Published on 23 Nov 10
by VICTORIAN DIVISION, THE TAX INSTITUTE
This presentation covers:
- does TOFA apply to you?
- how TOFA taxes gains and losses on financial arrangements?
- what is a financial arrangement?
- what financial arrangements are excluded from TOFA?
- tax timing methods under TOFA
- default methods
- elective methods
- what if you do nothing?
- case studies/examples
- what should I be doing now?
Claire Allen has worked with PwC across the Sydney and Melbourne practises for almost ten years, focusing on
the financial services industry. Claire specialises in providing tax consulting and compliance services to domestic
and international funds management, private equity, property and infrastructure clients, as well as advising
custodians, administrators and other service providers. Claire has been actively involved in the implementation of
tax legislation arising from recent tax reform (including the taxation of financial instruments) and, through this
work, has liaised with Treasury in association with industry bodies and her clients on a number of matters. Current at 23 November 2010
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