the charitable trust covering
For some time, Australia has been disadvantaged by a national
Martindale Hall and remove its status as a conservation park
shortage of skills in traditional building techniques indispensable
were revealed. The strong public reaction against this proposal
to the sustainable preservation of our built heritage. In some
once again showed how the community remains determined to
cases, such as stonemasonry, the shortage of properly trained
keep this property in public hands. We reiterated strongly that
tradespeople means that necessary work is not being undertaken,
the Trust’s bid for Martindale Hall is still active and we continue to
or it is being undertaken incorrectly, with potentially damaging and
advocate it with the new State Government who have undertaken
expensive consequences. In March, we commenced work on
to give it genuine consideration.
removing many years of paint from the grand stone façade of the
ANNUAL REPORT 2017 – 2018
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BROADENING AND DEEPENING COMMUNITY ENGAGEMENT WITH HERITAGE CONSERVATION One of the main ways we seek to build interest and support for heritage conservation is in designing and delivering positive experiences at heritage places for people of all ages. We aim to ensure that all those who visit our places or who enjoy another experience, such as an event or a tour, or who use our digital platforms, deepen their understanding of our heritage and develop a sense of its value to them. The Trust’s museums, heritage centres, nature reserves and heritage places offer many unique experiences of South Australia’s built, natural and cultural heritage. In 2017-18 we continued to deliver diverse experiences and commenced a major national initiative to promote ‘heritage tourism’ which we define as ‘travel to experience stories, places and traditions embodied in natural, built and cultural heritage’. The National Trust of South Australia is leading a national initiative with the Commonwealth Department of the Environment and Energy to develop the heritage tourism industry in Australia. In April, we hosted a national heritage tourism summit in Burra, bringing together more than 60 delegates from the heritage and tourism sectors to explore the opportunities for developing the potential for heritage tourism, particularly in regional Australia. Keynote speakers included the Chair of the Australian Heritage Council, the Minster for the Environment and Water and Donovan Rypkema, international heritage economics expert. We continue to present popular new exhibitions at our flagship property Ayers House. The Age of Elegance exhibition, cocurated with acclaimed costume designer Marion Boyce, featured rare Victorian-era costumes and coincided with the major French Impressionist show at the Art Gallery. This is the first major temporary exhibition that we have produced in house using our own costume collection, displaying many items not previously seen. Record numbers of school and family groups have visited Ayers House this year for guided curriculum-based programs and a range of special family events and holiday programs. Selfdirected craft activities with a Victorian theme are popular as well as traditional games and helping out around the house as ‘servants in training’. The annual Australian Heritage and South Australian History Festivals are an opportunity to showcase our heritage places and to offer new programs and events. The Trust is the largest presenter of events in these festivals, with 77 events across the state for this year’s festivals attended by more than 7 400 people between April and May. The annual Pioneer Women’s Trail walk from Hahndorf to Beaumont attracted a record number of participants, with more than 660 walkers. At the Beaumont end, our first Heritage Harvest day at Beaumont House welcomed walkers with food stalls, live music and the annual olive harvest from the historic Beaumont olive grove.
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WORKING IN PARTNERSHIP
Collaborative and commercial partnerships enable the Trust to achieve much more than we can on our own. We work with dozens of partners at a local, state and national level, including businesses, government, individuals and other community organisations. We highly value what those partnerships bring to the work of the Trust. In 2017-18 we developed a number of new partnerships as part of key initiatives and strengthened our working relationships with others. Like the National Trust, the Royal Automobile Association (RAA) is a well-known South Australian membership organisation. In 2017 we initiated discussions about developing a partnership and experimented with some promotional initiatives around National Trust membership and discounts for RAA members at Trust properties and events. Through another new partnership, with the Bundanon Trust, we welcomed our first Composer in residence, Gabriella Smart, at Beaumont House. The Prelude program, funded by the Australia Council, provides a short term residence for contemporary composers in historic houses. As a result, we enjoyed a number of music performance as Beaumont House, Ayers House and Z Ward. Music performances have also increased through our partnership with oboist Celia Craig, who curated the first Signature Series of chamber music concerts at Ayers House in 2017. The series makes use of the outstanding acoustics and elegant ambience of the State Dining Room to provide a memorable experience with
some of the most talented local and visiting musicians. Ayers House was also the venue for our Spectacular Silver weekend, two days of silver displays, workshops, talks and a silver antiques fair presented in partnership with the Antique Dealers Association. Many of our branches have close and productive working relationships with local councils. This year we formed a formal partnership with the Goyder Council to advance heritage tourism in the Burra region. Through our civic partnership program, we have worked closely with the Adelaide City Council. The Council co-sponsored the visit to Adelaide by international heritage economist Donovan Rypkema who gave a public address at the Adelaide Town Hall in May and met with a range of people to advocate greater awareness of the economic benefits of heritage conservation. Working with the City of West Torrens, we commenced providing events management services at Cummins House in Novar Gardens. The Australian Artisan Trades Academy has formed important partnerships with government and commercial partners such as Dulux. Our ongoing sponsorship relationships with Wines by Geoff Hardy, Beerenberg Farm and Tech Dry continue to develop positively. We have increased our volunteer base in our nature reserves and established partnerships with community and commercial organisations, including a corporate volunteering partnership with the National Australia Bank where their staff undertake maintenance work in our reserves.
