{
  "entity_id": "B-003123",
  "folder": "Individuals-Stewardship-Group",
  "name": "Individuals Stewardship Group",
  "type": "Advisory Body",
  "jurisdiction": "Commonwealth",
  "portfolio": "Treasury",
  "website": "https://www.ato.gov.au/General/Consultation/Consultation-groups/Stewardship-groups/Individuals-Stewardship-Group/",
  "data_status": "stub",
  "completeness": {
    "has_strategy_brief": false,
    "has_strategy_structured": false,
    "has_vision": false,
    "has_kpi_targets": false,
    "has_kpi_results": false,
    "has_strategy_overview": true,
    "has_legislation_text": true,
    "has_legislation_structured": false,
    "has_global_initiatives_text": false,
    "has_ideas": true,
    "has_artifacts": false,
    "n_ideas": 12,
    "n_legislation": 0,
    "n_artifacts": 0,
    "n_kpi_targets": 0,
    "n_kpi_results": 0,
    "n_outcomes": 0,
    "verified_own_data": false
  },
  "strategy_profile": {
    "status": "needs_review",
    "confidence": "low",
    "summary": "",
    "official_site_url": "https://www.ato.gov.au/General/Consultation/Consultation-groups/Stewardship-groups/Individuals-Stewardship-Group/",
    "source_documents": [],
    "purpose": null,
    "vision": null,
    "strategic_priorities": [],
    "values": [],
    "outcomes": [],
    "performance_measures": [],
    "document_alignment_terms": {
      "must_support": [],
      "watch_terms": [],
      "avoid_claiming_without_evidence": []
    },
    "review_note": "Only low-confidence webpage, media, contact, news, or global-intelligence evidence is available."
  },
  "strategy_brief_md": null,
  "strategy_overview_evidence_md": null,
  "internal_strategy_evidence_md": "# Individuals Stewardship Group - Strategy, Performance, and Operating Profile\n\n**Generated at**: 2026-05-09T22:34:04.874106+00:00\n**Entity ID**: B-003123\n**Entity type**: Advisory Body\n**Jurisdiction**: Commonwealth\n**Portfolio**: Treasury\n**Website**: https://www.ato.gov.au/General/Consultation/Consultation-groups/Stewardship-groups/Individuals-Stewardship-Group/\n\n> Draft generated from scraped source material. Treat this as an evidence pack for editorial review, not a final judgement.\n\n## Source Coverage\n\n| Source type | Count |\n|---|---:|\n| pages | 2 |\n\n## Executive Readout\n\n### Purpose\n\n- 5 November 2025\n5 August 2025\n13 May 2025\n25 November 2024\n22 October 2024\n23 July 2024\n30 April 2024\n10 October 2023\n11 July 2023\nFor prior key messages, email the secretariat with your requirements.\n  Source: `pages/homepage.html (https://www.ato.gov.au/General/Consultation/Consultation-groups/Stewardship-groups/Individuals-Stewardship-Group/)`\n- Menu\nSearch\nIndividuals Stewardship Group key messages 5 November 2025\nKey topics discussed at the Individuals Stewardship Group messages 5 November 2025.\n  Source: `pages/about.html (https://www.ato.gov.au/about-ato/consultation/in-detail/stewardship-groups-key-messages/individuals-stewardship-group/individuals-stewardship-group-key-messages-5-november-2025)`\n- Published\n4 December 2025\nPrint or Download\nVulnerability capability\nThe ATO thanked members for their support and participation in the consultation process of the Vulnerability Framework, which was published on 21 October 2025.\n  Source: `pages/about.html (https://www.ato.gov.au/about-ato/consultation/in-detail/stewardship-groups-key-messages/individuals-stewardship-group/individuals-stewardship-group-key-messages-5-november-2025)`\n- The Commissioner spoke about the role of the ATO, our vision and the impact of the work we do.\n  Source: `pages/about.html (https://www.ato.gov.au/about-ato/consultation/in-detail/stewardship-groups-key-messages/individuals-stewardship-group/individuals-stewardship-group-key-messages-5-november-2025)`\n\n### Role and Functions\n\n- Some of the feedback received was identified as out of scope, such as items associated with policy and legislation or functions outside of the role of the ATO.\n  Source: `pages/about.html (https://www.ato.gov.au/about-ato/consultation/in-detail/stewardship-groups-key-messages/individuals-stewardship-group/individuals-stewardship-group-key-messages-5-november-2025)`\n- 5 November 2025\n5 August 2025\n13 May 2025\n25 November 2024\n22 October 2024\n23 July 2024\n30 April 2024\n10 October 2023\n11 July 2023\nFor prior key messages, email the secretariat with your requirements.\n  Source: `pages/homepage.html (https://www.ato.gov.au/General/Consultation/Consultation-groups/Stewardship-groups/Individuals-Stewardship-Group/)`\n- Menu\nSearch\nIndividuals Stewardship Group key messages 5 November 2025\nKey topics discussed at the Individuals Stewardship Group messages 5 November 2025.\n  Source: `pages/about.html (https://www.ato.gov.au/about-ato/consultation/in-detail/stewardship-groups-key-messages/individuals-stewardship-group/individuals-stewardship-group-key-messages-5-november-2025)`\n- Published\n4 December 2025\nPrint or Download\nVulnerability capability\nThe ATO thanked members for their support and participation in the consultation process of the Vulnerability Framework, which was published on 21 October 2025.\n  Source: `pages/about.html (https://www.ato.gov.au/about-ato/consultation/in-detail/stewardship-groups-key-messages/individuals-stewardship-group/individuals-stewardship-group-key-messages-5-november-2025)`\n- Common themes noted in consultation included consistency, transparency, flexibility, vulnerability, role of advisors and equity.\n  Source: `pages/about.html (https://www.ato.gov.au/about-ato/consultation/in-detail/stewardship-groups-key-messages/individuals-stewardship-group/individuals-stewardship-group-key-messages-5-november-2025)`\n- Members discussed the importance of currency of information available, while acknowledging the responsibility of providing up to date information lies with the professional providing the service.\n  Source: `pages/about.html (https://www.ato.gov.au/about-ato/consultation/in-detail/stewardship-groups-key-messages/individuals-stewardship-group/individuals-stewardship-group-key-messages-5-november-2025)`\n\n### Strategic Priorities\n\n- 5 November 2025\n5 August 2025\n13 May 2025\n25 November 2024\n22 October 2024\n23 July 2024\n30 April 2024\n10 October 2023\n11 July 2023\nFor prior key messages, email the secretariat with your requirements.\n  Source: `pages/homepage.html (https://www.ato.gov.au/General/Consultation/Consultation-groups/Stewardship-groups/Individuals-Stewardship-Group/)`\n- Menu\nSearch\nIndividuals Stewardship Group key messages 5 November 2025\nKey topics discussed at the Individuals Stewardship Group messages 5 November 2025.\n  Source: `pages/about.html (https://www.ato.gov.au/about-ato/consultation/in-detail/stewardship-groups-key-messages/individuals-stewardship-group/individuals-stewardship-group-key-messages-5-november-2025)`\n- Published\n4 December 2025\nPrint or Download\nVulnerability capability\nThe ATO thanked members for their support and participation in the consultation process of the Vulnerability Framework, which was published on 21 October 2025.