The Private Groups Stewardship Group is one of the Stewardship groups operated by the ATO as a means of improving the client experience and administration of Australia’s taxation, superannuation and registry systems.
The group provides an opportunity for strategic discussion to develop and improve the administration and operation of the taxation, superannuation and registry systems into the future.
The group will focus on:
- identifying opportunities to improve the taxation, superannuation and registry systems to make it easy to get things right and hard not to get things right, through an understanding of the effects on the private groups sector
- gaining insights into issues faced by the private groups sector to improve future approaches and processes
- increasing community confidence and trust in the ATO by identifying ways to create a better client experience for the private groups sector through regular and open engagement and consultation
- simplifying the administration of the taxation, superannuation and registry systems to encourage compliance and reduce costs.
Contact
The secretariat of the Private Groups Stewardship Group can be contacted by email at PrivateGroupsStewardshipGroup@ato.gov.au
Members
|
Organisation |
Members |
|---|---|
|
ATO |
Louise Clarke (Co-chair), Private Wealth |
|
ATO |
Andrew Watson, Individuals and Intermediaries |
|
ATO |
Jenny Lin, Private Wealth |
|
ATO |
Kasey MacFarlane, Private Wealth |
|
Andersen Australia |
Meng Lee |
|
BDO |
Michael Anderson |
|
Chartered Accountants Australia and New Zealand |
Michael Croker |
|
CPA Australia |
Bill Leung |
|
Deloitte Private |
Priyanka Subramanyam |
|
Findex |
Carlo Di Loreto |
|
Fox Private Group |
Garry Voigt |
|
EY |
Michael Gastevich |
|
KPMG |
Belinda Cheesewright |
|
Law Council of Australia |
Tuan Van Le |
|
Oatley Family Group |
Sharon Clark |
|
Pitcher Partners |
Alexis Kokkinos |
|
Tax Bar Association |
Daniel McInerney |
|
The Tax Institute |
Jonathan Ortner (Co-chair) |
|
William Buck |
Tim Lyford |
|
7-Eleven Group |
Kenny Cheong |
Key messages
Key messages from meetings held in the last 3 years are available below.
Regular meetings
- 19 November 2024
- 16 September 2024
- 13 June 2024
- 14 March 2024
- 23 November 2023
- 18 September 2023
- 8 June 2023
- 8 March 2023
- 23 November 2022
- 1 September 2022
- 7 June 2022
- 9 March 2022
- 15 November 2021
For prior key messages, email the secretariat and specify what you require.