ANNUAL REPORT 2017 – 2018
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MANAGING OUR ASSETS FOR SUSTAINABILITY After discussion and negotiations extending over almost twenty years, in 2017-18 we finally secured the transfer into National Trust ownership of 24 Crown Land properties that had been in the care and control of the Trust for many decades. Although we have had responsibility for the upkeep of these properties and their presentation to the public - in some cases for fifty years - and had expended more than $50m on their maintenance and operation over that time, the State Government had been reluctant to consider a transfer of ownership to the Trust.
We hold the largest property portfolio of any National Trust in Australia. In fact the National Trust of South Australia manages more properties than all of the other National Trusts in Australia combined. Our properties are both an extraordinary asset and a great responsibility. Much of that responsibility is borne by our branch volunteers who care for those properties on a day to day basis, and are extremely resourceful in managing their maintenance. We are always seeking the most cost effective ways to maintain these places and to ensure that they are economically sustainable.
The transfer of 24 of those properties was agreed in the last days of the Labor Government, but was also supported by the then Opposition. The transfer of the first 19 properties was completed in June and was cause for celebration for those branch members who have long cared for these places on behalf of the community without the security of ownership. The new Liberal Government has committed to completing the transfer of at least another five properties. These transfers add significantly to our property portfolio, but there are no new costs of ownership other than additional insurance, as we have always carried the costs of maintaining and managing these properties. Ownership of the properties provides much greater opportunities to invest in them and to develop new economic uses.
In 2017 we commenced a review of the future conservation requirements of the properties that we own, including the ones transferred from the State Government. Each property, particularly those that are state heritage listed, require a long term conservation and maintenance plan. We have also developed a template for preparing conservation management plans for our nature reserves, starting with Brinkworth Reserve at Port Lincoln. In this way we will ensure the future sustainability of these properties and the heritage values that they protect. For some of our major sites, such as Ayers House, Collingrove Homestead and Olivewood, we have commenced master planning for future heritage tourism opportunities.
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BUILDING A ROBUST AND RESILIENT ORGANISATION The Trust is a complex organisation that has endured and prospered over more than 60 years through the dedication and generosity of many people. One of our strengths is our widely dispersed branch network, with 46 local branches providing a major focus for volunteer activities. Increasing regulation of not-for-profit organisations and regulatory expectations regarding safety, workplace conditions and financial management means that we need greater use of standards and policies in our work and to apply them consistently across the organisation. To that end, we have been working through the existing policies and operating procedures governing the Trust. In 2017 we worked with a number of branches to identify potential subjects for group learning around matters of shared interest. The first learning forum, on the use of contemporary digital technologies, was held in June at Beaumont House. With support from the Commonwealth Government through the Building Better Regions Fund, the Riverland branches are working on an innovative mentoring program to assist them to develop business plans for their operations, which we hope will be a model we can replicate across the state. At the 2017 Annual General Meeting the membership approved changes to the rules of the organisation to simplify the structure and appointment of our governing Council. Going forward there will be a 12 member Council directly elected by the membership. This means that all members have an equal vote in the election of councillors, wherever they live. In order to ensure members living outside of Adelaide are guaranteed a voice in council deliberations, a minimum of three places have been reserved on the council for councillors resident outside the metropolitan area. These new rules are designed to increase the fairness, transparency and efficiency of our governance arrangements. Financially, the Trust is now in the strongest position it has ever been in. Our assets are mostly held in property, which generate the greatest portion of our income, but which also require significant ongoing maintenance and investment. One of our key strategic challenges is to ensure that our properties are economically viable and that we put them to the most economically sustainable use. This will require us to review over time how we use our buildings and also our other most crucial resource, the commitment and labour of our volunteers. The Trust is supported by a host of people including our members, patrons and donors who generously contribute to supporting our work. In September we hosted a dinner at Ayers House for 75 people to acknowledge the support of our patrons and corporate supporters. Jane Hasell-McCosh from Dalemain Estate in the UK was the guest speaker. We encourage all people to support the Trust in whatever way they can as members, donors and/or as volunteers.
