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J TOFA transitional balancing adjustment

Last updated 12 February 2019

Show at J the fund's assessable or deductible amount from a transitional balancing adjustment for the income year, as a result of making the transitional election for existing financial arrangements.

If the transitional balancing adjustment is a deductible amount, print L in the Loss box.

Working out the fund's total assessable TOFA gains, deductible TOFA losses, and TOFA transitional balancing adjustment

Ensure you take into account at H, I and J any amount in relation to a TOFA financial arrangement that you have shown at:

  • CGross interest item 10
  • D1 Gross foreign income item 10
  • I Gross distributions from Partnerships item 10
  • KUnfranked dividend amount item 10
  • N Trust distributions unfranked amount item 10
  • Q Trust distributions other amounts item 10
  • S Other income item 10
  • AInterest expenses within Australia item 11
  • B Interest expenses overseas item 11
  • LOther deductions item 11.

You should take into account only once an amount at one of H, I and J.

QC28016