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  • Individuals Stewardship Group

    What the Individuals Stewardship Group does, contact details, members and key messages from meetings.

    On this page

    The Individuals 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 and superannuation system to make it easy to get things right and hard not to, through an understanding of the effects on individuals in the community
    • gaining insights into issues faced by individuals to improve future approaches and processes
    • being a conduit for information-sharing between the ATO and individuals through the members’ respective engagement, education and communication channels for their networks
    • providing feedback on the proposed design of ATO’s service offerings and future direction for individuals.


    The secretariat of the Individuals Stewardship Group can be contacted by email at


    Group membership details




    Michael Morton (Chair), Individuals and Intermediaries


    Alister Boyes, Individuals and Intermediaries


    Angela Allen, Client Account Services


    Jacqui Marchment, Lodge and Pay


    Melanie Casey, Individuals and Intermediaries


    Trevor Schloss, Superannuation and Employer Obligations

    AMES Australia

    Chris Pierson

    Australian Securities and Investment Commission

    Benjamin Law

    Australian Shareholders Association Limited

    Eden Zanatta

    Federation of Ethnic Communities' Council of Australia

    Beth Hall

    Financial Counselling Australia

    Carmel Franklin

    First Nations Foundation

    Phil Usher

    National Seniors Australia

    Brendon Radford

    People with Disability Australia

    Samantha French

    Real Estate Institute of Australia

    Jock Kreitals

    Tax Clinic

    Connie Vitale


    Bede Fraser

    Key messages

    Key messages from meetings held in the last three years are available below.

    Regular meetings

    For prior key messages, email the secretariat and specify what you require.

    Last modified: 31 May 2023QC 43722