• SIRN minutes 20 October 2014

    Key messages

    The Superannuation Industry Relationship Network (SIRN) recently hosted a co-design workshop to gain industry insights and seek input as to what industry would like the future experience of SMSFs and super intermediaries in interacting with the ATO (and Government more broadly) to be. The network met in Sydney on 20 October 2014 with 16 attendees from Industry and 9 from the ATO.

    Purpose

    The purpose of this SIRN was to provide an opportunity for participants to put forward any concerns from an intermediary perspective about their clients’ or members’ current interactions with the ATO. It is also an opportunity to put forward ideas on how these interactions may be improved in the future.

    Context

    The group actively discussed current interactions with the ATO from an SMSF perspective and identified positive interactions, issues and irritants, with opportunities for improvement. The main focus area for irritants was in the contributions and rollovers phase of the SMSF lifecycle.

    Outcome

    Following Industry feedback the ATO will now co-design, with Industry, an approach to improve the user experience and closely align with the principles of the ATO’s reinvention strategy.

    Find out more

    An issues and irritants document that outlines the discussion from the meeting is available for download. Download SMSF lifecycle – what is working, what isn't and suggestions for improvements?This link will download a fileThis link will download a file (PDF, 366 KB)

    End of find out more

    Meeting closed 12.30pm.

    Attendees

    Sky May (facilitator)

    ATO

    Mathew Bambrick

    ATO

    Karen Foat

    ATO

    Chris Denney

    ATO

    Mary Simmons

    ATO

    Nadia Alfonsi

    ATO

    Elissa Cooke

    ATO

    Catherine Barrett/Alex Powell (secretariat)

    ATO

    David Haynes

    AIST

    Paul Rafton

    BDO Australia Limited

    Marius Wentzel

    BT Financial Group

    Meaghan Unsworth

    BT Financial Group

    Michael Davison

    CPA Australia

    Liz Westover

    ICAA

    Claire Mackay

    Quantum Financial Services Australia

    Rob Jeremiah

    Small Independent Superannuation Funds Association (SISFA)

    Bruce Foy

    SMSF Owners’ Alliance

    Susan Orchard Susan (via phone)

    Orchard Chartered Accountants

    Graeme Colley

    SPAA

    Meg Heffron

    Heffron SMSF Solutions

    Mike Dennis

    Class Super

    Angela Gelonesi

    BT Financials

    Kathy Taylor Hofmann

     

    Shane Ellis

    SMSF Law Equity Protect / Shane Ellise legal group

      Last modified: 03 Feb 2015QC 44030