Things you need to know
If you are a temporary resident, you will not need to show your foreign investment income at this question. See, Tax-free income for temporary residents in Amounts that you do not pay tax on 2024 for the definition of a temporary resident and details of the exemption.
Are you an Australian resident for tax purposes who:
- had either a direct or an indirect interest in a controlled foreign company (CFC), or
- at any time, directly or indirectly transferred or caused the transfer of property (including money) or services to a non-resident trust?
If you have received one or more distributions from trusts, you must complete a Trust income schedule 2024 and attach it to your tax return.
If you answered:
- No – Go to question 20 Foreign source income and foreign assets or property 2024.
- Yes – Read on.
What you need to answer this question
You will need the Foreign income return form guide to answer this question.
Completing your supplementary tax return
To complete this question, answer:
Part A
The controlled foreign company (CFC) measures may apply to income and gains of foreign companies in which you had a direct or indirect controlling interest, or which you effectively controlled. For more information, see Foreign income return form guide – Chapter 1.
Completing this part
Did you have either a direct or indirect interest in a CFC?
- No – Print X in the No box at question 19 – label I in your supplementary tax return. Go to Part B.
- Yes – Read on.
Did you, alone or with associates:
- have direct or indirect controlling interests totalling 10% or more in a foreign company, or
- have effective control of a foreign company?
If you answered:
- No – Print X in the No box at question 19 – label I in your supplementary tax return. Go to Part B.
- Yes – Follow the steps below.
Step 1
Print X in the Yes box at question 19 – label I in your supplementary tax return.
Step 2
Work out your attributed foreign income from any CFC.
Step 3
Write this amount at question 19 – label K. Don't show cents. Go to Part B.
Part B
Use the information below to complete Part B.
Completing this part
The transferor trust measures may apply if, at any time, you directly or indirectly transferred or caused the transfer of property (including money) or services to a non-resident trust. A trust is a non-resident trust if no trustee of the trust estate was an Australian resident, and the trust estate's central management and control was not in Australia, at any time during the income year. For more information, see Foreign income return form guide – Chapter 2.
Did you, at any time, directly or indirectly transfer or cause the transfer of money, property or services to a non-resident trust?
- No – Print X in the No box at question 19 – label W in your supplementary tax return.
- Yes – Follow the steps below.
Step 1
Print X in the Yes box at question 19 – label W in your supplementary tax return.
Step 2
Work out your attributed foreign income from transferor trusts.
Step 3
Write the amount you worked out at step 2 at question 19 – label B. Don't show cents.
Step 4
On a separate sheet of paper, write Schedule of additional information – question 19. Write your name, address, tax file number, the name of the non-resident trust and its trustee or trustees, and the amount of any attributable income in relation to the trust. Attach your schedule to your supplementary tax return.
Step 5
Print X in the Yes box at Taxpayer's declaration – question 2 in your supplementary tax return. Read on.
Checks before moving to the next question
Check that you have:
- written in your supplementary tax return your attributed foreign income from all CFCs
- written in your supplementary tax return your attributed foreign income from transferor trusts
- attached your Schedule of additional information – question 19 to your supplementary tax return, if you need to send us one.
Where to go next
- Go to question 20 Foreign source income and foreign assets or property 2024.
- Return to main menu Individual tax return instructions 2024.
- Go back to question 18 Capital gains 2024.