Director, Financial Services Indirect Tax Practice
Jeff is a well know financial services and GST expert, who specialises in assisting clients within the financial services and insurance industries.
Jeff has been involved with Australian GST, in particular in relation to financial services, since it was announced in 1998.
He was the in-house technical resource for the Commonwealth Bank group GST implementation in 2000, and was Executive manager, GST for the CBA Group until 2003. From then until 2006 he was part of the ATO’s GST Financial Services team, including writing several major public rulings, including GSTR 2006/3: Goods and Services Tax: GST treatment of financial supplies and related supplies and acquisitions.
From 2006, Jeff has worked with Professional advisory firms, most recently with KPMG as a Director in the Tax Advisory area. He has advised most of the large financial institutions in Australia on a variety of GST matters.
Jeff’s has wide experience in the financial services industry, including providing advice to the following clients: