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Summary of how the foreign investment funds legislation could affect you

Last updated 31 March 2020

Did you have interests in a foreign company, a foreign trust or a foreign life assurance policy? (Read chapter 2 and chapter 5)

No

The foreign investment fund (FIF) measures do not apply to you. You do not need to use this guide.

Yes

Read on.

If you were a resident at any time during the year of income, did you:

  • have an interest in a FIF at the end of the income year, or
  • have an interest in a foreign life assurance policy (FLP) at any time during the income year?

(Read chapter 2 and chapter 5)

No

The FIF measures do not apply to you. You do not need to use this guide.

Yes

Read on.

Does an exemption apply to your interest in a FIF or FLP? (Read chapter 3)

No

Read on.

Yes

Do not include any amount in your assessable income from the interests in that FIF or FLP. Read chapter 8 to work out the records that you need to keep, then read on.

QC18001