ANNUAL REPORT 2017 – 2018
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BRANCHES National Trust Branch members preserve and manage buildings, reserves and collections throughout South Australia. Many present public programs through museums, tours and events. Some Branches are primarily focussed on advocacy work to protect heritage places and most participate in local as well as state- wide events such as the Australian Heritage Festival and the South Australian History Festival. There are 47 local area branches: Adelaide Metropolitan
Kingston SE
Burnside
Millicent
Gawler
Mount Gambier
Port of Adelaide
Naracoorte
Tea Tree Gully
Penola
Ceduna
Robe
Cleve
Coromandel Valley
Koppio
Goolwa
Streaky Bay
Hahndorf
Tumby Bay
Kingscote KI
Whyalla
Mount Barker
Auburn
Mount Lofty
Burra
Penneshaw
Clare
Port Elliot
Jamestown
Strathalbyn
Port Pirie
Victor Harbor
Barmera
Willunga
Berri
Ardrossan
Overland Comer
Central Yorke Peninsula
Renmark
Kadina
Waikerie
Minlaton
Beachport
Moonta
Glencoe
Wallaroo
Keith
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2017 VOLUNTEER & AWARD RECIPIENTS
Our annual awards recognise the important contributions made by volunteers to the work of the National Trust. In 2017 the following awards were made at the Annual General Meeting in November.
CERTIFICATE OF APPRECIATION Mr Trevor Riches Trevor has been actively working for the Strathalbyn Branch for over 10 years, served as Committee member for 9 years and Branch Chair for 6 years. He has set up and managed the website and been involved in many successful grant applications. He has also written information for 4 major museum displays.
Mrs Gillian Riches Gillian has been actively working in the Strathalbyn branch for 10 years, and served as Secretary for 1 year. She has been largely responsible for the design and installation of most of the recent museum displays, and has assisted with successful grant applications.
Ms Heather Kellas Heather has been actively working for the Mount Gambier Branch for over 12 years, and has been Branch Secretary for 10 of those years. She has shown superb dedication to the Glencoe Woolshed and the Old Mount Gambier Courthouse.
Mr Melville Liddle Melville has worked regularly as a volunteer at many reserves, Professor Norman Etherington AM presents award to Mr Melville Liddle
including Lenger, Engelbrook and Fraser, for over 20 years. He has made a substantial contribution towards weed control, fence maintenance and other work on these reserves, with special mention of the restoration and maintenance of the historic cottage at Lenger Reserve.
Mr Geoff Will Geoff has volunteered regularly with the Port Lincoln branch and particularly at Brinkworth Reserve since 1992, as well as making a substantial contribution at Marble Hill in 1983-85.
ANNUAL REPORT 2017 – 2018
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HONOUR AWARDS Mr Alan Miller
Government Maintenance grant, has been involved with many Fire Engine Rallies and set up and supervised the ‘Work for the Dole’ scheme in Burra. Paul has, and still is, making
Alan has served on the committee of Mount Lofty Branch
extraordinary contributions to the work of the Trust at Burra
for 9 years, and as Secretary for 4. He acted as advocate
and is most deserving of this award.
between the Branch and State Office in 2009. He has also worked in the grounds of Stangate House, doing repairs, property maintenance and gardening for 12 years. He helps with opening up the property for events and Open days and has been a willing helper and a steadying influence on the Committee.
DR MILDRED MOCATTA AWARD Professor Norman Etherington AM In his time as President of the National Trust of South Australia from 2012, Norman made the Trust the voice of heritage protection and conservation in our state. His presidency
Lyn Radzevicius Lyn has been the driving force in the major upgrade of Stangate House and has worked closely with the Camellia Society. She also helped to set up and then maintain the website. She has co-ordinated many fundraising activities and open days. She has served on the Branch Committee for 8 years, and as Branch Chair for 4.
