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.
Contact
The secretariat of the Individuals Stewardship Group can be contacted by email at individualsstewardshipgroup@ato.gov.au
Members
|
Organisation |
Members |
|---|---|
|
ATO |
Andrew Watson (Chair), Individuals and Intermediaries |
|
ATO |
Annie Ferguson, Client Account Services |
|
ATO |
Melanie Casey, Individuals and Intermediaries |
|
ATO |
Robert Thomson, Individuals and Intermediaries |
|
ATO |
Sylvia Gallagher, Lodge and Pay |
|
ATO |
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 |
|
Treasury |
Bede Fraser |
Key messages
Key messages from meetings held in the last 3 years are available below.
Regular meetings
- 10 October 2023
- 11 July 2023
- 4 April 2023
- 18 October 2022
- 29 March 2022
- 10 November 2021
- 25 August 2021
- 25 May 2021
- 17 November 2020
For prior key messages, email the secretariat and specify what you require.
What the Individuals Stewardship Group does, contact details, members and key messages from meetings.