Tax Laws Amendment (2011 Measures No. 2) Act 2011 (Cth)

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Tax Laws Amendment (2011 Measures No. 2) Act 2011

No. 41,

2011 as amended

Compilation start date: 29 June 2013

Includes amendments up to: Act No. 124, 2013

About this compilation

This compilation

This is a compilation of the Tax Laws Amendment (2011 Measures No. 2) Act 2011 as in force on 29 June 2013. It includes any commenced amendment affecting the legislation to that date.

This compilation was prepared on 20 September 2013.

The notes at the end of this compilation (the endnotes) include information about amending laws and the amendment history of each amended provision.

Uncommenced amendments

The effect of uncommenced amendments is not reflected in the text of the compiled law but the text of the amendments is included in the endnotes.

Application, saving and transitional provisions for provisions and amendments

If the operation of a provision or amendment is affected by an application, saving or transitional provision that is not included in this compilation, details are included in the endnotes.

Modifications

If a provision of the compiled law is affected by a modification that is in force, details are included in the endnotes.

Provisions ceasing to have effect

If a provision of the compiled law has expired or otherwise ceased to have effect in accordance with a provision of the law, details are included in the endnotes.

Contents

An Act to amend the law relating to taxation and superannuation, and for related purposes

1Short title

This Act may be cited as the Tax Laws Amendment (2011 Measures No. 2) Act 2011.

2Commencement
  1. (1)

    Each provision of this Act specified in column 1 of the table commences, or is taken to have commenced, in accordance with column 2 of the table. Any other statement in column 2 has effect according to its terms.

Commencement information

Column 1

Column 2

Column 3

Provision(s)

Commencement

Date/Details

1.

Sections 1 to 3 and anything in this Act not elsewhere covered by this table

The day this Act receives the Royal Assent.

27 June 2011

2.

Schedule 1, Part 1

1 January 2011.

1 January 2011

3.

Schedule 1, Part 2

The day this Act receives the Royal Assent.

27 June 2011

4.

Schedule 1, Part 3

1 July 2016.

1 July 2016

5.

Schedule 2

1 July 2011.

1 July 2011

6.

Schedule 3, Part 1

1 July 2011.

1 July 2011

7.

Schedule 3, Part 2

The later of:

(a) immediately after the commencement of the provision(s) covered by table item 6; and

(b) the start of a single day to be fixed by Proclamation.

However, if any of the provision(s) do not commence before 1 January 2012, they commence on that day.

1 January 2012

8.

Schedule 4

The day this Act receives the Royal Assent.

27 June 2011

9.

Schedule 5, Part 1

The day this Act receives the Royal Assent.

27 June 2011

10.

Schedule 5, Part 2

The day after this Act receives the Royal Assent.

28 June 2011

11.

Schedule 5, Part 3, Division 1

The day after this Act receives the Royal Assent.

28 June 2011

12.

Schedule 5, Part 3, Division 2

The later of:

(a) immediately after the start of the day after this Act receives the Royal Assent; and

(b) the commencement of Schedule 2 to the Human Services Legislation Amendment Act 2011.

However, the provision(s) do not commence at all if the event mentioned in paragraph (b) does not occur.

1 July 2011 (paragraph (b) applies)

13.

Schedule 5, Parts 4 and 5

The day this Act receives the Royal Assent.

27 June 2011

14.

Schedule 5, Part 6, Division 1

The day this Act receives the Royal Assent.

27 June 2011

15.

Schedule 5, Part 6, Division 2

The later of:

(a) the day this Act receives the Royal Assent; and

(b) 1 July 2011.

1 July 2011 (paragraph (b) applies)

16.

Schedule 5, Part 6, Division 3

Immediately after the commencement of item 15 of Schedule 3 to the Tax Laws Amendment (Repeal of Inoperative Provisions) Act 2006.

1 January 2008

17.

Schedule 5, Parts 7 to 27

The day this Act receives the Royal Assent.

27 June 2011

18.

Schedule 5, item 368

Immediately after the time specified in the Tax Laws Amendment (2010 Measures No. 1) Act 2010 for the commencement of item 105 of Schedule 5 to that Act.

3 June 2010

19.

Schedule 5, item 369

Immediately after the time specified in the Tax Laws Amendment (2010 Measures No. 1) Act 2010 for the commencement of item 173 of Schedule 5 to that Act.

3 June 2010

20.

Schedule 5, item 370

Immediately after the time specified in the Tax Laws Amendment (2010 Measures No. 1) Act 2010 for the commencement of item 201 of Schedule 5 to that Act.

