IFRS 9 Financial Instruments

How to record fair value of a basis swap

Records the periodic fair value adjustment for a basis swap where two floating interest rates are exchanged.

Account NameTypeDebit ($)Credit ($)
Derivative Financial AssetDebit12,000.00-
Gain on Derivative Financial InstrumentsCredit-12,000.00

💡 Accountant's Note

Basis swaps are measured at fair value through profit or loss (FVTPL) unless they are designated as part of a formal hedge relationship. Gains or losses reflect changes in the spread between the two floating rates.

Practitioner & Systems Framework

💻 ERP Architecture

Use the treasury module to import market curves and auto-calculate the mark-to-market value.

⚠️ Audit Flags

Significant deviations in market spreads or counterparty credit risk adjustments (CVA).

📄 Required Documentation

Swap agreement and independent valuation report or bank counterparty statement.

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Expert Analysis by Qusai Ahmad

General Accountant Supervisor & IFRS Specialist

Specialized in SAP GUI automation and Middle Eastern tax compliance. Building digital tools for the next generation of finance leaders.

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