Annual Report 1999
caring for doctors by doctors since 1896

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PRESIDENT’S REPORT 1998-99

1 November 1999

It is my pleasure to present to you the annual report of the Medical Benevolent Association for the year ending 30 June 1999.

THE CHALLENGE.

At the end of 1998, 287 doctors and their dependents were receiving financial benefits and social work support from the Association. Of these 287 individuals, 166 were adults, 26 were tertiary students, 43 secondary students, 39 primary students and 13 were preschool age. The presenting causes for the doctors coming for help maintained the trend of recent years, with a worrying number suffering from psychiatric disturbance.

THE MEANS AVAILABLE TO HELP.

We sent our annual and Christmas appeals to 22,000 doctors in NSW and the ACT. Approximately 1 in 10 of these made a donation to the MBA last financial year. There was an 11% drop in the number of individual donors compared to the previous financial year. Fortunately, this reduced number gave more money per donation so that there was actually an increase of 11% in dollars donated. We are insecure about our shrinking donor base but deeply appreciative of the great generosity of those who do support us. The Hon. Treasurer’s report gives details of income and expenditure.

Many groups and associations continued their regular and long-standing support. Their donations are listed in the letter which accompanies our annual appeal each June. The Association is appreciative not only of these monetary gifts but also of the continuing high level of interest in our work from individuals and organisations which provides moral support for our efforts.

The Association is grateful for the donations-in-kind received from the NSW Branch of the AMA. The Branch's provision of meeting room and office facilities is essential to our functioning. We also receive funds from the Branch’s promotion of an optional donation to us via their annual membership renewal.

The Association receives income from an investment portfolio which is under the care of Westpac Investment Management. Skilful investing by our manager saw a healthy return from our portfolio, despite volatile market conditions and an appropriately conservative policy.

RESULTS ACHIEVED.

Gifts to beneficiaries totalled $232,964. Many beneficiaries do not have financial problems but do have need of skilled social work and counselling. The Association provided 997 hours of social work to doctors and their families. This cost $62,376 over the year. Thus the total funds expended on behalf of beneficiaries was $295,340, that is $5,679 for every week of the year.

Two trusts were administered for specified beneficiaries.

Our social worker attended a number of conferences and addressed several of them. She also continued her membership of the Doctors' Mental Health Implementation Committee and its Working Party.

Social Work services were made available to members of the Australian Dental Association and the Australian Veterinarians' Association. This was an initiative of the DHAS (NSW) who also give help to members of these bodies. We make no monetary gifts to them and minimal demands are made on our social worker's time. This action is in response to their request, and we believe it reflects well on the medical profession at no extra expense to the MBA. Most importantly, it supports our status as an organisation authorised to raise funds.

Council has always been alert for new ways to bring the Association’s presence to the attention of members of the profession. Accordingly, a Medical Benevolent Association of NSW Web site was set up on the Internet this year. This was an initiative of the Doctors’ Mental Health Implementation Committee. The Committee wanted to set up a Web site to assist doctors and approached the MBA for funding. Our Councillor, Dr Gary Galambos, devoted much time to setting up linked sites for the MBA, the DHAS (NSW) and the Doctors’Mental Health Implementation Committee. The result is a very professional production which we are sure will be of great benefit to doctors. The MBA is very pleased to have contributed $1,770 to setting up this project and has undertaken to contribute running costs of $708 per annum. We feel this is a totally appropriate way to spend some of the funds entrusted to us.

Our Honorary Treasurer, Dr Bob Wines, spent much time in researching and composing a brochure to be sent to doctors, asking them to consider the Association's needs when they make their wills.

This year's Christmas Appeal will be accompanied by an invitation for doctors to offer them- selves as MBA councillors. We particularly need younger doctors who are familiar with the strains of the early years of training and practice, as well as the expenses of a growing family.

SPECIAL EFFORTS RECOGNISED.

Mary Doughty has completed 35 years as the Association’s social worker. She is also our executive secretary. Her energy and professional dedication have been major factors in the development of the Medical Benevolent Association of NSW as the most productive of all Australian medical benevolent institutions. The MBA of NSW is the envy of the other states. The Queensland Branch of the AMA is hosting a National Doctors’ Health Conference next November. Mrs Doughty and I have been invited to attend and address the conference on "What works and why".

The MBA is in its one hundred and third year. Dr David Pope has served our profession as a Councillor of the MBA for almost one quarter of that time. He was elected to Council in 1976. David has chosen not to stand for Council this year. Fortunately for us, he has agreed to accept appointment as an Honorary Life Member. I will leave it to the proposer and seconder of his Life Membership to pay appropriate tribute to David's contribution to the Association. David’s service to his patients, his profession, his community and his country mark him as one who can truly be known as "a man for others".

Others must be thanked for their continuing contributions to the success of our efforts. I have already mentioned the financial and moral support given by the NSW Branch of the AMA. The Medical Board of New South Wales has made another generous donation this year and refers doctors for our help. The help we accept from the AMA and the Board in no way compromises our independence and confidentiality. We continue to look to the DHAS (NSW) as a source of referrals from amongst those to whom they give such invaluable help. Our accountants and auditors will be mentioned by name in the Treasurer’s report. Most importantly, I must thank the members of the Association’s Executive and Council. They offer their wisdom and experience to the MBA's deliberations. They give willingly of time, often with personal financial sacrifice. They carry responsibility for the correct corporate governance of a substantial organisation which is closely monitored by governmental authorities. Despite these demands, they bring to each monthly meeting a spirit of fellowship and camaraderie which makes our shared service in a good cause such a pleasure. This is the only reward the Association offers and I know every one of us feels well compensated.

