shopping_cart

Your shopping cart is empty

TOFA for the clients of financial institutions presentation

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:

Author Photo - David LINKE
David LINKE
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 Current at 23 February 2009 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

TOFA and hedging

Author(s):  Mathew UMINA

Materials from this session:

Tax issues in a bear market: Assets side

Author(s):  Allan BLAIKIE

Materials from this session:



Financial services tax update

Author(s):  Antoinette ELIAS

Materials from this session:




Managing TOFA, implementation and ongoing–Tax Office perspective

Author(s):  Ross BROOKES

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:

 

Copyright Statement
click to expand/collapse