\n  Source: `pages/about.html (https://www.ato.gov.au/about-ato/consultation/in-detail/stewardship-groups-key-messages/individuals-stewardship-group/individuals-stewardship-group-key-messages-5-november-2025)`\n- Attendees\nAttendees list\nOrganisation\nMember\nATO\nRowan Fox (Chair), Individuals and Intermediaries\nATO\nAnita Challen, Frontline Operations\nATO\nRenee Jones, Superannuation and Employer Obligations\nATO\nRobert Thomson, Individuals and Intermediaries\nATO\nTara Pamula, Frontline Operations\nAustralian Securities and Investment Commission\nAndrew Dadswell\nAustralian Shareholders Association Limited\nEden Zanatta\nConsumer Action Law Centre\nKirsty Robson\nFinancial Counselling Australia\nRebekah Sarkoezy\nFinancial Counselling Victoria\nZyl Hovenga-Wauchope\nPeople with Disability Australia\nJulian Laurens\nRelationships Australia\nSusan Cochrane\nTreasury\nRichard Maher\nGuest attendees\nGuest attendees list\nOrganisation\nAttendee\nATO\nChanara Fraser, Individuals and Intermediaries\nATO\nKatie Abela, Individuals and Intermediaries\nATO\nMichelle Mathews, Individuals and Intermediaries\nATO\n  Source: `pages/about.html (https://www.ato.gov.au/about-ato/consultation/in-detail/stewardship-groups-key-messages/individuals-stewardship-group/individuals-stewardship-group-key-messages-5-november-2025)`\n- Contact details\nYou can contact the secretariat of the Individuals Stewardship Group via email at\nindividualsstewardshipgroup@ato.gov.au\nMembers\nGroup membership details\nOrganisation\nMembers\nATO\nGrant Brodie (Chair), Individuals and Intermediaries\nATO\nAnita Challen, Frontline Operations\nATO\nKelly Norwood, Frontline Risk and Strategy\nATO\nRobert Thomson, Individuals and Intermediaries\nATO\nTara Pamula, Frontline Operations\nATO\nTrevor Schloss, Superannuation and Employer Obligations\nAustralian Multicultural Action Network\nRavi Krishnamurthy\nAustralian Securities and Investments Commission\nAndrew Dadswell\nAustralian Shareholders Association Limited\nEden Zanatta\nConsumer Action Law Centre\nKirsty Robson\nFinancial Counselling Australia\nLynda Edwards\nFinancial Counselling Victoria\nZyl Hovenga-Wauchope\nNational Seniors Australia\nBrendon Radford\nPeople with Disability Australia\nJulian Laurens\n  Source: `pages/homepage.html (https://www.ato.gov.au/General/Consultation/Consultation-groups/Stewardship-groups/Individuals-Stewardship-Group/)`\n- Individuals Stewardship Group key messages 5 November 2025 | Australian Taxation Office\n  Source: `pages/about.html (https://www.ato.gov.au/about-ato/consultation/in-detail/stewardship-groups-key-messages/individuals-stewardship-group/individuals-stewardship-group-key-messages-5-november-2025)`\n- It was noted 71 written submissions were received, with over 550 individual pieces of feedback recorded.\n  Source: `pages/about.html (https://www.ato.gov.au/about-ato/consultation/in-detail/stewardship-groups-key-messages/individuals-stewardship-group/individuals-stewardship-group-key-messages-5-november-2025)`\n- Consultation topics\ninclude accessibility, staff training, evidence and identification and management of financial abuse.\n  Source: `pages/about.html (https://www.ato.gov.au/about-ato/consultation/in-detail/stewardship-groups-key-messages/individuals-stewardship-group/individuals-stewardship-group-key-messages-5-november-2025)`\n- Last updated\n27 April 2026\nPrint or Download\nAbout the Individuals Stewardship Group\nThe Individuals Stewardship Group is one of the stewardship groups operated by the Australian Taxation Office (ATO) as a means of improving the client experience and administration of Australia’s tax, super and registry systems.\n  Source: `pages/homepage.html (https://www.ato.gov.au/General/Consultation/Consultation-groups/Stewardship-groups/Individuals-Stewardship-Group/)`\n- Over 30 submissions were received from individuals and small businesses who shared their stories and helped to contextualise the lived experience of the ATO's concessions policies.\n  Source: `pages/about.html (https://www.ato.gov.au/about-ato/consultation/in-detail/stewardship-groups-key-messages/individuals-stewardship-group/individuals-stewardship-group-key-messages-5-november-2025)`\n\n## KPIs, Targets, and Where They Are At\n\n- 5 November 2025\n5 August 2025\n13 May 2025\n25 November 2024\n22 October 2024\n23 July 2024\n30 April 2024\n10 October 2023\n11 July 2023\nFor prior key messages, email the secretariat with your requirements.\n  Source: `pages/homepage.html (https://www.ato.gov.au/General/Consultation/Consultation-groups/Stewardship-groups/Individuals-Stewardship-Group/)`\n- Menu\nSearch\nIndividuals Stewardship Group key messages 5 November 2025\nKey topics discussed at the Individuals Stewardship Group messages 5 November 2025.\n  Source: `pages/about.html (https://www.ato.gov.au/about-ato/consultation/in-detail/stewardship-groups-key-messages/individuals-stewardship-group/individuals-stewardship-group-key-messages-5-november-2025)`\n- Published\n4 December 2025\nPrint or Download\nVulnerability capability\nThe ATO thanked members for their support and participation in the consultation process of the Vulnerability Framework, which was published on 21 October 2025.\n  Source: `pages/about.html (https://www.ato.gov.au/about-ato/consultation/in-detail/stewardship-groups-key-messages/individuals-stewardship-group/individuals-stewardship-group-key-messages-5-november-2025)`\n- Attendees\nAttendees list\nOrganisation\nMember\nATO\nRowan Fox (Chair), Individuals and Intermediaries\nATO\nAnita Challen, Frontline Operations\nATO\nRenee Jones, Superannuation and Employer Obligations\nATO\nRobert Thomson, Individuals and Intermediaries\nATO\nTara Pamula, Frontline Operations\nAustralian Securities and Investment Commission\nAndrew Dadswell\nAustralian Shareholders Association Limited\nEden Zanatta\nConsumer Action Law Centre\nKirsty Robson\nFinancial Counselling Australia\nRebekah Sarkoezy\nFinancial Counselling Victoria\nZyl Hovenga-Wauchope\nPeople with Disability Australia\nJulian Laurens\nRelationships Australia\nSusan Cochrane\nTreasury\nRichard Maher\nGuest attendees\nGuest attendees list\nOrganisation\nAttendee\nATO\nChanara Fraser, Individuals and Intermediaries\nATO\nKatie Abela, Individuals and Intermediaries\nATO\nMichelle Mathews, Individuals and Intermediaries\nATO\n  Source: `pages/about.html (https://www.ato.gov.au/about-ato/consultation/in-detail/stewardship-groups-key-messages/individuals-stewardship-group/individuals-stewardship-group-key-messages-5-november-2025)`\n- Contact details\nYou can contact the secretariat of the Individuals Stewardship Group via email at\nindividualsstewardshipgroup@ato.gov.au\nMembers\nGroup membership details\nOrganisation\nMembers\nATO\nGrant Brodie (Chair), Individuals and Intermediaries\nATO\nAnita Challen, Frontline Operations\nATO\nKelly Norwood, Frontline Risk and Strategy\nATO\nRobert Thomson, Individuals and Intermediaries\nATO\nTara Pamula, Frontline Operations\nATO\nTrevor Schloss, Superannuation and Employer Obligations\nAustralian Multicultural Action Network\nRavi Krishnamurthy\nAustralian Securities and Investments Commission\nAndrew Dadswell\nAustralian Shareholders Association Limited\nEden Zanatta\nConsumer Action Law Centre\nKirsty Robson\nFinancial Counselling Australia\nLynda Edwards\nFinancial Counselling Victoria\nZyl Hovenga-Wauchope\nNational Seniors Australia\nBrendon Radford\nPeople with Disability Australia\nJulian Laurens\n  Source: `pages/homepage.html (https://www.ato.gov.au/General/Consultation/Consultation-groups/Stewardship-groups/Individuals-Stewardship-Group/)`\n- Individuals Stewardship Group key messages 5 November 2025 | Australian Taxation Office\n  Source: `pages/about.html (https://www.ato.gov.au/about-ato/consultation/in-detail/stewardship-groups-key-messages/individuals-stewardship-group/individuals-stewardship-group-key-messages-5-november-2025)`\n- It was noted 71 written submissions were received, with over 550 individual pieces of feedback recorded.