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  • Trust Working Group 2: Widely-held trusts (including custodians) - Membership

    Trust Working Group 2 is the ATO’s primary consultation forum for systemic matters related to the taxation of widely-held trusts (including custodians).

    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.


    Membership of the Group comprises of nominees from tax and accounting professional associations, relevant industry associations, ATO and Treasury members. 

    Membership comprises of the following standing members. In addition, subject matter experts may be invited to join discussions on particular issues from time-to-time.

    The Tax Institute

    Adrian O’Shannessy


    Tony Stolarek

    CPA Australia

    Alexis Kokkinos

    Institute of Public Affairs 

    Lance Cunningham
    Tony Greco

    Law Council of Australia

    Karen Payne

    Property Council of Australia

    Andrew White

    Financial Services Council 

    Carla Hoorweg

    Australian Financial Markets Association

    Ken Woo


    Sue Piper


    Fiona Dillon (Chair)
    Josephine Tiong
    Louise Andolfatto (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: 27 Nov 2014QC 43245