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Published on 17 Feb 06
by NATIONAL EVENTS, TAXATION INSTITUTE OF AUSTRALIA
This presentation demonstrates within a banking context, the development of retail products with taxfeatures, including:
current trends and issues
product developme tprocess
controls over marketing and risk management
implications of promoter legislation for front-office staff, back-office staff, including in-houst 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
The Tax Institute is a Recognised Tax Agent Association (RTAA) under the Tax Agent Services Regulations 2009.
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