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Private Groups Stewardship Group

What the Private Groups Stakeholder Group does, contact details, members and key messages from meetings.

Last updated 10 June 2024

The Private Groups 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, superannuation and registry systems to make it easy to get things right and hard not to get things right, through an understanding of the effects on the private groups sector
  • gaining insights into issues faced by the private groups sector to improve future approaches and processes
  • increasing community confidence and trust in the ATO by identifying ways to create a better client experience for the private groups sector through regular and open engagement and consultation
  • simplifying the administration of the taxation, superannuation and registry systems to encourage compliance and reduce costs.


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


Group membership details




Louise Clarke (Co-chair), Private Wealth


Andrew Watson, Individuals and Intermediaries


Jenny Lin, Private Wealth


Kasey MacFarlane, Private Wealth

Andersen Australia
Meng Lee


Michael Anderson

Chartered Accountants Australia and New Zealand

Michael Croker

CPA Australia

Bill Leung

Deloitte Private

Priyanka Subramanyam


Carlo Di Loreto

Fox Private Group

Garry Voigt


Michael Gastevich


Belinda Cheesewright

Law Council of Australia

Tuan Van Le

Oatley Family Group

Sharon Clark

Pticher Partners

Alexis Kokkinos

Tax Bar Association

Daniel McInerney KC

The Tax Institute

Jonathan Ortner (Co-chair)

William Buck

Tim Lyford

7-Eleven Group

Kenny Cheong

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.