was the culmination of nearly fifty years of involvement with heritage matters here and in Western Australia. He brought to the office financial acumen, a vision of why heritage matters, strong leadership and a readiness to talk about heritage with anyone who asks. He became President when the Trust’s finances were in bad shape, and its counsels on heritage ignored by governments and major institutions. He leaves the office with the Trust’s finances healthier than they have ever been, and its role as the premier heritage body in the
Mr Len Phillips Len has been central to efforts to restore degraded mallee and Callitris pine vegetation through revegetation, rabbit control and minimal disturbance bushcare methods since 1999. He was the co-ordinator for many years, and spent thousands of hours performing on-ground works in all weather conditions at Lenger Reserve, despite the long distance from home.
state assured. His recent leadership in the fight to preserve local heritage exemplifies his dedication to what the National Trust stands for. He showed South Australians that heritage, so far from being a remnant of a forgotten past, is a vital part of what makes the places we live and work in attractive to us and admired by others. He also showed that preserving our past is good for the economy. He has been the gold standard of heritage advocacy and protection, and is a most worthy recipient of the Dr Mildred Mocatta Award, the National Trust’s
DISTINGUISHED SERVICE Mr Paul Marsson Paul has been a member of the National Trust for 10 years, serving on the Committee of the Burra Branch of the Trust during that time. He was also Regional Councillor for the MidNorth Region for 2 years. He has been involved in the Burra Visitor centre and the Burra Passport Committee. He was also involved with the group which finally achieved National Heritage listing for Burra and received the Local Hero Award at the 2017 Burra Tourism and Business Awards night. Paul has used his building expertise to improve many properties in the Burra area under a Commonwealth
NATIONAL TRUST OF SOUTH AUSTRALIA
highest honour.
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Top left: Lyn Radzevicius receives Honour Award. Middle left: Len Phillips receives Honour Award. Top right: Paul Marsson receives Distinguished Service Award. Bottom: Professor Norman Etherington AM receives Dr Mildred Mocatta Award.
ANNUAL REPORT 2017 – 2018
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VOLUNTEERS & MEMBERS The National Trust of South Australia is a membershipbased community organisation, relying on the support of its members through their annual subscriptions and participation in activities as volunteers, and as also as visitors to events. Many members also advocate for the work of the organisation and for the promotion and conservation of the heritage assets of South Australia. The generosity of members and partners enables the Trust to achieve its purpose. As at the 30 June 2017 we had 2,731 current memberships, the majority of which are household memberships consisting of more than one individual.
Golden oldies cuppa sharing and stories
There were 297 new memberships in 2017/18. Member benefits include free entry to National Trust properties world-wide and a quarterly magazine about contemporary heritage issues both locally and state-wide. Volunteers are a vital part of our organisation. In 2017/18 more than 1,186 registered volunteers across the State generously donated 121,000 hours to maintaining and looking after National Trust collections and museums, and to the management of events and tours that promote awareness of the rich heritage of South Australia. The economic value of this contribution can be estimated at nearly $3m annually. National Trust volunteers bring a wide range of skills and
Volunteers at Nurragi Reserve
many years of experience to their work with the Trust. The National Trust is committed to offering a high level of support to making sure that all volunteers have a rewarding experience. In partnership with other National Trusts of Australia, we are now working to develop new ways of recruiting and supporting volunteers. We would like to acknowledge all volunteers for the work they do for the benefit of the Trust and thank them for their generosity and dedication.
