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university notes that's useful at work as a graduate accountant -Tax Offset

Updated: Sep 30, 2020



If claiming an offset of $1,000 or less, you only need to record the actual amount of foreign income tax paid that counts towards the offset (up to $1,000).

DEFERRED TAX LIABILITY

Market value

Less: Cost base

Less: Cost base adjustment

Latent capital gains

Less: Carried forward capital gains

Latent gross tax capital gains

Less: discount (÷ 3)

Less: ECPI (x %)                   

Latent net capital gains

x 0.15                                    

Deferred tax liability @15%

PAYGI VS PAYGW



FRANKING ACCOUNT (Div 205 ITAA97)

  • To indicate to the company how much franking credits can be passed to shareholders

  • Franking deficit tax (FDT) is PAYABLE if the company has a deficit in its franking account at end of the year

  • deficit = the company has distributed more franking credits than is warranted by the tax it has paid


45 days holding rule Imputation

  • imputed cost = incurred by virtue of using an asset instead of investing it

  • corporate tax entities have the option of passing on/'imputing' credits for the tax = ‘franking’ the distribution = tax offsets (recipient)

  • prevents double taxation –taxation of profits earned (company) & when a distribution received (recipient)



TRUST DISTRIBUTION

Cash trust distribution received = Total Taxable Australian Income

  • Accounting franked income

  • FC

  • Other Aus Income

Add: Taxable foreign income (incl. FTC) Net Capital Gains

  • Discntd Capital Gains

  • CGT Concssn

  • Other Capital Gains

Add:

  • Tax Free Income

  • Tax Deferred Income

Less:

  • FTC

  • FC






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