Private Groups Stewardship Group – provides committee members with ATO’s ‘notification of clients’ and ‘typical questions’ to engage with ‘High Wealth Private Groups’

On 25.11.19, the ATO gave Private Groups Stewardship Group (PGSG) members examples of the form by which tax agents would be notified of their ‘High Wealth Private Group’ clients, with whom they wished to ‘engage’ and a list of the typical questions they might be asked.

See below for the email and those documents.

[Tax Month – November 2019]