Gifts and Benefits Register

Gifts and Benefits Register

The IGTO encourages all officers to politely decline offers of gifts or benefits.

Gifts or benefits may compromise the integrity and independence of the IGTO agency and its officers.

The IGTO and her officers disclose all gifts and benefits received in an internal register, a version of which is published below. The published register complies with requirements of the Australian Public Service Commission for the agency head to publicly disclose all gifts and benefits received with a value of A$100 or more (excluding GST).

The published IGTO register lists all gifts and benefits received by the IGTO and her officers, regardless of value. The published register is updated every quarter.

Gifts and Benefits by Financial Year

Date received Date recorded Gift item/benefit/service Received by Presented by Occasion Estimated value $A Circumstances of receipt of gift Was the gift retained by the recipient?
1 July - 30 September 2023
4/07/2023 4/07/2023 Penfolds Koonunga Hill - Cab Sav 2021 Karen Payne Parramatta Practicing Accountants Discussion Group Parramatta Practicing Accountants Discussion Group $20 Token of appreciation for speaking at the event Accepted - contributed to the Agency's Social Committee
19/07/2023 19/07/2023 Melbourne Tax Discussion Group Dinner (Melbourne) Karen Payne Melbourne Tax Discussion Group Melbourne Tax Discussion Group Unknown Presentation and discussion with various tax professionals who meet regularly as part of a  Tax Discussion Group, where the discussion occurs over dinner Accepted and travel allowance reduced accordingly
21/07/2023 21/07/2023 ARPC Group Lunch (Sydney) Karen Payne Australian Reinsurance Pool Corporation Farewell Lunch for a Member of ARPC Unknown Invitation accepted to attend a farewell lunch for an ARPC member and to catch up with other ARPC members and employees Accepted
21/08/2023 22/08/2023 Champagne and Canapes were provided as part of the stand-up event Karen Payne Arnold Bloch Leibler Arnold Bloch Leibler 70th Anniversary Event Unknown Invitation to attend an anniversary event as part of the Inspector-General's regular duties Accepted and travel allowance reduced accordingly
22/08/2023 22/08/2023 Lunch at Melbourne Japanese Restaurant Karen Payne Mark Pizzacalla (former Board of Taxation member) Stakeholder catch up  Unknown Accepted invitation for a stakeholder catch up Accepted and travel allowance reduced accordingly
4/09/2023 4/09/2023 Dinner (Australian Parliament House) Karen Payne Minerals Council of Australia Australian Minerals industry Parliamentary Dinner Unknown Attended the dinner as part of the Inspector-General's regular duties Accepted and travel allowance reduced accordingly
6/09/2023 6/09/2023 Accommodation Karen Payne The Tax Institute The Tax Summit - Melbourne Accommodation cost unknown Accommodation (Pan Pacific)  as part of a speakers package for speaking at The Tax Summit in Melbourne Accepted and travel allowance reduced accordingly
19/09/2023 19/09/2023 Donation to lifeline Karen Payne The Tax Institute The Tax Summit - Melbourne $100 Token of appreciation for speakers at the Tax Summit in Melbourne Accepted
1 October - 31 December 2023
11/10/2023 11/10/2023 Flights Karen Payne The Tax Institute The Tax Summit Melbourne $330 towards flight costs Partial reimbursement of  cost of flights as part of a speakers package to present at the Tax Summit Accepted
10/11/2023 23/01/2024 Lunch Karen Payne  Heather Ruddock Stakeholder Lunch Unknown Stakeholder Lunch Accepted
14/11/2023 14/11/2023 Batik print David Pengilley Delegation of Indonesian Ministry of Finance - Inspector Generals  Ministry of Finance Inspectorate-General Study Visit $20 Token of appreciation for hosting 1.5 days of their study visit Accepted
14/11/2023 14/11/2023 Indonesian Ministry of Finance wooden plaque  David Pengilley Delegation of Indonesian Ministry of Finance - Inspector Generals  Ministry of Finance Inspectorate-General Study Visit $50 Token of appreciation for hosting 1.5 days of their study visit Accepted & contributed to the Agency for display in the office
1 January - 31 March 2024
17/01/2024 22/01/2024 Accommodation Karen Payne Australian Tax Teachers Association  ATTA 35th Annual Conference $0 Accommodation (The Novotel) as part of the speaker's package for the ATTA keynote speakers  Accepted
19/01/2024 8/02/2024 Small framed print Karen Payne Australian Tax Teachers Association ATTA 35th Annual Conference  $0 Invited Speaker Accepted
26/02/2024 4/03/2024 Wine  David Pengilley Treasury and Economic Development Directorate | ACT Government  AHMAC Tax Working Group Forum  $35 Thank you for presenting at the AHMAC Forum  Accepted 
23/02/2024 4/03/2024 Socks David Pengilley Treasury and Economic Development Directorate | ACT Government  AHMAC Tax Working Group Forum $0 Thank you for presenting at the AHMAC Tax Working Group Forum  Accepted
6/03/2024 6/03/2024 Sarong Karen Payne Indonesian Association of Internal Auditors Presentation for the Indonesian Association of Internal Auditors  $50 Thank you for hosting the Indonesian Association of Internal Auditors  yes
6/03/2024 6/03/2024 Sarong Duy Dam Indonesian Association of Internal Auditors Presentation for the Indonesian Association of Internal Auditors  $50 Thank you for hosting the Indonesian Association of Internal Auditors  50.00
6/03/2024 6/03/2024 Sarong David Pengilley Indonesian Association of Internal Auditors Presentation for the Indonesian Association of Internal Auditors  $50 Thank you for hosting the Indonesian Association of Internal Auditors  yes
6/03/2024 6/03/2024 Sarong Kuan Tian Indonesian Association of Internal Auditors  Presentation for the Indonesian Association of Internal Auditors  $50 Thank you for hosting the Indonesian Association of Internal Auditors  yes
6/03/2024 6/03/2024 Sarong Rosi Christi-De Silva Indonesian Association of Internal Auditors  Presentation Session to the Indonesian Association of Internal Auditors  $50 Thank you for hosting the Indonesian Association of Internal Auditors  yes
6/03/2024 6/03/2024 Sarong Jarrod Joseph Indonesian Association of Internal Auditors Presentation Session to the Indonesian Association of Internal Auditors  $50 Thank you for hosting the Indonesian Association of Internal Auditors  yes
2/04/2024 3/04/2024 Wine Karen Payne Parramatta Practicing Accountants Discussion Group Appeals & Objections | Parramatta Practicing Accountants Discussion Group $30 Thank You for Presenting No
22/03/2024 3/04/2024 Wine David Pengilley Law Council  Attendee at Conference  $20 Thank you for attendance  no
1 April - 30 June 2024
30/05/2024 30/05/2024 McLaren Lego set Darren Broers Dell Won at an event $35 Won at an event no
19/06/2024 19/06/2024 Ceramic re-usable thermos Brandon Chen, Phuong Huynh, Frank Zhu UNSW Tax Clinc UNSW Tax Clinic presentation $40 Thank You for Presenting Yes