\n  Source: `pages/about.html (https://www.ato.gov.au/about-ato/consultation/in-detail/stewardship-groups-key-messages/individuals-stewardship-group/individuals-stewardship-group-key-messages-5-november-2025)`\n- Consultation topics\ninclude accessibility, staff training, evidence and identification and management of financial abuse.\n  Source: `pages/about.html (https://www.ato.gov.au/about-ato/consultation/in-detail/stewardship-groups-key-messages/individuals-stewardship-group/individuals-stewardship-group-key-messages-5-november-2025)`\n- Last updated\n27 April 2026\nPrint or Download\nAbout the Individuals Stewardship Group\nThe Individuals Stewardship Group is one of the stewardship groups operated by the Australian Taxation Office (ATO) as a means of improving the client experience and administration of Australia’s tax, super and registry systems.\n  Source: `pages/homepage.html (https://www.ato.gov.au/General/Consultation/Consultation-groups/Stewardship-groups/Individuals-Stewardship-Group/)`\n- Over 30 submissions were received from individuals and small businesses who shared their stories and helped to contextualise the lived experience of the ATO's concessions policies.\n  Source: `pages/about.html (https://www.ato.gov.au/about-ato/consultation/in-detail/stewardship-groups-key-messages/individuals-stewardship-group/individuals-stewardship-group-key-messages-5-november-2025)`\n\n## Key Metrics\n\n- 5 November 2025\n5 August 2025\n13 May 2025\n25 November 2024\n22 October 2024\n23 July 2024\n30 April 2024\n10 October 2023\n11 July 2023\nFor prior key messages, email the secretariat with your requirements.\n  Source: `pages/homepage.html (https://www.ato.gov.au/General/Consultation/Consultation-groups/Stewardship-groups/Individuals-Stewardship-Group/)`\n- Consultation topics\ninclude accessibility, staff training, evidence and identification and management of financial abuse.\n  Source: `pages/about.html (https://www.ato.gov.au/about-ato/consultation/in-detail/stewardship-groups-key-messages/individuals-stewardship-group/individuals-stewardship-group-key-messages-5-november-2025)`\n- Menu\nSearch\nIndividuals Stewardship Group key messages 5 November 2025\nKey topics discussed at the Individuals Stewardship Group messages 5 November 2025.\n  Source: `pages/about.html (https://www.ato.gov.au/about-ato/consultation/in-detail/stewardship-groups-key-messages/individuals-stewardship-group/individuals-stewardship-group-key-messages-5-november-2025)`\n- Published\n4 December 2025\nPrint or Download\nVulnerability capability\nThe ATO thanked members for their support and participation in the consultation process of the Vulnerability Framework, which was published on 21 October 2025.\n  Source: `pages/about.html (https://www.ato.gov.au/about-ato/consultation/in-detail/stewardship-groups-key-messages/individuals-stewardship-group/individuals-stewardship-group-key-messages-5-november-2025)`\n- Attendees\nAttendees list\nOrganisation\nMember\nATO\nRowan Fox (Chair), Individuals and Intermediaries\nATO\nAnita Challen, Frontline Operations\nATO\nRenee Jones, Superannuation and Employer Obligations\nATO\nRobert Thomson, Individuals and Intermediaries\nATO\nTara Pamula, Frontline Operations\nAustralian Securities and Investment Commission\nAndrew Dadswell\nAustralian Shareholders Association Limited\nEden Zanatta\nConsumer Action Law Centre\nKirsty Robson\nFinancial Counselling Australia\nRebekah Sarkoezy\nFinancial Counselling Victoria\nZyl Hovenga-Wauchope\nPeople with Disability Australia\nJulian Laurens\nRelationships Australia\nSusan Cochrane\nTreasury\nRichard Maher\nGuest attendees\nGuest attendees list\nOrganisation\nAttendee\nATO\nChanara Fraser, Individuals and Intermediaries\nATO\nKatie Abela, Individuals and Intermediaries\nATO\nMichelle Mathews, Individuals and Intermediaries\nATO\n  Source: `pages/about.html (https://www.ato.gov.au/about-ato/consultation/in-detail/stewardship-groups-key-messages/individuals-stewardship-group/individuals-stewardship-group-key-messages-5-november-2025)`\n- Contact details\nYou can contact the secretariat of the Individuals Stewardship Group via email at\nindividualsstewardshipgroup@ato.gov.au\nMembers\nGroup membership details\nOrganisation\nMembers\nATO\nGrant Brodie (Chair), Individuals and Intermediaries\nATO\nAnita Challen, Frontline Operations\nATO\nKelly Norwood, Frontline Risk and Strategy\nATO\nRobert Thomson, Individuals and Intermediaries\nATO\nTara Pamula, Frontline Operations\nATO\nTrevor Schloss, Superannuation and Employer Obligations\nAustralian Multicultural Action Network\nRavi Krishnamurthy\nAustralian Securities and Investments Commission\nAndrew Dadswell\nAustralian Shareholders Association Limited\nEden Zanatta\nConsumer Action Law Centre\nKirsty Robson\nFinancial Counselling Australia\nLynda Edwards\nFinancial Counselling Victoria\nZyl Hovenga-Wauchope\nNational Seniors Australia\nBrendon Radford\nPeople with Disability Australia\nJulian Laurens\n  Source: `pages/homepage.html (https://www.ato.gov.au/General/Consultation/Consultation-groups/Stewardship-groups/Individuals-Stewardship-Group/)`\n- Individuals Stewardship Group key messages 5 November 2025 | Australian Taxation Office\n  Source: `pages/about.html (https://www.ato.gov.au/about-ato/consultation/in-detail/stewardship-groups-key-messages/individuals-stewardship-group/individuals-stewardship-group-key-messages-5-november-2025)`\n- It was noted 71 written submissions were received, with over 550 individual pieces of feedback recorded.\n  Source: `pages/about.html (https://www.ato.gov.au/about-ato/consultation/in-detail/stewardship-groups-key-messages/individuals-stewardship-group/individuals-stewardship-group-key-messages-5-november-2025)`\n- Last updated\n27 April 2026\nPrint or Download\nAbout the Individuals Stewardship Group\nThe Individuals Stewardship Group is one of the stewardship groups operated by the Australian Taxation Office (ATO) as a means of improving the client experience and administration of Australia’s tax, super and registry systems.\n  Source: `pages/homepage.html (https://www.ato.gov.au/General/Consultation/Consultation-groups/Stewardship-groups/Individuals-Stewardship-Group/)`\n- Over 30 submissions were received from individuals and small businesses who shared their stories and helped to contextualise the lived experience of the ATO's concessions policies.\n  Source: `pages/about.html (https://www.ato.gov.au/about-ato/consultation/in-detail/stewardship-groups-key-messages/individuals-stewardship-group/individuals-stewardship-group-key-messages-5-november-2025)`\n\n## Key Achievements\n\n- 5 November 2025\n5 August 2025\n13 May 2025\n25 November 2024\n22 October 2024\n23 July 2024\n30 April 2024\n10 October 2023\n11 July 2023\nFor prior key messages, email the secretariat with your requirements.