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  • Trust Working Group 1: Closely-held trusts (including family discretionary trusts) - Membership

    Trust Working Group 1 is the ATO’s primary consultation forum for systemic matters related to the taxation of closely-held trusts (including family discretionary trusts).

    This Group was formed by the Consultation Steering Group as a special purpose working group to address a range of matters that if resolved, may decrease compliance costs for taxpayers, their advisers and the ATO.

    When the Group begins to actively consider a particular issue, further details of that consultation will be logged onto the ATO’s matters for consultation register.

    The Group will prioritise and drive its own work-plan and will evaluate progress and estimate the likely date of completion for this work as at 30 June 2015.

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


    The members of the Group are listed in the table below. In addition, subject matter experts may be invited to join discussions on particular issues from time-to-time.

    The Tax Institute

    Ken Schurgott


    Moira Merrick

    CPA Australia

    Alexis Kokkinos

    Institute of Public Affairs

    Lance Cunningham
    Tony Greco

    National Tax and Accountants Association

    Nick Connell

    Law Council of Australia

    Andrew Clements


    Tony Riordan


    Sue Piper


    Fiona Dillon (Chair)
    Tony Poulakis
    Lyn Freshwater (Secretariat)

    Secretariat/forum contact

    Further information in relation to the work of this forum can be obtained by contacting the Secretariat via email at

      Last modified: 21 Jun 2016QC 43242