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Implementing TOFA for banks paper

Published on 08 Feb 08 by NATIONAL EVENTS, TAXATION INSTITUTE OF AUSTRALIA

This paper covers:

  • managing the implementation within the Bank
    • stakeholder impacts
    • systems impacts
    • financial impacts
  • transitional considerations for banks
    • key features of the transitional rules
    • issues and uncertainties within the rules
    • specific challenges for banks.

Author profiles:

Jeff SHAW
Jeff is a Senior Manager in Group Taxation at National Australia Bank and assists with the overall management of the Group’s tax strategies and policies. He has worked closely with the Group’s Capital Management team on a range of capital management initiatives, including various hybrid funding structures. He has also been actively involved in the consultation process for a range of tax reform initiatives impacting the banking and finance industry.
Current at 18 December 2007 Current at 18 December 2007 Click here to expand/collapse more articles by Jeff SHAW.
 
Liz TROMANS
Liz is the Head of Taxation for National Australia Bank's Australian Banking and nabCapital operations and in this role is the Public Officer for NAB and many of its subsidiaries. In her current role, Liz is responsible for leading and managing tax risk management and compliance activities at NAB and providing advice to a variety of internal business units. Before joining NAB, Liz specialised in financial services tax at Coopers & Lybrand. She also spent 10 years in senior policy and advising roles in the Australian Taxation Office, including the Banking and Finance Cell, in Canberra and in Melbourne.
Current at 2 July 2008 Current at 24 July 2008 Click here to expand/collapse more articles by Liz TROMANS.

 

This was presented at 2008 Financial Services Conference .

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