The ATO has appointed KPMG partner, national lead – asset and wealth management tax, Dana Fleming to the role of assistant commissioner, SMSFs.
Current ATO assistant commissioner, SMSFs, Kasey Macfarlane will be moving to a new role within the ATO Private Groups and High Wealth Individuals client sector from 16 April, focusing on strategy in the privately owned and wealthy groups sector.
Ms Fleming has approximately 20 years of experience dealing with the taxation of superannuation funds and managed investments, and has worked at KPMG for over 25 years.
KPMG national managing partner, deals, tax and legal, David Linke said Ms Fleming “leaves the asset and wealth management tax practice in a robust position for the future and will transition her responsibilities over the next few months”.
“We wish her all the best in her new role at the Australian Taxation Office and thank her for her significant contribution to KPMG,” he told SMSF Adviser.
Commenting on her appointment, Ms Fleming said she was “excited by the next stage in [her] career”.
KPMG confirmed that Damian Ryan, currently tax partner – financial services, asset and wealth management will take over from Dana as national lead – asset and wealth management tax, from 1 July.
SMSF Adviser understands the transition of roles will be complete by about the middle of this year.
Ms Macfarlane said she “has greatly enjoyed [her] time working with the SMSF industry and has appreciated the opportunity to make strong connections across the sector”.
“I am sure the great working relationship between the ATO and SMSF stakeholders will continue with Dana in the role and together with my colleagues I look forward to welcoming her to the ATO,” she said.
Miranda.brownlee@momentummedia.com.au
Kasey will be missed as she was very proactive in her position and always willing to take part in debates and interaction with SMSF professionals.