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TOFA for the clients of financial institutions presentation


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 CTA
David Linke CTA
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

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:


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