Financial Services Industry Partnership minutes - 17 November 2011

Meeting details

Venue:	ABACUS 1 Margaret Street Sydney 2000
Date:	Thursday 17 November 2011
Start:	10.00am	Finish:	2.00pm
Chair:	Gordon Longhouse
Contact and Secretariat:	David Rubenis	Contact phone:	(03) 9275 2321

Attendees

Peter Kennedy	Mortgage & Finance Association of Australia
Daniel Newlan	Senior Adviser Abacus - Australian Mutuals
Pravin Madhanagopal	Financial Services Council
Blake Briggs	Financial Services Council
Paulo Pinto	ASIC
Ling Chew	ASIC
Helena Gibson	Financial Planning Association of Australia
Chris Matthews	Director - ITM
Kevin Nicholls	Self-Managed Super fund Professionals' Association of Australia (SPAA)
Adam Goldstien	Self-Managed Super fund Professionals' Association of Australia (SPAA)
ATO representatives attending
Gordon Longhouse	S&ME Technical Leadership (Chair)
Joanne Hannan	S&ME Risk Manager (by phone)
Joe Campana	Centres of Expertise, Finance and Investments
David Hume	Director, LB&I TOFA
Mathew Hanscombe	Director, Superannuation Technical Leadership
Nathan Firth	Senior Director, Aggressive Tax Planning (ATP), ATO
Stuart Forsyth	Assistant Commissioner, Super SMSF Segment (by phone)
Ha Le	Centres of Expertise, Finance and Investments
David Rubenis	Secretariat

Apologies

Gary Marizza	Assistant Commissioner S&ME
Ross Brookes	Assistant Commissioner TOFA LB&I
Phil Johns	CEO, National Financial Services Federation (NFSF)
Robert Hodge	ASFA
John McAlister	Standard Business Reporting (SBR), ATO
Tony Jacobs	Friendly Societies of Australia (FSA)
Deepti Paton	Tax Institute of Australia
Julie Johanssen	ASIC
Phil Johns	CEO NFSF
Keddie Waller	CPA Australia
Peter White	National President FBAA
Dr Sascha Walkley	AUSTRAC
Hugh Elvy	The Institute of Chartered Accountants in Australia
Denise Hang	AFMA
Calvert Duffy	Mortgage & Finance Association of Australia