Date received Date recorded Gift item/benefit/service Received by Presented by Occasion Estimated value $A Circumstances of receipt of gift Was the gift retained by the recipient?
1 July - 30 September 2022
22/07/2022 28/07/2022 Clonakilla 2021 O'Riada Shiraz Karen Payne National Funeral Directors Association of Australia National Funeral Directors Association Conference 40 Token of appreciation for speaking at the event Accepted & contributed to the Agency's Social Committee
23/07/2022 29/07/2022 Clonakilla 2021 O'Riada Shiraz APS Staff National Funeral Directors Association of Australia National Funeral Directors Association Conference 40 Token of appreciation for speaking at the event Accepted & contributed to the Agency's Social Committee
2/09/2022 5/09/2022 Donation to lifeline Karen Payne The Tax Institute, Queensland TTI - Death and Taxes Conference - Brisbane $100 Token of appreciation for speaking at the event Accepted
2/09/2022 5/09/2022 Flights/Accommodation Karen Payne The Tax Institute, Queensland TTI - Death and Taxes Conference - Brisbane Flights - $229 Accommodation -$285  Partial reimbursement towards the cost for going to Brisbane to speak at the event  Accepted and travel allowance reduced accordingly
27/09/2022 Dinner (Omeros bros Brisbane) Karen Payne SMSFAA SMSFAA Conference -  Gold Coast Unknown Attended the dinner as part of the event Accepted and travel allowance reduced accordingly
1 October - 31 December 2022
19/10/2022 Dinner registration (Grand Ballroom ICC Sydney) Karen Payne The Tax Institute, Sydney TTI - The Tax Summit - Sydney $175 Attended the dinner as part of The Tax Summit Gala including the Tax Advisor of the Year Awards  Accepted
1 January - 30 March 2023
22/02/2023 23/02/2023 Accommodation, transportation and sandwich lunch as part of a mine site visit in Newcastle and the Hunter Valley Karen Payne The Minerals Council of Australia Invitation from MCA to attend mine site Unknown  Accommodation, transportation and sandwich lunch as part of a mine site visit Accepted and travel allowance reduced accordingly
7/03/2023 7/03/2023 Dinner  Karen Payne CPA CPA Discussion Group Unknown  Attended the dinner as part of discussion group after presenting Accepted
22/03/2023 22/03/2023 Flights/Accommodation/Registration  Karen Payne The Tax Institute, Western Australia TTI - WA Tax Forum - Perth Flights - $708 Partial reimbursement  towards the cost of flights to WA to speak at the event  Accepted and travel allowance reduced accordingly
24/03/2023 24/03/2023 Donation to lifeline Karen Payne The Tax Institute, Western Australia TTI - WA Tax Forum - Perth $100 Token of appreciation for speaking at the event Accepted
1 April - 30 June 2023
4/04/2023 4/04/2023 Dinner (Crowne Plaza Coogee) Karen Payne UNSW (Tax Conference) UNSW 15th international tax conference -Sydney Unknown  Attended dinner as part of the Conference after presenting Accepted
30/05/2019 30/05/2023 Chairmans Lounge membership expiring 30/5/2025 (extended 2 years after initial invitation) Karen Payne Qantas By invitation Unknown  Accepted as part of the Inspector-General's regular travel duties Accepted
11/05/2023 11/05/2023 Flights Karen Payne The Tax Institute, Victoria TTI - VIC Flights - $228 Partial reimbursement  towards the cost of flights to Melbourne to speak at the event  Accepted

