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  • Private Groups Stewardship Group

    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 and superannuation system.

    The group provides an opportunity for strategic discussion to develop and improve the administration and operation of the taxation and superannuation system 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 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 and superannuation systems to encourage compliance and reduce costs.

    The ATO consultation protocol underpins the ATO’s consultation framework arrangements.

    Contact

    The secretariat of the Private Groups Stewardship Group can be contacted by email at PrivateGroupsStewardshipGroup@ato.gov.au

    Members

    Group membership details are listed below.

    Organisation

    Members

    ATO

    Tim Dyce (Chair), Private Wealth

    ATO

    Dana Fleming, Superannuation and Employer Obligations

    ATO

    Kasey Macfarlane, Private Wealth

    Arnold Bloch Leibler

    Paul Sokolowski

    Chartered Accountants Australia and New Zealand

    Michael Croker

    CPA Australia

    Greg Nielsen

    Deloitte Private

    Michael Gastevich

    Family Business Australia

    Wendy Foster

    Fox Private Group

    Garry Voigt

    Greenwoods & Herbert Smith Freehills

    Andrew White

    Independent Member

    Paul Brassil

    Law Council of Australia

    Angela Lee

    Lowy Family Group

    John Fanning

    Oatley Family Group

    Peter Gillett

    PFD Foods

    Peter Cartsidimas

    PwC Private Clients

    Michael Dean

    Tax Bar Association

    Terry Murphy QC

    The Tax Institute

    Mark Molesworth

    Key messages

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

    Regular meetings

    Special briefings

    For prior key messages email consult@ato.gov.au and specify what you require.

    Last modified: 18 Jan 2021QC 48344