\n  Source: `pages/homepage.html (https://www.ato.gov.au/General/Consultation/Consultation-groups/Stewardship-groups/Individuals-Stewardship-Group/)`\n- Menu\nSearch\nIndividuals Stewardship Group key messages 5 November 2025\nKey topics discussed at the Individuals Stewardship Group messages 5 November 2025.\n  Source: `pages/about.html (https://www.ato.gov.au/about-ato/consultation/in-detail/stewardship-groups-key-messages/individuals-stewardship-group/individuals-stewardship-group-key-messages-5-november-2025)`\n- Published\n4 December 2025\nPrint or Download\nVulnerability capability\nThe ATO thanked members for their support and participation in the consultation process of the Vulnerability Framework, which was published on 21 October 2025.\n  Source: `pages/about.html (https://www.ato.gov.au/about-ato/consultation/in-detail/stewardship-groups-key-messages/individuals-stewardship-group/individuals-stewardship-group-key-messages-5-november-2025)`\n- Consultation was recently completed, where the ATO sought feedback from taxpayers and tax professionals on a set of draft principles that describe the overarching approach to concessions.\n  Source: `pages/about.html (https://www.ato.gov.au/about-ato/consultation/in-detail/stewardship-groups-key-messages/individuals-stewardship-group/individuals-stewardship-group-key-messages-5-november-2025)`\n- Attendees\nAttendees list\nOrganisation\nMember\nATO\nRowan Fox (Chair), Individuals and Intermediaries\nATO\nAnita Challen, Frontline Operations\nATO\nRenee Jones, Superannuation and Employer Obligations\nATO\nRobert Thomson, Individuals and Intermediaries\nATO\nTara Pamula, Frontline Operations\nAustralian Securities and Investment Commission\nAndrew Dadswell\nAustralian Shareholders Association Limited\nEden Zanatta\nConsumer Action Law Centre\nKirsty Robson\nFinancial Counselling Australia\nRebekah Sarkoezy\nFinancial Counselling Victoria\nZyl Hovenga-Wauchope\nPeople with Disability Australia\nJulian Laurens\nRelationships Australia\nSusan Cochrane\nTreasury\nRichard Maher\nGuest attendees\nGuest attendees list\nOrganisation\nAttendee\nATO\nChanara Fraser, Individuals and Intermediaries\nATO\nKatie Abela, Individuals and Intermediaries\nATO\nMichelle Mathews, Individuals and Intermediaries\nATO\n  Source: `pages/about.html (https://www.ato.gov.au/about-ato/consultation/in-detail/stewardship-groups-key-messages/individuals-stewardship-group/individuals-stewardship-group-key-messages-5-november-2025)`\n- Contact details\nYou can contact the secretariat of the Individuals Stewardship Group via email at\nindividualsstewardshipgroup@ato.gov.au\nMembers\nGroup membership details\nOrganisation\nMembers\nATO\nGrant Brodie (Chair), Individuals and Intermediaries\nATO\nAnita Challen, Frontline Operations\nATO\nKelly Norwood, Frontline Risk and Strategy\nATO\nRobert Thomson, Individuals and Intermediaries\nATO\nTara Pamula, Frontline Operations\nATO\nTrevor Schloss, Superannuation and Employer Obligations\nAustralian Multicultural Action Network\nRavi Krishnamurthy\nAustralian Securities and Investments Commission\nAndrew Dadswell\nAustralian Shareholders Association Limited\nEden Zanatta\nConsumer Action Law Centre\nKirsty Robson\nFinancial Counselling Australia\nLynda Edwards\nFinancial Counselling Victoria\nZyl Hovenga-Wauchope\nNational Seniors Australia\nBrendon Radford\nPeople with Disability Australia\nJulian Laurens\n  Source: `pages/homepage.html (https://www.ato.gov.au/General/Consultation/Consultation-groups/Stewardship-groups/Individuals-Stewardship-Group/)`\n- Individuals Stewardship Group key messages 5 November 2025 | Australian Taxation Office\n  Source: `pages/about.html (https://www.ato.gov.au/about-ato/consultation/in-detail/stewardship-groups-key-messages/individuals-stewardship-group/individuals-stewardship-group-key-messages-5-november-2025)`\n- It was noted 71 written submissions were received, with over 550 individual pieces of feedback recorded.\n  Source: `pages/about.html (https://www.ato.gov.au/about-ato/consultation/in-detail/stewardship-groups-key-messages/individuals-stewardship-group/individuals-stewardship-group-key-messages-5-november-2025)`\n- Consultation topics\ninclude accessibility, staff training, evidence and identification and management of financial abuse.\n  Source: `pages/about.html (https://www.ato.gov.au/about-ato/consultation/in-detail/stewardship-groups-key-messages/individuals-stewardship-group/individuals-stewardship-group-key-messages-5-november-2025)`\n- Last updated\n27 April 2026\nPrint or Download\nAbout the Individuals Stewardship Group\nThe Individuals Stewardship Group is one of the stewardship groups operated by the Australian Taxation Office (ATO) as a means of improving the client experience and administration of Australia’s tax, super and registry systems.\n  Source: `pages/homepage.html (https://www.ato.gov.au/General/Consultation/Consultation-groups/Stewardship-groups/Individuals-Stewardship-Group/)`\n- Over 30 submissions were received from individuals and small businesses who shared their stories and helped to contextualise the lived experience of the ATO's concessions policies.\n  Source: `pages/about.html (https://www.ato.gov.au/about-ato/consultation/in-detail/stewardship-groups-key-messages/individuals-stewardship-group/individuals-stewardship-group-key-messages-5-november-2025)`\n\n## Key Issues, Risks, and Recommendations\n\n- Attendees\nAttendees list\nOrganisation\nMember\nATO\nRowan Fox (Chair), Individuals and Intermediaries\nATO\nAnita Challen, Frontline Operations\nATO\nRenee Jones, Superannuation and Employer Obligations\nATO\nRobert Thomson, Individuals and Intermediaries\nATO\nTara Pamula, Frontline Operations\nAustralian Securities and Investment Commission\nAndrew Dadswell\nAustralian Shareholders Association Limited\nEden Zanatta\nConsumer Action Law Centre\nKirsty Robson\nFinancial Counselling Australia\nRebekah Sarkoezy\nFinancial Counselling Victoria\nZyl Hovenga-Wauchope\nPeople with Disability Australia\nJulian Laurens\nRelationships Australia\nSusan Cochrane\nTreasury\nRichard Maher\nGuest attendees\nGuest attendees list\nOrganisation\nAttendee\nATO\nChanara Fraser, Individuals and Intermediaries\nATO\nKatie Abela, Individuals and Intermediaries\nATO\nMichelle Mathews, Individuals and Intermediaries\nATO\n  Source: `pages/about.html (https://www.ato.gov.au/about-ato/consultation/in-detail/stewardship-groups-key-messages/individuals-stewardship-group/individuals-stewardship-group-key-messages-5-november-2025)`\n- Contact details\nYou can contact the secretariat of the Individuals Stewardship Group via email at\nindividualsstewardshipgroup@ato.gov.au\nMembers\nGroup membership details\nOrganisation\nMembers\nATO\nGrant Brodie (Chair), Individuals and Intermediaries\nATO\nAnita Challen, Frontline Operations\nATO\nKelly Norwood, Frontline Risk and Strategy\nATO\nRobert Thomson, Individuals and Intermediaries\nATO\nTara Pamula, Frontline Operations\nATO\nTrevor Schloss, Superannuation and Employer Obligations\nAustralian Multicultural Action Network\nRavi Krishnamurthy\nAustralian Securities and Investments Commission\nAndrew Dadswell\nAustralian Shareholders Association Limited\nEden Zanatta\nConsumer Action Law Centre\nKirsty Robson\nFinancial Counselling Australia\nLynda Edwards\nFinancial Counselling Victoria\nZyl Hovenga-Wauchope\nNational Seniors Australia\nBrendon Radford\nPeople with Disability Australia\nJulian Laurens\n  Source: `pages/homepage.html (https://www.ato.gov.au/General/Consultation/Consultation-groups/Stewardship-groups/Individuals-Stewardship-Group/)`\n- 5 November 2025\n5 August 2025\n13 May 2025\n25 November 2024\n22 October 2024\n23 July 2024\n30 April 2024\n10 October 2023\n11 July 2023\nFor prior key messages, email the secretariat with your requirements.