Specialized GST/HST: Financial services

This course explores the ever-changing GST/HST legislation and guidance for financial institutions and services, including pensions. Get the practical insights and solutions you need to successfully apply your knowledge in real-life transaction and compliance situations.

Event Details

Location and date:
Toronto September 12-13, 2018

This two-day course examines the complex and dynamic indirect tax concepts and legislation for financial institutions, services and pensions. This specialized course is a complement to the In-Depth HST/GST Course and will go into greater detail and look at the latest changes and developments in the important area of GST/HST and financial services. Register today and join some of the leading minds in this sector.

Registration coming soon.

You will learn about:

  • defining “financial service” and “financial instrument”
  • GST/HST compliance for financial institutions
  • input tax credits for financial institutions
  • cross-border self-assessment rules for financial institutions
  • special rules for seizures and repossessions
  • pension plan rules
  • detailed rules for “selected listed financial institutions” and the “special attribution method”
  • latest developments, such as investment limited partnership rules

Who should attend?

Tax professionals who have successfully completed the In-Depth HST/GST Course and other experienced professionals, including:

  • professional accountants, lawyers and others who advise clients on GST/HST matters
  • CFOs and other finance professionals responsible for GST/HST compliance
  • CRA, Department of Finance, and other government officials responsible for GST/HST

More Details:

Venue[s] and Accommodation[s]


CPA Canada Offices
277 Wellington Street West, 2nd Floor, Toronto, Ontario M5V 3H2


Please contact:

Member Development and Support
Tel: 1-800-268-3793
Email: customerservice@cpacanada.ca