3 June 2010

21.

Schedule 5, item 371

Immediately after the time specified in the Tax Laws Amendment (2010 Measures No. 1) Act 2010 for the commencement of item 11 of Schedule 6 to that Act.

3 June 2010

22.

Schedule 5, item 372

Immediately after the time specified in the Tax Laws Amendment (Transfer of Provisions) Act 2010 for the commencement of item 16 of Schedule 2 to that Act.

1 July 2010

23.

Schedule 5, Parts 29 to 31

The day this Act receives the Royal Assent.

27 June 2011

Note: This table relates only to the provisions of this Act as originally enacted. It will not be amended to deal with any later amendments of this Act.

  1. (2)

    Any information in column 3 of the table is not part of this Act. Information may be inserted in this column, or information in it may be edited, in any published version of this Act.

3Schedule(s)

Each Act that is specified in a Schedule to this Act is amended or repealed as set out in the applicable items in the Schedule concerned, and any other item in a Schedule to this Act has effect according to its terms.

Schedule 1Deductible gift recipientsPart 1Amendments commencing on 1 January 2011

Income Tax Assessment Act 1997

  1. 1

    Section 30‑90 (cell at table item 10.2.2, column headed “Fund, authority or institution”)

    Repeal the cell, substitute:

Girl Guides Australia

2

Section 30‑90 (table item 10.2.3)

Omit “Guides Australia Incorporated”, substitute “Girl Guides Australia”.

3

Section 30‑315 (cell at table item 53A, column without a heading)

Repeal the cell, substitute:

Girl Guides Australia

Part 2Amendments commencing on Royal Assent

Income Tax Assessment Act 1997

4

Subsection 30‑25(2) (at the end of the table)

Add:

2.2.39

The Charlie Perkins Scholarship Trust

the gift must be made after 1 August 2010 and before 2 August 2013

2.2.40

Roberta Sykes Indigenous Education Foundation

the gift must be made after 1 August 2010 and before 2 August 2013

5

Section 30‑315 (after table item 30AA)

Insert:

30A

Charlie Perkins Scholarship Trust

item 2.2.39

6

Section 30‑315 (after table item 97)

Insert:

97AA

Roberta Sykes Indigenous Education Foundation

item 2.2.40

Schedule 2Self managed superannuation funds

Superannuation Industry (Supervision) Act 1993

1

After section 62

Insert:

62ASelf managed superannuation funds—investment in collectables and personal use assets

The regulations may prescribe rules in relation to the trustees of regulated superannuation funds that are self managed superannuation funds making, holding and realising investments involving:

  1. (a)

    artwork (within the meaning of the Income Tax Assessment Act 1997); or

  2. (b)

    jewellery; or

  3. (c)

    antiques; or

  4. (d)

    artefacts; or

  5. (e)

    coins or medallions; or

  6. (f)

    postage stamps or first day covers; or

  7. (g)

    rare folios, manuscripts or books; or

  8. (h)

    memorabilia; or

  9. (i)

    wine; or

  10. (j)

    cars; or

  11. (k)

    recreational boats; or

  12. (l)

    memberships of sporting or social clubs; or

  13. (m)

    assets of a particular kind, if assets of that kind are ordinarily used or kept mainly for personal use or enjoyment (not including land).

Note: The regulations may prescribe penalties of not more than 10 penalty units for offences against the regulations. See paragraph 353(1)(d).

2

Paragraph 353(1)(d)

Omit “subject to subsection 376(6),”.

Note: This item removes a cross‑reference to a provision that has been repealed.

3

Application provision

(1) The amendment made by item 1 of this Schedule applies to investments made before, on or after the commencement of this item.

(2) To avoid doubt, regulations made for the purposes of section 62A of the Superannuation Industry (Supervision) Act 1993, inserted by item 1 of this Schedule, may be expressed to apply to only some of those investments.

Schedule 3Use of TFNs for superannuation purposesPart 1Amendments commencing on 1 July 2011

Retirement Savings Accounts Act 1997

1

Subsections 137(4) and (5)

Repeal the subsections.

2

After section 137

Insert:

137AUse of tax file number to locate amounts

  1. (1)

    This section applies if:

    1. (a)

      a holder of an RSA; or

    2. (b)

      a person applying to become such a holder;

quotes his or her tax file number to the RSA provider in connection with the operation, or the possible future operation, of this Act and the other Superannuation Acts.

