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  • SASG minutes 16 August 2017

    Meeting details

    Venue:

    ATO Office, 52 Goulburn Street, Sydney

    Date:

    Wednesday 16 August 2017

    Start:

    10.00am

    Finish:

    2.40pm

    Chair:

    Cathy Cox

    Secretariat:

    Cheryl Ballinger

    Contact phone:

    (02) 4223 2795

    Note: SASG agendas, minutes and related papers are not binding on the ATO or any of the other bodies referred to in these papers. While every effort is made to accurately record views expressed, the wording necessarily represents a summary of statements of general position only, and care should be taken in interpreting those statements. These papers reflect the position at the date of release (unless otherwise noted) and readers should note that the position on any issue may subsequently change.

    Attendees

    Industry

    Name

    Organisation

    Ari Gerasimou

    CBA CommInsure

    Ian Roberts

    NAB

    David Kerr

    NAB

    Catherine Best

    QSuper

    Jun Tang

    OnePath

    Sam Finucan

    Bravura Solutions

    Sue Pearce

    Link Group – AAS

    Louise Hemmar

    Mercer Group

    Tina Cifelli

    AMP

    Kelly Kerr

    BT

    Dean O'Malley

    Super SA

    Darren Cox

    Super SA

    Fiona Galbraith

    ASFA

    Heide Stewart

    IOOF

    David Delaney

    ANZ

    Edwins Fung

    ANZ

    Amanda Gunn

    Mercer Australia

    Narelle Telfer

    Mercer Australia

    George Stilakos

    UniSuper

    Martin Mikulicin

    BT

    Matt Pritchard

    Precision Administration Services

    Namphi Nguyen

    Colonial

    Dianne Sherry

    Financial Synergy IRESS

    William Moy

    CBA

    Lex Dransfield

    Commonwealth Superannuation Corporation

    Mary Gale

    Link Group – Syncsoft

    John Hardas

    Link Group

    Maria Anislag

    Zurich Australia

    ATO Attendees

    Name

    Role

    Cathy Cox

    Assistant Commissioner, Client Services

    Shaun Ferabend

    Director, Client Relationships, Intermediaries and Assurance

    Frances Sainsbury

    Superannuation Program Design Lead

    Tracie Crowden

    Reporting to Government (B2G) Project

    Linda Cheesman

    Director, Funds

    Graham Whyte

    Assistant Commissioner, Technical Leadership and APRA Fund Engagement

    Annette Thurbon

    Director, SuperStream Delivery

    John George

    Director, Project Lead – Budget Measures and Change Implementation

    Kylie Smith

    Director, APRA Fund Client Experience and Member Reporting

    Tania McFaul

    SBSCH Transition Project Employer and Individual Client Engagement

    Christopher Webber

    Superannuation Product

    Ty Winmill

    Director, SuperStream Program

    Debbie Rawlings

    Assistant Commissioner, Super Employer Individual Client Engagement

    Julie Rowland

    Acting Director, Project Lead Downsizing into Super and LISTO Budget Measures

    Adam Reece

    Super Funds Audience Team

    Mark Barnett

    Director, APRA Fund Engagement

    Cheryl Ballinger

    Client Relationship Team

    Apologies

    Name

    Organisation

    Jayne Pocock

    QSuper

    Andrea Cooper

    Financial Synergy IRESS

    Kate Wilson

    ATO

    John Shepherd

    ATO

    Gillian Reeves

    ATO

    Timothy Coulter

    KPMG

      Last modified: 29 Nov 2017QC 53979