Modernisation of Trust Administration Systems (MTAS) working group – 11 September 2023

Original Published Date
Tax Category
Tax preparation
Business accounting
Resource Type
Consultative groups

The Modernisation of Trust Administration Systems (MTAS) project is an ATO initiative aimed at improving the integrity of the tax system through improving the end-to-end trust experience for clients.

This meeting was held via webinar on Monday 11 September 2023.

Key outcomes

Below is a summary of key outcomes. Note: The full outcomes and any presentation materials are available in Online Services for DSPs.

At this meeting, discussion points were:

Recap and overview of out of session Capital Gains Tax (CGT) and Trust Income Schedule (TIS) discussion

An overview of the out-of-session meeting held on 10 August was provided to the group along with discussing the feedback on the implications of the new CGT labels.

TIS Aggregation for 30+ beneficiaries

The Business Implementation Guide (BIG) will outline the process of aggregating the TIS form to accommodate the numbers of beneficiaries for Individual Income Tax Returns (IITR) and Non-individual Income Tax Returns (NITR).

Technical Design and Specifications

The group was provided a view of the draft Message Structure Table (MST) along with an updated delivery timeline.

Nudge messaging for individuals

The group was presented with the changes to TT2024, based on prior-year returns, where individual beneficiaries completing their ITR via myTax or SBR/PLS channels will receive real time nudge messaging.

Group discussion

Feedback from Stewardship groups have included a request for software developers to have a printing option for the statement of distribution available for Agents, however this would not be a part of the SBR service build.

Next steps

The next group is scheduled to reconvene in December 2023. If any further updates are required, the MTAS group will attend a PLS working group to communicate any changes or requests for feedback.

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