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Individuals Stewardship Group

What the Individuals Stewardship Group does, contact details, members and key messages from meetings.

Last updated 26 November 2023

The Individuals 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 and superannuation system to make it easy to get things right and hard not to, through an understanding of the effects on individuals in the community
  • gaining insights into issues faced by individuals to improve future approaches and processes
  • being a conduit for information-sharing between the ATO and individuals through the members’ respective engagement, education and communication channels for their networks
  • providing feedback on the proposed design of ATO’s service offerings and future direction for individuals.


The secretariat of the Individuals Stewardship Group can be contacted by email at


Group membership details




Andrew Watson (Chair), Individuals and Intermediaries


Annie Ferguson, Client Account Services


Melanie Casey, Individuals and Intermediaries


Robert Thomson, Individuals and Intermediaries


Sylvia Gallagher, Lodge and Pay


Trevor Schloss, Superannuation and Employer Obligations

AMES Australia

Chris Pierson

Australian Securities and Investment Commission

Benjamin Law

Australian Shareholders Association Limited

Eden Zanatta

Federation of Ethnic Communities' Council of Australia

Beth Hall

Financial Counselling Australia

Carmel Franklin

First Nations Foundation

Phil Usher

National Seniors Australia

Brendon Radford

People with Disability Australia

Samantha French

Real Estate Institute of Australia

Jock Kreitals

Tax Clinic

Connie Vitale


Bede Fraser

Key messages

Key messages from meetings held in the last 3 years are available below.

Regular meetings

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