Date received Date recorded Gift item/benefit/service Received by Presented by Occasion Estimated value $A Circumstances of receipt of gift Was the gift retained by the recipient?
1 July - 30 September 2021
No gifts and/or benefits exceeding $100.00 (excluding GST) were received.
1 October - 31 December 2021
27/10/2021 27/10/2021 Donation to Lifeline Karen Payne The Tax Institute, Australia Tax Summit $100 Token of appreciation for speaking at the event Accepted
23/11/2021 23/11/2021 UNSW ATAX Conference Dinner Karen Payne UNSW, Australia UNSW's 14th International Tax Administration Conference Unknown Attended the dinner as part of the UNSW's 14th Internation Tax Administration Conference Accepted
23/11/2021 23/11/2021 Travel adaptor Karen Payne UNSW, Australia UNSW's 14th International Tax Administration Conference $30 - $50 Token of appreciation for speaking at the event Accepted
6/12/2021 6/12/2021 Group of 100 Annual Dinner Karen Payne Group of 100, Australia Group of 100 Annual Dinner Unknown Attended the dinner as part of Inspector-Genera's regular duties Accepted
1 January - 30 March 2022
31/03/2022 4/04/2022 Penfolds Max's Shiraz (South Australia) 2020 Karen Payne FBT Salary Packaging Solutions TAXPO 2022 $28.99 Token of appreciation for speaking at the event Accepted - contributed to the Agency's Social Committee
1 April - 30 June 2022
5/05/2022 5/05/2022 Bottle of Hentley Farm - (The Beast 2019 Shiraz) Barossa Valley Karen Payne STEP SA STEP SA  - (Professional Development - An update from the IGTO) $60 Token of appreciation for speaking at the event Accepted - contributed to the Agency's Social Committee
5/05/2022 5/05/2022 Dinner Karen Payne STEP SA STEP SA  - (Professional Development - An update from the IGTO) $64 Attended the dinner as part of the STEP SA  Tradition Accepted  
26/05/2022 26/05/2022 Conference registration Karen Payne The Tax Institute Victorian Tax Forum Unknown Complimentary registration as one of the guest speakers at the Conference Accepted
8/06/2022 8/06/2022 Dinner Karen Payne Northern Beaches Accountants Discussion Group Northern Beaches Discussion Group Unknown Attended the dinner as part of the Northern Beaches Discussion Group Accepted

