BAS Agent Association Group Minutes, December 2013

Meeting details


Video conference at sites in Adelaide, Albury, Brisbane, Melbourne, National Office and Sydney
Audiolink to other sites


4 December 2013






Cameron Sorensen


Tricia Walsh

Contact Phone

07 314 95768


Cameron Sorensen
Assistant Commissioner


Matthew Addison
Executive Director

Institute of Certified Bookkeepers

Debra Anderson
Principal, Legally BAS

BAS Agent

Tony Austin
Membership Association Representative

First Class Financial Group

Maria Benardis
Professional Association Representative

Association of Taxation and Management Accountants and Association of Certified Bookkeepers

John Birse

Jim’s Bookkeeping

Kelli Day
Accounts by Day

BAS Agent

Rowena Hand
Principal - Books and BAS

BAS Agent

Martine Joly
Professional Association Representative

Institute of Chartered Accountants in Australia

Stuart Norman
Chief Executive Officer

Association of Accounting Technicians

Russell Smith
Carruss Consultants

BAS Agent and Tax Practitioners Board member

Peter Thorp
Member Agent

Australian Bookkeepers Network

Guest Presenters

Lekie Johnston
ATO - Assistant Director, TPALS

Agenda Item 2

John Becker
ATO - Assistant Commissioner, ATO Corporate

Agenda Item 3

Will Day
ATO - Assistant Commissioner, Serious Non-compliance

Agenda Item 3

Jennifer Moltisanti
ATO - Assistant Commissioner, Indirect Tax

Agenda Item 4

Janine Bristow
ATO - Senior Director, Indirect Tax

Agenda Item 4

Graham King
ATO - Senior Director, Business Reporting and Registration

Agenda Item 5

Colleen Colquhoun
ATO - Director, Superannuation

Agenda Item 6

Cristina O'Brien
ATO - Assistant Director Superannuation

Agenda Item 6


Joyce Correnza


Stephanie Caredes
Tax Counsel, Professional Association Representative

Tax Institute

Kerri Giles
BAS Agent

Kwik Biz Solutions

Robert Hutt
Professional Association Representative

Institute of Public Accountants


Tricia Walsh



BAS Agents Association Group (BASAAG) agendas, minutes and related papers are not binding on the Tax Office 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.

2013 Forward program

Potential agenda items or focus areas for discussion at future BAS Agent Association Group (BASAAG) meetings are listed below.

To raise an issue for consideration for the 2013 Forward Program, please forward details via email to the following mailbox:

  • Electronic Service Delivery

Agenda Items

Agenda items are provided by the Professional Bodies and the ATO, including the many joint ATO/practitioner/taxpayer liaison forums operating across Australia.

1. Introduction, apologies and confirmation of minutes

  • The meeting commenced at 09.30am.
  • Chair’s opening comments -

Co-chair Cameron Sorensen welcomed participants to this meeting which was held by videoconference over six ATO sites

Adelaide - 25 Franklin Street

Albury - 520 Smollett Street

Brisbane - 55 Elizabeth Street

Melbourne – 747 Collins Street

National Office - Gnabra Kembery, 21 Genge Street

Sydney – 52 Goulburn Street

and audiolink.

  • Guest presenters  
    • Assistant Director Lekie Johnston, TPALS (Agenda Item 2)
    • Assistant Commissioner John Becker, ATO Corporate (Agenda Item 3)
    • Assistant Commissioner Will Day, Serous Non-compliance (Agenda Item 3)
    • Assistant Commissioner Jennifer Moltisanti, ITX (Agenda Item 4)
    • Senior Director Janine Bristow, ITX (Agenda Item 4)
    • Senior Director Graham King, Business Reporting and Registration (Agenda Item 5)
    • Director Colleen Colquhoun, Superannuation (Agenda Item 6)
    • Assistant Director Cristina O'Brien, Superannuation (Agenda Item 6)
  • Apologies  
    • Assistant Director Joyce Correnza, TPALS
    • Kerri Giles, Principal Kwik-Biz Solutions
    • Robert Hutt, Professional Association Representative, Institute of Public Accountants
    • Stephanie Caredes, Tax Counsel, Tax Institute
  • Confirmation of the draft minutes for the 18 June 2013 meeting.

Draft minutes forwarded to members for comment on 23 July 2013. No comment was received.

Minutes have been published to

  • Record of action items listed for review

There were no outstanding items listed for review.

    Last modified: 06 Feb 2015QC 39578