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Implementing TOFA for banks presentation

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

This presentation covers:

  • managing the implementation within the Bank
    • stakeholder impacts
    • systems impacts
    • financial impacts
  • transitional considerations for banks
    • key features of the transitional rulesSave
    • 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
Click here to expand/collapse more articles by Jeff SHAW.
 
Elizabeth Tromans CTA
Liz Tromans FTIA has been the Head of Taxation for National Australia Bank’s Australian Banking Operations and Public Officer for the last eight years. In this role she has been responsible for leading and managing tax risk management and compliance activities at NAB and providing strategic tax advice to a variety of internal business units. She is currently leading major strategic projects. Current at 17 February 2011 Click here to expand/collapse more articles by Liz TROMANS.

This was presented at 2008 Financial Services Conference.

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