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Published on 13 Feb 09
by NATIONAL DIVISION, THE TAX INSTITUTE
This paper 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?
David Linke FTIA has over 14 years experience in the Financial Services and M&A practice at KPMG. He works primarily with
financial institutions and other financial sponsors in relation to domestic and international tax matters including the taxation of
financial arrangements. In particular, David has sought a number of rulings from the Australian Taxation Office on hybrid funding
products for various entities. Current at 11 February 2009
The Tax Institute is a Recognised Tax Agent Association (RTAA) under the Tax Agent Services Regulations 2009.
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