Tea Tree Gully Heritage museum event ‘Boys and their Toys’
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SUPPORTERS PARTNERS & SUPPORTERS
PATRONS
ABC Radio Adelaide Adelaide City Council Adelaide’s Haunted Horizons Adina Treasury Hotel Anlaby Station Art Gallery of South Australia Beach Energy Beerenberg Blue Sky Theatre Bundanon Trust Burnside Historical Society Children’s University City of Burnside City of West Torrens Community Alliance SA Conservation Council of South Australia Conservation Volunteers Australia Construction Industry Training Board Country Women’s Association Dalemain Estate, UK Dulux Environmental Defenders Office Film Art Media Glenside Hospital Historical Society Greening Australia History Teachers Association of South Australia History Trust of South Australia HSR Group ICOMOS Australia K1 by Geoff Hardy Makers Empire Marion Boyce Music SA Olives SA Regional Council of Goyder SA Open Gardens Scheme Sturt Street Primary School Tech-Dry The Adelaide Review Theodore Bruce Auctions Volunteering SA
In 2013 the President, Professor Norman Etherington AM, initiated a patron program for the National Trust of South Australia. Over 5 years the Trust has welcomed the support of more than 60 individuals, couples and families. In 2017/18, many current patrons renewed their commitment and several new patrons joined the program. We greatly appreciate their support. Sir George Kingston Patrons
Dr Barbara Wall
Mrs Janet Angas
Mrs Marion Wells
Mr Derek and Mrs Carlsa Carter
Mr Ian Young
Prof Norman Etherington AM &
Mrs Pamela Yule
Prof Peggy Brock Mr Christopher Hughes
Foundation Patrons
Mr Hugh and Mrs Fiona MacLachlan
Michael Abbott AO QC
Mr H Edwin Michell
Cavill Power Products Pty Ltd
Dr Patricia A Michell
Mrs Anne Jolly†
Ms Deborah Morgan and
Mr Robert (Bob) Piper AO† &
Judge Michael Boylan QC
Mrs Margaret Piper
Mrs Susan Morgan
Lady Porter†
Mr Ian Wall OAM
Mrs Eve Shannon-Cullity†
Mrs Pamela Wall OAM
Mrs Marion W Wells Mr Alastair Angas†
Edmund Wright Patrons
Mrs Margaret Bennett
Mrs Joan Beer
Mrs Rosemary de Meyrick
The Hon Bruce and Mrs Pamela Debelle
Mrs Skye McGregor
Mr Richard Harvey AM
Mr Robin & Mrs Helen Greenslade
Mr Antony & Mrs Mary Lou Simpson
Mr Richard Harvey AM & Mrs Cecily Harvey†
Colonel William Light Patrons
Mr Anthony Hurl
Dr John Davenport
The Hon Dr Diana Laidlaw AM
Dr Walter & Mrs Robyn Dollman
Mr John P Maddern†
Dr Barbara Hardy AO
The Hon Rod & Mrs Leonie Matheson
Mr James Harvey
Mr Peter Morgan†
Mr George & Mrs Eleanor Hobbs
The Hon Dr Kemeri Murray AO†
Mrs Kali Hunter Constantine
Mr John Phillips
Mrs Rosemary de Meyrick
Mrs M P Schroder
Mr Skip & Mrs Lilly Lipman
Mrs Sue Tweddell
Mr Ian H Lloyd
Mr Cedric Wells† OAM
Mr Jim & Mrs Doody Taylor
Mr R J Whitington QC
Mrs Pamela Thomson
ANNUAL REPORT 2017 – 2018
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Heritage drives tourism
Heritage Conservation shapes our identity and sense of place
Heritage conservation plays an important education and training role
Heritage promotes well-being and builds communities
Heritage-based regeneration spurs investment and innovation
Heritage conservation creates skilled local jobs
Heritage conservation promotes recycling and re-use, reduces carbon emissions and energy consumption
ANNUAL REPORT 2017 – 2018
20
OFFICE BEARERS Members of the National Trust
Ms Deborah Morgan (President,
of South Australia Council during
elected from November 2017)
2017/18.
Professor Norman Etherington AM (President, retired November 2017) Mr George Hobbs JP (Vice President) Dr Liz Burge Mr Bob Cornwell Dr Robert Dare (retired March 2018) Dr Walter Dollman Mr James Harvey (appointed November 2017) Ms Melanie Kiriacou Mr Brian McMillan Ms Caren Martin Mr John Northwood Ms Kath Rayner Mrs Sue Scheiffers Mrs Robyn Wight
NATIONAL TRUST OF SOUTH AUSTRALIA
21
FINANCIAL RESULTS For the year ended 30 June 2017
The financial results for 2017-18 show an overall surplus of
SOURCES OF INCOME
strong surpluses in 2014-15 and 2015-16. The large surplus for this year reflects the net gain from the transfer of 19 Crown Land
0.3% 5.8% 13.7%
28.6%
8.9% 5.5%
13.9%
10.7%
$5,123,910, compared with a deficit of $484,613 in 2016-17, after
12.5%
Admissions and tours
properties into Trust ownership. As all of the costs of maintaining
Grants and sponsorships
these assets were already being met by the Trust, there are no
Property leasing
additional costs of ownership, other than a slight increase in insurance expenses, which is more than outweighed by the greater
Sales of goods
freedom to utilise these properties for income generation. We
Membership fees
anticipate a further transfer of properties to the Trust in 2018-19.
Investment income
Operating income for the year was up by 12% from 2016-17
Fundraising and donations
and operating expenses were slightly lower. Our main sources
Bequests Other
of operating income are our public engagement activities. Admissions and tours and associated retail purchases account for approximately half of the total. Income from grants and sponsorship in 2017-18 was almost double that of the previous year and membership income was up 24% to $145 640. Donations and fundraising continue to be an important source of income,
3.7%
EXPENDITURE
down 3% on the previous year. Our major expenditure items are Employee expenses
13.4% 31.4%
0.6% 3.2%
8.7%
employment costs and the conservation and maintenance of our
Repairs and maintenance
buildings.