\n  Source: `pages/homepage.html (https://www.ato.gov.au/General/Consultation/Consultation-groups/Stewardship-groups/Individuals-Stewardship-Group/)`\n- Menu\nSearch\nIndividuals Stewardship Group key messages 5 November 2025\nKey topics discussed at the Individuals Stewardship Group messages 5 November 2025.\n  Source: `pages/about.html (https://www.ato.gov.au/about-ato/consultation/in-detail/stewardship-groups-key-messages/individuals-stewardship-group/individuals-stewardship-group-key-messages-5-november-2025)`\n- Published\n4 December 2025\nPrint or Download\nVulnerability capability\nThe ATO thanked members for their support and participation in the consultation process of the Vulnerability Framework, which was published on 21 October 2025.\n  Source: `pages/about.html (https://www.ato.gov.au/about-ato/consultation/in-detail/stewardship-groups-key-messages/individuals-stewardship-group/individuals-stewardship-group-key-messages-5-november-2025)`\n- The ATO is now starting to implement the principles in the Framework, along with progressing work on specific actions items, and the Inspector-General of Taxation recommendations on the Identification and Management of Financial Abuse in the Tax System.\n  Source: `pages/about.html (https://www.ato.gov.au/about-ato/consultation/in-detail/stewardship-groups-key-messages/individuals-stewardship-group/individuals-stewardship-group-key-messages-5-november-2025)`\n- The group will focus on:\nidentifying opportunities to improve the tax and super system to make it easy to get things right and hard not to, through an understanding of the effects on individuals in the community\ngaining insights into issues faced by individuals to improve future approaches and processes\nbeing a conduit for information-sharing between the ATO and individuals through the members’ respective engagement, education and communication channels for their networks\nproviding feedback on the proposed design of ATO’s service offerings and future direction for individuals.\n  Source: `pages/homepage.html (https://www.ato.gov.au/General/Consultation/Consultation-groups/Stewardship-groups/Individuals-Stewardship-Group/)`\n- Individuals Stewardship Group key messages 5 November 2025 | Australian Taxation Office\n  Source: `pages/about.html (https://www.ato.gov.au/about-ato/consultation/in-detail/stewardship-groups-key-messages/individuals-stewardship-group/individuals-stewardship-group-key-messages-5-november-2025)`\n- It was noted 71 written submissions were received, with over 550 individual pieces of feedback recorded.\n  Source: `pages/about.html (https://www.ato.gov.au/about-ato/consultation/in-detail/stewardship-groups-key-messages/individuals-stewardship-group/individuals-stewardship-group-key-messages-5-november-2025)`\n- Consultation topics\ninclude accessibility, staff training, evidence and identification and management of financial abuse.\n  Source: `pages/about.html (https://www.ato.gov.au/about-ato/consultation/in-detail/stewardship-groups-key-messages/individuals-stewardship-group/individuals-stewardship-group-key-messages-5-november-2025)`\n- Last updated\n27 April 2026\nPrint or Download\nAbout the Individuals Stewardship Group\nThe Individuals Stewardship Group is one of the stewardship groups operated by the Australian Taxation Office (ATO) as a means of improving the client experience and administration of Australia’s tax, super and registry systems.\n  Source: `pages/homepage.html (https://www.ato.gov.au/General/Consultation/Consultation-groups/Stewardship-groups/Individuals-Stewardship-Group/)`\n- Over 30 submissions were received from individuals and small businesses who shared their stories and helped to contextualise the lived experience of the ATO's concessions policies.\n  Source: `pages/about.html (https://www.ato.gov.au/about-ato/consultation/in-detail/stewardship-groups-key-messages/individuals-stewardship-group/individuals-stewardship-group-key-messages-5-november-2025)`\n\n## Corporate Values and Operating Culture\n\n- Members discussed the importance of currency of information available, while acknowledging the responsibility of providing up to date information lies with the professional providing the service.\n  Source: `pages/about.html (https://www.ato.gov.au/about-ato/consultation/in-detail/stewardship-groups-key-messages/individuals-stewardship-group/individuals-stewardship-group-key-messages-5-november-2025)`\n- 5 November 2025\n5 August 2025\n13 May 2025\n25 November 2024\n22 October 2024\n23 July 2024\n30 April 2024\n10 October 2023\n11 July 2023\nFor prior key messages, email the secretariat with your requirements.\n  Source: `pages/homepage.html (https://www.ato.gov.au/General/Consultation/Consultation-groups/Stewardship-groups/Individuals-Stewardship-Group/)`\n- Menu\nSearch\nIndividuals Stewardship Group key messages 5 November 2025\nKey topics discussed at the Individuals Stewardship Group messages 5 November 2025.\n  Source: `pages/about.html (https://www.ato.gov.au/about-ato/consultation/in-detail/stewardship-groups-key-messages/individuals-stewardship-group/individuals-stewardship-group-key-messages-5-november-2025)`\n- Published\n4 December 2025\nPrint or Download\nVulnerability capability\nThe ATO thanked members for their support and participation in the consultation process of the Vulnerability Framework, which was published on 21 October 2025.\n  Source: `pages/about.html (https://www.ato.gov.au/about-ato/consultation/in-detail/stewardship-groups-key-messages/individuals-stewardship-group/individuals-stewardship-group-key-messages-5-november-2025)`\n- Attendees\nAttendees list\nOrganisation\nMember\nATO\nRowan Fox (Chair), Individuals and Intermediaries\nATO\nAnita Challen, Frontline Operations\nATO\nRenee Jones, Superannuation and Employer Obligations\nATO\nRobert Thomson, Individuals and Intermediaries\nATO\nTara Pamula, Frontline Operations\nAustralian Securities and Investment Commission\nAndrew Dadswell\nAustralian Shareholders Association Limited\nEden Zanatta\nConsumer Action Law Centre\nKirsty Robson\nFinancial Counselling Australia\nRebekah Sarkoezy\nFinancial Counselling Victoria\nZyl Hovenga-Wauchope\nPeople with Disability Australia\nJulian Laurens\nRelationships Australia\nSusan Cochrane\nTreasury\nRichard Maher\nGuest attendees\nGuest attendees list\nOrganisation\nAttendee\nATO\nChanara Fraser, Individuals and Intermediaries\nATO\nKatie Abela, Individuals and Intermediaries\nATO\nMichelle Mathews, Individuals and Intermediaries\nATO\n  Source: `pages/about.html (https://www.ato.gov.au/about-ato/consultation/in-detail/stewardship-groups-key-messages/individuals-stewardship-group/individuals-stewardship-group-key-messages-5-november-2025)`\n- The group will focus on:\nidentifying opportunities to improve the tax and super system to make it easy to get things right and hard not to, through an understanding of the effects on individuals in the community\ngaining insights into issues faced by individuals to improve future approaches and processes\nbeing a conduit for information-sharing between the ATO and individuals through the members’ respective engagement, education and communication channels for their networks\nproviding feedback on the proposed design of ATO’s service offerings and future direction for individuals.