shopping_cart

Your shopping cart is empty

Implementing TOFA for banks paper

Member Price: $57.00
Non Member Price: $75.00

DisclaimerThis material is copyright. Apart from any fair dealing for the purposes of private study, research, criticism or review, as permitted under the Copyright Act, no part may be reproduced by any process without written permission from The Tax Institute.
Unless expressly stated, opinions are not that of The Tax Institute, which accepts no responsibility for the accuracy of any of the information contained within it.

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

Elizabeth Tromans CTA
Liz is a trusted governance professional with local and international blue chip company experience supported by credible professional qualifications (tax, applied finance, commercial law & governance) and deep subject matter expertise. A reliable business advocate, a trusted adviser and a leader who is able to solve complex business issues successfully. A team player, who is enthusiastic, helpful and influential. Develops people, through role modelling, mentoring and coaching. Liz is currently the Senior Group Governance Officer at Australia Post, having previously practiced in commercial law and tax, held the position as Head of Tax (Australia) for NAB, and senior roles in PriceWaterhouseCoopers and the ATO. - Current at 09 December 2017
Click here to expand/collapse more articles by Liz TROMANS.
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.

 

This was presented at 2008 Financial Services Conference .

Get a 20% discount when you buy all the items from this event.

Individual sessions

The litigation lottery

Author(s):  David BLOOM

Materials from this session:

Part IVA - current issues

Author(s):  Peter WALMSLEY

Materials from this session:

Debt/Equity - hot issues

Author(s):  John SMITH

Materials from this session:

TOFA - scope issues - what’s in, what’s not and core interactions

Author(s):  Sarah BERNHARDT

Materials from this session:

Division 250 - issues and case studies

Author(s):  Teresa DYSON

Materials from this session:

Overseas developments in tax risk management

Author(s):  Tony FULTON

Materials from this session:

Tax risk management - the view from the boardroom

Author(s):  Richard WARBURTON

Materials from this session:

TOFA - hedging: have we finally got there?

Author(s):  Tony FROST

Materials from this session:

Implementing TOFA for banks

Author(s):  Liz TROMANS,  Jeff SHAW

Materials from this session:

TOFA wealth management and life insurance implications

Author(s):  Jeremy HIRSCHHORN

Materials from this session:

Super update

Author(s):  Graeme COLLEY

Materials from this session:

Taxation of deferred purchase agreements

Author(s):  Jonathan HARREX

Materials from this session:

General leasing update

Author(s):  Jenny CLARKE

Materials from this session:

The authorised OECD approach… or is it?

Author(s):  David GRECIAN

Materials from this session:

International tax update

Author(s):  Alf CAPITO

Materials from this session:

Further details about this event:

 

Copyright Statement