Occupancy expenses
The balance sheet has been significantly strengthened to its
Advertising
highest ever level. At 30 June 2018 the total assets of the Trust
Fundraising
14.1%
7.9%
unchanged at around $360 000. Total expenditure for the year was
stood at more than $33 million, up from $11.5 million three years ago. Our assets are principally held as property. We have, over
Administration
the past five years, also developed a separate investment fund for
Contractors
the future financial security of the Trust. The Audit Finance and
Depreciation
Governance Committee oversees the management of that fund, which now exceeds more than $3 million. Our strong balance sheet provides future security for the ongoing operations of the Trust in an environment of limited government financial support and significant competition for philanthropic giving and corporate sponsorship. Our growing property portfolio presents many new opportunities to generate income and to increase public engagement and participation in heritage conservation and reuse.
ANNUAL REPORT 2017 – 2018
22
STATEMENT OF PROFIT OR LOSS For the year ended 30 June 2018
NATIONAL TRUST OF SOUTH AUSTRALIA
ABN 45 432 652 725
2018
2017
$
$
Admission and Tours
743,234
754,797
Grants and Sponsorship
362,255
179,219
Property leases
324,906
297,651
Sale of merchandise
277,626
322,688
Membership fees
143,640
115,920
Dividends received
163,087
125,695
68,702
68,986
Revenue
Interest received Other income Assets transferred from SA Government Donations and Fundraising Bequests Gain on sale of investments
5,116,000
-
355,799
363,027
10,051
166,817
-
21,437
Sale of property
600,000
-
Other income
151,273
196,750
Total income
8,316,573
2,612,987
Employee expenses
(987,928)
(983,852)
Adminstration expenses
(443,908)
(476,072)
Contractors and consultant fees
(422,468)
(303,458)
Repairs and maintenance
(273,083)
(534,083)
Occupancy expenses
(247,062)
(231,871)
Depreciation
(116,552)
(67,147)
Advertising expenses
Less Expenses
(103,146)
(106,242)
Loss on disposal of investments
(24,293)
-
Fundraising and special event expenses
(17,755)
(33,002)
Grant expenditure
(15,224)
-
Sundry expenses
(491,259)
(525,589)
Total expenses Surplus / (Deficit) for the year
163,716
(311,425)
(3,142,678)
(3,261,316)
5,173,895
(648,329)
(49,985)
163,716
5,123,910
(484,613)
Other comprehensive income Revaluation of Financial Assets Total Comprehensive Income for the Year
NATIONAL TRUST OF SOUTH AUSTRALIA
23
STATEMENT OF FINANCIAL POSITION As at 30 June 2018
NATIONAL TRUST OF SOUTH AUSTRALIA
ABN 45 432 652 725
2018
2017
$
$
ASSETS Current Assets Cash and cash equivalents
2,556,879
2,382,463
Trade and other receivables
227,094
195,969
Inventories
143,292
169,460
2,927,265
2,747,892
Total Current Assets Non-current Assets Financial assets
2,095,374
2,172,912
Property, plant and equipment
28,777,602
23,643,585
Total Non-current Assets
30,872,976
25,816,497
Total Assets
33,800,241
28,564,389
Trade and other payables
537,559
475,104
Provisions
136,643
103,180
LIABILITIES Current Liabilities
Other Liabilities
72,817
77,746
747,019
656,030
Provisions
48,181
40,966
Total Non-current Liabilities
48,181
40,966
Total Current Liabilities Non-current Liabilities
Total Liabilities
795,200
696,996
33,005,041
27,867,393
Retained surplus
12,707,724
7,504,915
Reserves
20,297,317
20,362,478
Total Equity
33,005,041
27,867,393
Net Assets EQUITY
ANNUAL REPORT 2017 – 2018
With thanks to our corporate supporters
The National Trust of South Australia
National Trust of South Australia
is a community-based membership
Beaumont House
organisation established in 1955.
631 Glynburn Road
We work to preserve, protect and promote our built, natural and cultural heritage with the support of our members, volunteers and supporters. This document is available from nationaltrust.org.au/sa
Beaumont SA 5066 T (08) 8202 9200 admin@nationaltrustsa.org.au www.nationaltrust.org.au/sa ABN 45 432 652 725