 

Richard Herlihy
President

 

 

TREASURER’S REPORT 1998-99

1 November 1999

I have pleasure in presenting the audited financial statements for the financial year ended 30th June, 1999.

The Association recorded an operating surplus for the year of $66,275 - down frorn $141,858 in the previous year.

On the Income side, individual appeal donations this year increased to $146,621 from $106, 951 in the previous year. This is the result of an additional appeal at Christmas. Group donations again decreased. We need to continue to be resourceful to attract our share of the ever widening demands on the profession's generosity. This year all medical practitioners in NSW and the ACT received, with the appeal letter, a brochure on making a bequest to the Association.

Beneficiaries received $232,964 during the year ($295,340 if the Social Worker’s salary and expenses are included). This is in keeping with expenditure in recent years, despite there being an increased number of recipients. Our operating expenses of $145,486, including the Social Worker’s salary, were higher because of the increased appeal costs; however, the appeal responses more than compensated for this.

Our Investment Portfolio with Westpac Investment Management Ltd over the year realised 5.97% income return and 0.69% growth, a total return of 6.6%. Careful portfolio management allowed our investments to contribute $148,797 to our total outgoings of $378,450.

Our thanks are due to Gary Scarr of Westpac Investment Management Ltd, to Dennis Mattiske of HBL Mann Judd and to Mark Kelly of Deloitte Touche Tohmatsu for their professional assistance, availability for advice and their generosity when claiming a fee.

Mary Doughty’s untiring work for the Medical Benevolent Association continues. I would like to thank her once again for the assistance she has been to me during the year.

 

RD Wines
Hon Treasurer

 

 

SOCIAL WORKER’S REPORT 1998-99

1 November 1999

The past year has again been a busy and rewarding one. In September 1999 I attended the Annual General Meeting of the Epilepsy Association of NSW - the guest speaker was a young neurologist from The Sydney Children’s Hospital. In talking with him, he said he had never donated to the Medical Benevolent Association in the past because he thought no doctor should be in need; however, the recent death of a colleague from meningitis brought home the vulnerability of anyone to sudden death. This young man was an overseas postgraduate student, only halfway through his specially training; he has left a wife and two preschool children, in straitened circumstances and in need of counselling support.

The Chief Resident Medical Officer at The Sydney Children’s Hospital has made several confidential referrals to the Medical Benevolent Association in the past but this is one known to the entire medical staff and it will change their attitude to and knowledge of the Association.

There has been a slight decrease in the number of doctors referred - only one doctor and two dentists from the DHAS. I hope this reflects a greater acceptance within the medical community of its susceptibility to illness, both physical and psychological, and a willingness to accept help. That they are, in fact, no different to the rest of the community.

The NSW Medical Board's Impairment Programme continues to encourage doctors to acknowledge their problems and we certainly have numerous referrals from this source. I have recently conferred with Anne Scahill, Deputy Registrar, and Rebecca Macken about the work of the Association and the need for early referral of both the doctor and his/her family. Anne and Andrew Dix, the Registrar, are with us today.

In September I spoke at the Australian Society of Anaesthetists’ Provisional Fellows’ Day - a workshop entitled "Going into Practice" - and attended by anaesthetists and their partners. The workshop was well organised, with sound, practical advice. My topic was ‘Financial Traps’ and covered the problems presented to the Medical Benevolent Association, especially over-commitment in the financial area which leads to bankruptcy. I explained the way the Association could help with the necessities of life in these situations and why medical colleagues should support its work. I took part in the full day’s proceedings and was able to pick up on points made by other speakers.

Last November I went to Melbourne to attend the National Respite Conference and the National Epilepsy Association's Conference for Carers, speaking at the latter. Apart from increasing my own knowledge, it was an opportunity to talk with colleagues, parents and patients, over a wide range of health and care matters.

The Mental Health and Well being of Doctors Implementation Committee has continued its work. The Policy Document and the Strategies for Area Health Services were launched on 22/10/99 at Parliament House. The strategies for Schools and Colleges will be launched at the National Conference on Doctors' Health in Brisbane in November, together with a draft strategy for Rural GPs.

The National DHAS meeting will be held at the same time.

In Melbourne in August I met with Dr George Santoro who has been President of the Victorian Medical Benevolent Association for 22 years. We had a positive discussion about the differences in the way the two associations work and the desirability of using the social worker for initial and follow-up contact. Dr George Tippett, who is here today, spent yesterday with Richard Herlihy and David Pope talking about the role of the social worker and the general guidelines for administration.

Recently the Medical Benevolent Association of South Australia, which is being administered by the South Australian Branch of the AMA, requested information about the way NSW works and its relationship with other medical bodies.

I hope there will be an opportunity in Brisbane to encourage again the Medical Benevolent Association of Queensland to use a social worker. I know from telephone discussion with people who shall remain nameless that this would be welcomed by the medical community there.

I continue to attend Continuing Professional Education seminars/workshops arranged by the Australian Association of Social Workers and so remain an Accredited Social Worker.

I would like to thank John Moon and his wife, June, for representing the Order of Australia at this meeting. He and David Pope share a World War 2 background.

Lastly, my sincere thanks to David for being a wonderful work colleague - I have never thought of him as my boss. He and Margaret have become part of my extended family - and I was privileged to attend his 80th birthday celebrations. There is always a warm welcome and, when needed, words of wisdom.

 

Mary Doughty AM
Social Worker/Executive Secretary

 

 

INCOME & EXPENDITURE CHARTS

 

 


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Copyright © 1998-2004.
Medical Benevolent Association of New South Wales. All rights reserved.

Citation suggestion: Medical Benevolent Association of NSW, Annual Report 1997-9 (http://www.dmh.org.au/mba/report_1999.htm) [date accessed]

Last revised: 03 May 2004 05:28