\n  Source: `pages/homepage.html (https://www.ato.gov.au/General/Consultation/Consultation-groups/Stewardship-groups/Individuals-Stewardship-Group/)`\n- Contact details\nYou can contact the secretariat of the Individuals Stewardship Group via email at\nindividualsstewardshipgroup@ato.gov.au\nMembers\nGroup membership details\nOrganisation\nMembers\nATO\nGrant Brodie (Chair), Individuals and Intermediaries\nATO\nAnita Challen, Frontline Operations\nATO\nKelly Norwood, Frontline Risk and Strategy\nATO\nRobert Thomson, Individuals and Intermediaries\nATO\nTara Pamula, Frontline Operations\nATO\nTrevor Schloss, Superannuation and Employer Obligations\nAustralian Multicultural Action Network\nRavi Krishnamurthy\nAustralian Securities and Investments Commission\nAndrew Dadswell\nAustralian Shareholders Association Limited\nEden Zanatta\nConsumer Action Law Centre\nKirsty Robson\nFinancial Counselling Australia\nLynda Edwards\nFinancial Counselling Victoria\nZyl Hovenga-Wauchope\nNational Seniors Australia\nBrendon Radford\nPeople with Disability Australia\nJulian Laurens\n  Source: `pages/homepage.html (https://www.ato.gov.au/General/Consultation/Consultation-groups/Stewardship-groups/Individuals-Stewardship-Group/)`\n- Individuals Stewardship Group key messages 5 November 2025 | Australian Taxation Office\n  Source: `pages/about.html (https://www.ato.gov.au/about-ato/consultation/in-detail/stewardship-groups-key-messages/individuals-stewardship-group/individuals-stewardship-group-key-messages-5-november-2025)`\n\n## Global Ideas and Case Study Inputs\n\n_No global-intelligence source text found yet. Run `CLAUDE/global-ideas-scraper.py <entity>` to populate case-study sources._\n\n## Source Artifacts Used\n\n- `pages/about.html` - pages - https://www.ato.gov.au/about-ato/consultation/in-detail/stewardship-groups-key-messages/individuals-stewardship-group/individuals-stewardship-group-key-messages-5-november-2025\n- `pages/homepage.html` - pages - https://www.ato.gov.au/General/Consultation/Consultation-groups/Stewardship-groups/Individuals-Stewardship-Group/\n\n## Gaps To Fix\n\n- No corporate plan text source found.\n- No annual report text source found.\n- No global comparison/case-study sources found.",
  "legislation_md": "# Individuals Stewardship Group - Acts and Legislation Discovery\n\n**Generated at**: 2026-05-09T21:21:42.315768+00:00\n**Entity ID**: B-003123\n**Jurisdiction**: Commonwealth\n**Portfolio**: Treasury\n\n> This is an evidence-based discovery list from scraped department material. A mention does not always mean the department administers the legislation; high-confidence and official register links should be reviewed.\n\n## Summary\n\n- Source files scanned: 2\n- Unique legislation references found: 0\n\n## Legislation References\n\n_No Act/Regulation/Instrument references found in the local corpus._\n\n## Files Scanned\n\n- `pages/about.html` (page)\n- `pages/homepage.html` (page)",
  "global_initiatives_md": null,
  "strategy": null,
  "ideas": [
    {
      "entity_id": "B-003123",
      "entity_name": "Individuals Stewardship Group",
      "folder_name": "Individuals-Stewardship-Group",
      "category": "Citizen Participation",
      "scale": "small",
      "title": "Consultation feedback summaries with response tracking",
      "idea": "Summarise consultation submissions by theme and publish what changed in response.",
      "quote": "The group will focus on:\nidentifying opportunities to improve the tax and super system to make it easy to get things right and hard not to, through an understanding of the effects on individuals in the community\ngaining insights into issues faced by individuals to improve future approaches and processes\nbeing a conduit for information-sharing between the ATO and individuals through the members’ respective engagement, education and communication channels for their networks\nproviding feedback on the proposed design of ATO’s service offerings and future direction for individuals.",
      "impact": "High",
      "effort": "Low",
      "proof": "Evidence-backed",
      "beneficiaries": "Citizens / stakeholders / policy teams",
      "source": "pages/homepage.html (https://www.ato.gov.au/General/Consultation/Consultation-groups/Stewardship-groups/Individuals-Stewardship-Group/)",
      "implementation": [
        "Pick one high-volume process or document family.",
        "Name an owner and baseline current volume, time, cost, and satisfaction.",
        "Run a 4-8 week pilot with clear before/after metrics.",
        "Publish lessons and decide whether to scale."
      ],
      "risks": [
        "Privacy and data quality",
        "Change fatigue",
        "Unclear accountability",
        "Digital exclusion",
        "Low public trust if feedback is not acted on"
      ]
    },
    {
      "entity_id": "B-003123",
      "entity_name": "Individuals Stewardship Group",
      "folder_name": "Individuals-Stewardship-Group",
      "category": "Citizen Participation",
      "scale": "large",
      "title": "Always-on policy participation platform",
      "idea": "Create a standing participation platform where citizens and stakeholders can propose, vote, and track ideas.",
      "quote": "The group will focus on:\nidentifying opportunities to improve the tax and super system to make it easy to get things right and hard not to, through an understanding of the effects on individuals in the community\ngaining insights into issues faced by individuals to improve future approaches and processes\nbeing a conduit for information-sharing between the ATO and individuals through the members’ respective engagement, education and communication channels for their networks\nproviding feedback on the proposed design of ATO’s service offerings and future direction for individuals.",
      "impact": "Very High",
      "effort": "High",
      "proof": "Evidence-backed",
      "beneficiaries": "Citizens / stakeholders / policy teams",
      "source": "pages/homepage.html (https://www.ato.gov.au/General/Consultation/Consultation-groups/Stewardship-groups/Individuals-Stewardship-Group/)",
      "implementation": [
        "Create a senior responsible owner and cross-functional delivery team.",
        "Map legislation, data, privacy, procurement, cyber, and workforce constraints.",
        "Co-design with users and frontline staff before technology selection.",
        "Stage delivery through pilots, benefits tracking, and public reporting."
