Published on 17 Feb 06
by NATIONAL EVENTS, TAXATION INSTITUTE OF AUSTRALIA
This paer discusses within a banking context, the development of retail products with tax features, including:
- current trends and issues
- product development process
- controls over marketing and risk management
- implications of promoter legislation for front-office staff, back-office staff, including in-house tax advisers
Phillip is an Executive Manager in the Group Taxation team at Commonwealth Bank of Australia. He has 15 years experience working within the internal tax functions of financial institutions. His experience covers the spectrum of tax issues affecting financial institutions with a particular focus on domestic issues, including retail, leasing, corporate and financial markets issues. Prior to corporate life, he spent seven years in chartered accounting.
Current at 17 December 2007 Current at 17 December 2007
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