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Taxation of financial arrangements (TOFA) for small to medium business presentation

Published on 23 Nov 10 by VICTORIAN DIVISION, THE TAX INSTITUTE

This presentation covers:

  • overview
  • 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?

Author profile:

Claire Allen
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
 
Individual sessions

Further details about this event:

 

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