Dana is the Assistant Commissioner, SMSF Segment of the Australian Taxation Office. Dana has over 25 years tax experience, specialising in superannuation and managed investments both in Australia and overseas at both KPMG and PwC. For the last four years Dana has led KPMG's Asset & Wealth Management Practice in Australia. Her client portfolio included major industry funds and both major retail and managed funds. She advised and worked with them on the tax implications of their strategic planning as well as day to day activities, assisting with tax compliance, dealing with the impact of changing legislation on their systems and products, strategic product development, mergers and unit pricing. Most recently, Dana has joined the ATO as an Assistant Commissioner, leading the SMSF segment where she hopes to make a positive contribution to the public sector and importantly to the community.
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Dana Fleming CTA
An update from the regulator on practical issues within SMSF & Audit and record keeping
- Presentation
27 May 2020
An update from the regulator on practical issues within SMSF & audit and record keeping
- Video
27 May 2020
ATO update - SMSF regulation emerging issues
- Presentation
28 Mar 2019
SMSF regulation emerging issues
- Audio
28 Mar 2019
Capturing tax within unit prices or credit rates
- Presentation
29 Aug 2013
Managed investment trust changes
- Presentation
02 Oct 2008
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