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  • Private Groups Stewardship Group

    What the Private Groups Stakeholder Group does, contact details, members and key messages from meetings.

    On this page

    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

    Group membership details

    Organisation

    Members

    ATO

    Louise Clarke (Co-chair), Private Wealth

    ATO

    Emma Rosenzweig, Superannuation and Employer Obligations

    ATO

    Jenny Lin, Private Wealth

    ATO

    Kasey MacFarlane, Private Wealth

    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

    PwC Private Clients

    Michael Dean

    Spotlight Group Holdings

    Leah Edwards

    Tax Bar Association

    Daniel McInerney KC

    The Tax Institute

    Jonathon 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

    Special briefings

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

    Last modified: 27 Sep 2023QC 48344