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TOFA for the clients of financial institutions presentation

Member Price: Free
Non Member Price: $15.00

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Published on 13 Feb 09 by NATIONAL DIVISION, THE TAX INSTITUTE

This presentation covers:

  • how will TOFA impact the clients of financial institutions? What are the opportunities?
  • what are the pitfalls? In particular:
    • what are the usual financial arrangements these entities will have (specific industry issues)?
    • what choices are your customers likely to make from a TOFA perspective?
    • what are the expected differences between their current position and consequential likely product innovation?

Author profile

David Linke
Photo of author, David LINKE David is the National leader of KPMG's Australian M&A tax team. He has over 16 years experience in advising financial sponsors and Australian listed companies on transactions as well as international and M&A tax issues. He is a member of the KPMG International Tax and M&A group. - Current at 02 August 2012
Click here to expand/collapse more articles by David LINKE.

 

This was presented at Financial Services Taxation Conference 2009 .

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

Individual sessions

Hedging workshop

Author(s):  Julian HUMPHREY

Materials from this session:

TOFA and hedging

Author(s):  Mathew UMINA

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Tax issues in a bear market: Assets side

Author(s):  Allan BLAIKIE

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Tax issues in a bear market: Liabilities side presentation

Author(s):  Patrick BROUGHAN

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Profit attribution to permanent establishments and transfer pricing following the Roche case

Author(s):  Nick HOUSEMAN

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Financial services tax update

Author(s):  Antoinette ELIAS

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Thin capitalisation including the impact of falling asset values

Author(s):  Paul BALKUS,  Daryl CHOO

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Developments in the administration of promoter penalties

Author(s):  Bruce COLLINS

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The capital revenue debate and the managed funds review

Author(s):  Andrew MILLS

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Managing TOFA, implementation and ongoing–Tax Office perspective

Author(s):  Ross BROOKES

Materials from this session:

Managing TOFA, implementation and ongoing–The TOFA countdown has begun

Author(s):  Neil WARD

Materials from this session:

Annual compliance arrangements

Author(s):  Stephen GREEN

Materials from this session:

Superannuation update

Author(s):  Shayne CARTER

Materials from this session:

TOFA for the clients of financial institutions

Author(s):  David LINKE

Materials from this session:

TOFA–The international dimension

Author(s):  Tony FROST

Materials from this session:

Walking the wire-The Australian economy in 2009

Author(s):  Michael BLYTHE

Materials from this session:

Further details about this event:

 

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