      ],
      "risks": [
        "Privacy and data quality",
        "Change fatigue",
        "Unclear accountability",
        "Digital exclusion",
        "Low public trust if feedback is not acted on"
      ]
    },
    {
      "entity_id": "B-003123",
      "entity_name": "Individuals Stewardship Group",
      "folder_name": "Individuals-Stewardship-Group",
      "category": "Citizen Services",
      "scale": "small",
      "title": "Plain-language service pages and proactive status updates",
      "idea": "Rewrite high-volume pages and letters into plain language, add status notifications, and measure contact reduction.",
      "quote": "Consultation topics\ninclude accessibility, staff training, evidence and identification and management of financial abuse.",
      "impact": "High",
      "effort": "Low",
      "proof": "Evidence-backed",
      "beneficiaries": "Citizens / service users",
      "source": "pages/about.html (https://www.ato.gov.au/about-ato/consultation/in-detail/stewardship-groups-key-messages/individuals-stewardship-group/individuals-stewardship-group-key-messages-5-november-2025)",
      "implementation": [
        "Pick one high-volume process or document family.",
        "Name an owner and baseline current volume, time, cost, and satisfaction.",
        "Run a 4-8 week pilot with clear before/after metrics.",
        "Publish lessons and decide whether to scale."
      ],
      "risks": [
        "Privacy and data quality",
        "Change fatigue",
        "Unclear accountability",
        "Digital exclusion",
        "Low public trust if feedback is not acted on"
      ]
    },
    {
      "entity_id": "B-003123",
      "entity_name": "Individuals Stewardship Group",
      "folder_name": "Individuals-Stewardship-Group",
      "category": "Citizen Services",
      "scale": "large",
      "title": "Single front door for life-event based services",
      "idea": "Bundle services around life events so citizens can complete related steps across agencies in one journey.",
      "quote": "Consultation topics\ninclude accessibility, staff training, evidence and identification and management of financial abuse.",
      "impact": "Very High",
      "effort": "High",
      "proof": "Evidence-backed",
      "beneficiaries": "Citizens / service users",
      "source": "pages/about.html (https://www.ato.gov.au/about-ato/consultation/in-detail/stewardship-groups-key-messages/individuals-stewardship-group/individuals-stewardship-group-key-messages-5-november-2025)",
      "implementation": [
        "Create a senior responsible owner and cross-functional delivery team.",
        "Map legislation, data, privacy, procurement, cyber, and workforce constraints.",
        "Co-design with users and frontline staff before technology selection.",
        "Stage delivery through pilots, benefits tracking, and public reporting."
      ],
      "risks": [
        "Privacy and data quality",
        "Change fatigue",
        "Unclear accountability",
        "Digital exclusion",
        "Low public trust if feedback is not acted on"
      ]
    },
    {
      "entity_id": "B-003123",
      "entity_name": "Individuals Stewardship Group",
      "folder_name": "Individuals-Stewardship-Group",
      "category": "Staff Productivity",
      "scale": "small",
      "title": "Reusable briefing and summary assistant for internal documents",
      "idea": "Create controlled templates for summarising reports, submissions, minutes, and ministerial briefs.",
      "quote": "Consultation topics\ninclude accessibility, staff training, evidence and identification and management of financial abuse.",
      "impact": "High",
      "effort": "Low",
      "proof": "Evidence-backed",
      "beneficiaries": "APS staff / executives",
      "source": "pages/about.html (https://www.ato.gov.au/about-ato/consultation/in-detail/stewardship-groups-key-messages/individuals-stewardship-group/individuals-stewardship-group-key-messages-5-november-2025)",
      "implementation": [
        "Pick one high-volume process or document family.",
        "Name an owner and baseline current volume, time, cost, and satisfaction.",
        "Run a 4-8 week pilot with clear before/after metrics.",
        "Publish lessons and decide whether to scale."
      ],
      "risks": [
        "Privacy and data quality",
        "Change fatigue",
        "Unclear accountability",
        "Sensitive information leakage",
        "Inconsistent quality of generated drafts"
      ]
    },
    {
      "entity_id": "B-003123",
      "entity_name": "Individuals Stewardship Group",
      "folder_name": "Individuals-Stewardship-Group",
      "category": "Staff Productivity",
      "scale": "large",
      "title": "Department-wide knowledge and briefing platform",
      "idea": "Build a secure knowledge platform that lets staff search, summarise, and cite approved departmental material.",
      "quote": "Consultation topics\ninclude accessibility, staff training, evidence and identification and management of financial abuse.",
      "impact": "Very High",
      "effort": "High",
      "proof": "Evidence-backed",
      "beneficiaries": "APS staff / executives",
      "source": "pages/about.html (https://www.ato.gov.au/about-ato/consultation/in-detail/stewardship-groups-key-messages/individuals-stewardship-group/individuals-stewardship-group-key-messages-5-november-2025)",
      "implementation": [
        "Create a senior responsible owner and cross-functional delivery team.",
        "Map legislation, data, privacy, procurement, cyber, and workforce constraints.",
        "Co-design with users and frontline staff before technology selection.",
        "Stage delivery through pilots, benefits tracking, and public reporting."
      ],
      "risks": [
        "Privacy and data quality",
        "Change fatigue",
        "Unclear accountability",
        "Sensitive information leakage",
        "Inconsistent quality of generated drafts"
      ]
    },
    {
      "entity_id": "B-003123",
      "entity_name": "Individuals Stewardship Group",
      "folder_name": "Individuals-Stewardship-Group",
      "category": "Procurement & Delivery",
      "scale": "small",
      "title": "Procurement lessons library for repeat purchases",
      "idea": "Capture reusable procurement clauses, market lessons, supplier performance notes, and common evaluation criteria.",
      "quote": "Attendees\nAttendees list\nOrganisation\nMember\nATO\nRowan Fox (Chair), Individuals and Intermediaries\nATO\nAnita Challen, Frontline Operations\nATO\nRenee Jones, Superannuation and Employer Obligations\nATO\nRobert Thomson, Individuals and Intermediaries\nATO\nTara Pamula, Frontline Operations\nAustralian Securities and Investment Commission\nAndrew Dadswell\nAustralian Shareholders Association Limited\nEden Zanatta\nConsumer Action Law Centre\nKirsty Robson\nFinancial Counselling Australia\nRebekah Sarkoezy\nFinancial Counselling Victoria\nZyl Hovenga-Wauchope\nPeople with Disability Australia\nJulian Laurens\nRelationships Australia\nSusan Cochrane\nTreasury\nRichard Maher\nGuest attendees\nGuest attendees list\nOrganisation\nAttendee\nATO\nChanara Fraser, Individuals and Intermediaries\nATO\nKatie Abela, Individuals and Intermediaries\nATO\nMichelle Mathews, Individuals and Intermediaries\nATO",
      "impact": "High",
      "effort": "Low",
      "proof": "Evidence-backed",
      "beneficiaries": "Delivery teams / suppliers",
      "source": "pages/about.html (https://www.ato.gov.au/about-ato/consultation/in-detail/stewardship-groups-key-messages/individuals-stewardship-group/individuals-stewardship-group-key-messages-5-november-2025)",
      "implementation": [
        "Pick one high-volume process or document family.",
        "Name an owner and baseline current volume, time, cost, and satisfaction.",
        "Run a 4-8 week pilot with clear before/after metrics.",
        "Publish lessons and decide whether to scale."
      ],
      "risks": [
        "Privacy and data quality",
        "Change fatigue",
        "Unclear accountability"
      ]
    },
    {
      "entity_id": "B-003123",
      "entity_name": "Individuals Stewardship Group",
      "folder_name": "Individuals-Stewardship-Group",
      "category": "Procurement & Delivery",
      "scale": "large",
      "title": "Portfolio delivery office for major investments",
      "idea": "Stand up a portfolio delivery office that tracks benefits, risks, dependencies, procurement, and delivery confidence.",
      "quote": "Attendees\nAttendees list\nOrganisation\nMember\nATO\nRowan Fox (Chair), Individuals and Intermediaries\nATO\nAnita Challen, Frontline Operations\nATO\nRenee Jones, Superannuation and Employer Obligations\nATO\nRobert Thomson, Individuals and Intermediaries\nATO\nTara Pamula, Frontline Operations\nAustralian Securities and Investment Commission\nAndrew Dadswell\nAustralian Shareholders Association Limited\nEden Zanatta\nConsumer Action Law Centre\nKirsty Robson\nFinancial Counselling Australia\nRebekah Sarkoezy\nFinancial Counselling Victoria\nZyl Hovenga-Wauchope\nPeople with Disability Australia\nJulian Laurens\nRelationships Australia\nSusan Cochrane\nTreasury\nRichard Maher\nGuest attendees\nGuest attendees list\nOrganisation\nAttendee\nATO\nChanara Fraser, Individuals and Intermediaries\nATO\nKatie Abela, Individuals and Intermediaries\nATO\nMichelle Mathews, Individuals and Intermediaries\nATO",
      "impact": "Very High",
      "effort": "High",
      "proof": "Evidence-backed",
      "beneficiaries": "Delivery teams / suppliers",
      "source": "pages/about.html (https://www.ato.gov.au/about-ato/consultation/in-detail/stewardship-groups-key-messages/individuals-stewardship-group/individuals-stewardship-group-key-messages-5-november-2025)",
      "implementation": [
        "Create a senior responsible owner and cross-functional delivery team.",
        "Map legislation, data, privacy, procurement, cyber, and workforce constraints.",
        "Co-design with users and frontline staff before technology selection.",
        "Stage delivery through pilots, benefits tracking, and public reporting."
      ],
      "risks": [
        "Privacy and data quality",
        "Change fatigue",
        "Unclear accountability"
      ]
    },
    {
      "entity_id": "B-003123",
      "entity_name": "Individuals Stewardship Group",
      "folder_name": "Individuals-Stewardship-Group",
      "category": "Risk & Assurance",
      "scale": "small",
      "title": "Recommendation tracker for audits, reviews, and inquiries",
      "idea": "Publish a single internal tracker for audit/review recommendations, owners, due dates, and implementation evidence.",
      "quote": "The ATO is now starting to implement the principles in the Framework, along with progressing work on specific actions items, and the Inspector-General of Taxation recommendations on the Identification and Management of Financial Abuse in the Tax System.",
      "impact": "High",
      "effort": "Low",
      "proof": "Evidence-backed",
      "beneficiaries": "Executives / assurance teams",
      "source": "pages/about.html (https://www.ato.gov.au/about-ato/consultation/in-detail/stewardship-groups-key-messages/individuals-stewardship-group/individuals-stewardship-group-key-messages-5-november-2025)",
      "implementation": [
        "Pick one high-volume process or document family.",
        "Name an owner and baseline current volume, time, cost, and satisfaction.",
        "Run a 4-8 week pilot with clear before/after metrics.",
        "Publish lessons and decide whether to scale."
      ],
      "risks": [
        "Privacy and data quality",
        "Change fatigue",
        "Unclear accountability",
        "Regulatory capture",
        "Over-automation of judgement"
      ]
    },
    {
      "entity_id": "B-003123",
      "entity_name": "Individuals Stewardship Group",
      "folder_name": "Individuals-Stewardship-Group",
      "category": "Risk & Assurance",
      "scale": "large",
      "title": "Integrated assurance and lessons-learned system",
      "idea": "Create an assurance system that connects audit findings, risk registers, delivery reviews, and investment decisions.",
      "quote": "The ATO is now starting to implement the principles in the Framework, along with progressing work on specific actions items, and the Inspector-General of Taxation recommendations on the Identification and Management of Financial Abuse in the Tax System.",
      "impact": "Very High",
      "effort": "High",
      "proof": "Evidence-backed",
      "beneficiaries": "Executives / assurance teams",
      "source": "pages/about.html (https://www.ato.gov.au/about-ato/consultation/in-detail/stewardship-groups-key-messages/individuals-stewardship-group/individuals-stewardship-group-key-messages-5-november-2025)",
      "implementation": [
        "Create a senior responsible owner and cross-functional delivery team.",
        "Map legislation, data, privacy, procurement, cyber, and workforce constraints.",
        "Co-design with users and frontline staff before technology selection.",
        "Stage delivery through pilots, benefits tracking, and public reporting."
      ],
      "risks": [
        "Privacy and data quality",
        "Change fatigue",
        "Unclear accountability",
        "Regulatory capture",
        "Over-automation of judgement"
      ]
    },
    {
      "entity_id": "B-003123",
      "entity_name": "Individuals Stewardship Group",
      "folder_name": "Individuals-Stewardship-Group",
      "category": "Regulation & Policy",
      "scale": "small",
      "title": "Regulatory burden scan for forms, guidance, and reporting",
      "idea": "Identify the top 10 highest-friction reporting obligations and simplify guidance, forms, or evidence requirements.",
      "quote": "Published\n4 December 2025\nPrint or Download\nVulnerability capability\nThe ATO thanked members for their support and participation in the consultation process of the Vulnerability Framework, which was published on 21 October 2025.",
      "impact": "High",
      "effort": "Low",
      "proof": "Evidence-backed",
      "beneficiaries": "Regulated entities / policy teams",
      "source": "pages/about.html (https://www.ato.gov.au/about-ato/consultation/in-detail/stewardship-groups-key-messages/individuals-stewardship-group/individuals-stewardship-group-key-messages-5-november-2025)",
      "implementation": [
        "Pick one high-volume process or document family.",
        "Name an owner and baseline current volume, time, cost, and satisfaction.",
        "Run a 4-8 week pilot with clear before/after metrics.",
        "Publish lessons and decide whether to scale."
      ],
      "risks": [
        "Privacy and data quality",
        "Change fatigue",
        "Unclear accountability",
        "Regulatory capture",
        "Over-automation of judgement"
      ]
    },
    {
      "entity_id": "B-003123",
      "entity_name": "Individuals Stewardship Group",
      "folder_name": "Individuals-Stewardship-Group",
      "category": "Regulation & Policy",
      "scale": "large",
      "title": "Adaptive regulation program with live feedback loops",
      "idea": "Create an adaptive regulation model using sandboxes, industry data, risk scoring, and regular rule updates.",
      "quote": "Published\n4 December 2025\nPrint or Download\nVulnerability capability\nThe ATO thanked members for their support and participation in the consultation process of the Vulnerability Framework, which was published on 21 October 2025.",
      "impact": "Very High",
      "effort": "High",
      "proof": "Evidence-backed",
      "beneficiaries": "Regulated entities / policy teams",
      "source": "pages/about.html (https://www.ato.gov.au/about-ato/consultation/in-detail/stewardship-groups-key-messages/individuals-stewardship-group/individuals-stewardship-group-key-messages-5-november-2025)",
      "implementation": [
        "Create a senior responsible owner and cross-functional delivery team.",
        "Map legislation, data, privacy, procurement, cyber, and workforce constraints.",
        "Co-design with users and frontline staff before technology selection.",
        "Stage delivery through pilots, benefits tracking, and public reporting."
      ],
      "risks": [
        "Privacy and data quality",
        "Change fatigue",
        "Unclear accountability",
        "Regulatory capture",
        "Over-automation of judgement"
      ]
    }
  ],
  "legislation_administered": [],
  "artifacts": [],
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      "entity_name": "Individuals Stewardship Group",
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