  1. (2)

    An RSA provider may, subject to any conditions contained in the regulations, use tax file numbers quoted as mentioned in subsection (1) in order to locate, in the records or accounts of the RSA provider, amounts held in RSAs provided by it.

    Note: Sections 8WA and 8WB of the Taxation Administration Act 1953 contain offences for unauthorised use etc. of tax file numbers.

  2. (3)

    This section does not affect the operation of subclauses 7.1 and 7.1A of National Privacy Principle 7 in Schedule 3 to the Privacy Act 1988.

    Note 1: Subclause 7.1 prohibits an RSA provider adopting a tax file number of an individual as the RSA provider’s own identifier of the individual, such as by using the tax file number as an account or membership number.

    Note 2: See also Division 4 of Part III of the Privacy Act 1988 and the guidelines issued under that Division concerning the collection, storage, use and security of tax file number information.

Superannuation Industry (Supervision) Act 1993

3

Subsections 299H(4) and (5)

Repeal the subsections.

4

Subsection 299H(6)

Omit “subsection (2), (3) or (5)”, substitute “subsection (2) or (3)”.

Note: The following heading to subsection 299H(6) is inserted “Offences”.

5

Subsection 299H(7)

Omit “(2), (3) or (5)”, substitute “subsection (2) or (3)”.

6

Subsections 299J(4) and (5)

Repeal the subsections.

7

Subsections 299J(6) and (7)

Omit “or (5)”.

Note: The following heading to subsection 299J(6) is inserted “Offences”.

8

Subsections 299K(4) and (5)

Repeal the subsections.

9

Subsections 299K(6) and (7)

Omit “subsection (2), (3) or (5)”, substitute “subsection (2) or (3)”.

Note: The following heading to subsection 299K(6) is inserted “Offences”.

10

Subsections 299L(4) and (5)

Repeal the subsections.

11

Subsections 299L(6) and (7)

Omit “or (5)”.

Note: The following heading to subsection 299L(6) is inserted “Offences”.

12

After section 299L

Insert:

299LAUse of tax file number to locate amounts

  1. (1)

    This section applies if:

    1. (a)

      a beneficiary of an eligible superannuation entity, or of a regulated exempt public sector superannuation scheme; or

    2. (b)

      an applicant to become such a beneficiary;

quotes his or her tax file number to a trustee of the entity or scheme in connection with the operation, or the possible future operation, of this Act and the other Superannuation Acts.

  1. (2)

    A trustee of an eligible superannuation entity, or of a regulated exempt public sector superannuation scheme, may, subject to any conditions contained in the regulations, use tax file numbers quoted as mentioned in subsection (1) in order to locate, in the records or accounts of the entity or scheme, amounts held for the benefit of persons.

    Note: Sections 8WA and 8WB of the Taxation Administration Act 1953 contain offences for unauthorised use etc. of tax file numbers.

  2. (3)

    This section does not affect the operation of subclauses 7.1 and 7.1A of National Privacy Principle 7 in Schedule 3 to the Privacy Act 1988.

    Note 1: Subclause 7.1 prohibits a trustee adopting a tax file number of an individual as the trustee’s own identifier of the individual, such as by using the tax file number as an account or membership number.

    Note 2: See also Division 4 of Part III of the Privacy Act 1988 and the guidelines issued under that Division concerning the collection, storage, use and security of tax file number information.

13

Application provision

The amendments made by this Part apply to the use of tax file numbers on or after the commencement of this item, whether the tax file numbers were quoted before, on or after that commencement.

Part 2Amendments commencing on Proclamation

Retirement Savings Accounts Act 1997

14

Section 16

Insert:

eligible superannuation entity has the meaning given by Part 25A of the Superannuation Industry (Supervision) Act 1993.

15

Section 16

Insert:

regulated exempt public sector superannuation scheme has the meaning given by Part 25A of the Superannuation Industry (Supervision) Act 1993.

16

Subsection 137A(2)

Repeal the subsection, substitute:

  1. (2)

    An RSA provider may, subject to any conditions contained in the regulations, use tax file numbers quoted as mentioned in subsection (1):

    1. (a)

      in order to locate, in the records or accounts of the RSA provider, amounts held in RSAs provided by it; or

    2. (b)

      in order to facilitate the consolidation of any of the following in relation to a particular person:

      1. (i)

        RSAs provided by one or more RSA providers and held by the person;

      2. (ii)

        interests of the person in eligible superannuation entities or regulated exempt public sector superannuation schemes.

