IFRS 9 Financial Instruments

How to record puttable instrument liability

Recognition of a financial instrument that gives the holder the right to put the instrument back to the issuer for cash.

Account NameTypeDebit ($)Credit ($)
CashAsset100,000.00-
Financial Liability (Puttable)Liability-100,000.00

💡 Accountant's Note

Unless the instrument meets the very specific 'puttable exception' criteria in IAS 32 to be classified as equity, it is recorded as a financial liability under IFRS 9 at the present value of the redemption amount.

Practitioner & Systems Framework

💻 ERP Architecture

Set up as a liability with periodic revaluation if the redemption amount is linked to an index or fair value.

⚠️ Audit Flags

Instruments classified as equity that contain mandatory redemption or put options.

📄 Required Documentation

Contractual terms of the instrument and the IAS 32/IFRS 9 classification assessment.

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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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