Date received Date recorded Gift item/benefit/service Received by Presented by Occasion Estimated value $A Circumstances of receipt of gift Was the gift retained by the recipient?
1 July - 30 September 2020
7/07/2020 7/07/2020 Donation to Lifeline Karen Payne The Tax Institute The Tax Institute's Death and Taxes Webinar $100 Token of appreciation for speaking at the event Accepted
15/09/2020 15/09/2020 Dinner (St. George Leagues Club) Karen Payne St George Small Business Accountants Group St George Small Business Accountants Discssion Group Unknown Token of appreciation for speaking at the event Accepted
1 October - 31 December 2020
21/10/2020 21/10/2020 Donation to Lifeline Karen Payne STEP QLD STEP QLD seminar $50 Token of appreciation for speaking at the event Accepted
11/11/2020 11/11/2020 Dinner (Builders Club) Karen Payne Northern Beaches Discussion Group Northern Beaches Discussion Group Unknown Attend dinner as part of the Northern Beaches Discussion Group Accepted
1 January - 31 March 2021
18/03/2021 18/03/2021 David Jones Voucher Karen Payne STEP WA STEP WA Webinar $100 Token of appreciation for speaking at the event Accepted - contributed to the Agency's Social Committee
18/03/2021 18/03/2021 David Jones Voucher APS Staff STEP WA STEP WA Webinar $100 Token of appreciation for speaking at the event Accepted - contributed to the Agency's Social Committee
12/04/2021 12/04/2021 Piper Heidsieck champagne Karen Payne CPA Innerwest Accountants Discussion Group Speaking Presentation -  CPA Innerwest Accountants Discussion Group $55 Token of appreciation for speaking at the event Accepted - contributed to the Agency's Social Committee
1 April - 30 June 2021
2/06/2021 2/06/2021 Dinner (The Great Hall, Parliament House) Karen Payne Minerals Council of Australia 2021 Australian Minerals Industry - Parliamentary Dinner Unknown Attended the dinner as part of Inspector-Genera's regular duties Accepted
17/06/2021 17/06/2021 Dinner (Glass Brasserie, Hilton) Karen Payne Law Council of Australia Law Council of Australia - Business Law Section Dinner Unknown Attended the dinner as part of Inspector-Genera's regular duties Accepted

Date received Date recorded Gift item/benefit/service Received by Presented by Occasion Estimated value $A Circumstances of receipt of gift Was the gift retained by the recipient?
1 July - 30 September 2019
20/08/2019 21/08/2019 SOCAP voucher for Leadership breakfast seminar APS Staff SOCAP Australia SOCAP Conference Dinner 2019 $77 Awarded with a voucher for being the runner up to the SOCAP Australia Rising Star Award 2019 Accepted
30/09/2019 30/09/2019 Haighs chocolates Karen Payne IPA Women in Practice High Tea event $55 Token of appreciation for speaking at the event Accepted
1 October - 31 December 2019
15/10/2019 15/10/2019 Diary and Pen Karen Payne UNSW UNSW Seminar Unknown Token of appreciation for speaking at the event Accepted
6/11/2019 6/11/2019 Group of 100 Annual Dinner Karen Payne Group of 100 Group of 100 Annual Dinner Unknown Attended the dinner as part of Inspector-Genera's regular duties Accepted
15/11/2019 15/11/2019 Discounted Conference ticket  Karen Payne Law Council of Australia Business Law Taxation Committee Annual Taxation Workshop 2019 $950 Conference Speaker's Discounted ticket Accepted
21/11/2019 21/11/2019 Member's Dinner Karen Payne ANZOA ANZOA AGM Dinner Unknown Attended the dinner as an ANZOA member Accepted
28/11/2019 28/11/2019 Conference Registration including dinner (attending other sessions)  Karen Payne IPA IPA National Congress $1,585 Attended the dinner as part of the IPA National Congress Accepted
1 January - 31 March 2020
1/02/2020 1/02/2020 Flights, Accommodation, Registration  Karen Payne The Tax Institute The Tax Institute's 2020 Financial Services Taxation Conference Conference registration - $2,395 Flights - unknown Accommodation - Unknown Provided by the Tax Institute for speakers at the event Accepted
20/02/2020 20/02/2020 Dinner Karen Payne IPA IPA 2020 WA State Congress Unknown Attended the dinner as part of the IPA 2020 WA State Congress Accepted
1 April - 30 June 2020
No gifts and/or benefits exceeding $100.00 (excluding GST) were received.

Gifts and Benefits Register

The IGTO encourages all officers to politely decline offers of gifts or benefits.

Gifts or benefits may compromise the integrity and independence of the IGTO agency and its officers.

The IGTO and her officers disclose all gifts and benefits received in an internal register, a version of which is published below. The published register complies with requirements of the Australian Public Service Commission for the agency head to publicly disclose all gifts and benefits received with a value of A$100 or more (excluding GST).

The published IGTO register lists all gifts and benefits received by the IGTO and her officers, regardless of value. The published register is updated every quarter.