    Note: Sections 8WA and 8WB of the Taxation Administration Act 1953 contain offences for unauthorised use etc. of tax file numbers.

  2. (2A)

    Without limiting subsection (2), regulations made for the purposes of that subsection may contain conditions relating to:

    1. (a)

      a person consenting to use of a tax file number; or

    2. (b)

      procedures to be followed in a consolidation mentioned in paragraph (2)(b), including procedures to safeguard the integrity of the consolidation; or

    3. (c)

      an RSA provider disclosing tax file numbers to another RSA provider, or to a trustee of an eligible superannuation entity or of a regulated exempt public sector superannuation scheme, in order to facilitate such a consolidation.

Note: The heading to section 137A is altered by adding at the end “or for consolidation”.

Superannuation Industry (Supervision) Act 1993

17

Subsection 299LA(2)

Repeal the subsection, substitute:

  1. (2)

    A trustee of an eligible superannuation entity, or of a regulated exempt public sector superannuation scheme, may, subject to any conditions contained in the regulations, use tax file numbers quoted as mentioned in subsection (1):

    1. (a)

      in order to locate, in the records or accounts of the entity or scheme, amounts held for the benefit of persons; or

    2. (b)

      in order to facilitate the consolidation of any of the following in relation to a particular person:

      1. (i)

        RSAs provided by one or more RSA providers and held by the person;

      2. (ii)

        interests of the person in eligible superannuation entities or regulated exempt public sector superannuation schemes.

    Note: Sections 8WA and 8WB of the Taxation Administration Act 1953 contain offences for unauthorised use etc. of tax file numbers.

  2. (2A)

    Without limiting subsection (2), regulations made for the purposes of that subsection may contain conditions relating to:

    1. (a)

      a person consenting to use of a tax file number; or

    2. (b)

      procedures that must be followed in a consolidation mentioned in paragraph (2)(b), including procedures to safeguard the integrity of the consolidation; or

    3. (c)

      a trustee disclosing tax file numbers to another trustee, or to an RSA provider, in order to facilitate such a consolidation.

Note: The heading to section 299LA is altered by adding at the end “or for consolidation”.

18

Application provision

The amendments made by this Part apply to the use of tax file numbers on or after the commencement of this item, whether the tax file numbers were quoted before, on or after that commencement.

19

Transitional provision—regulations

(1) A regulation:

  1. (a)

    made for the purposes of subsection 137A(2) of the Retirement Savings Accounts Act 1997; and

  2. (b)

    in force immediately before the commencement of this item;

has effect, after the commencement of this item, as if it had been made for the purposes of that subsection as amended by this Part.

(2) A regulation:

  1. (a)

    made for the purposes of subsection 299LA(2) of the Superannuation Industry (Supervision) Act 1993; and

  2. (b)

    in force immediately before the commencement of this item;

has effect, after the commencement of this item, as if it had been made for the purposes of that subsection as amended by this Part.

Schedule 4GST: payments of taxes, fees and charges

A New Tax System (Goods and Services Tax) Act 1999

1

Subparagraph 13‑20(2)(ba)(i)

Repeal the subparagraph, substitute:

  1. (i)

    is not an amount, the payment of which (or the discharging of a liability to make a payment of which), because of Division 81 or regulations made under that Division, is not the provision of *consideration; and

Note: Division 81 excludes certain taxes, fees and charges from the provision of consideration.

2

Division 81

Repeal the Division, substitute:

Division 81Payments of taxes, fees and charges

81‑1What this Division is about

GST does not apply to payments of taxes, fees and charges that are excluded from the GST by this Division or by regulations.

GST applies to certain taxes, fees and charges prescribed by regulations.

81‑5Effect of payment of tax

Australian tax not consideration

  1. (1)

    A payment, or the discharging of a liability to make a payment, is not the provision of *consideration to the extent the payment is an *Australian tax.

Regulations may provide for exceptions

  1. (2)

    However, a payment you make, or a discharging of your liability to make a payment, is treated as the provision of *consideration to the extent the payment is an *Australian tax that is, or is of a kind, prescribed by the regulations.

  2. (3)

    For the purposes of subsection (2), the *consideration is taken to be provided to the entity to which the tax is payable, for a supply that the entity makes to you.

81‑10Effect of payment of certain fees and charges

Certain fees and charges not consideration

  1. (1)

    A payment, or the discharging of a liability to make a payment, is not the provision of *consideration to the extent the payment is an *Australian fee or charge that is of a kind covered by subsection (4) or (5).

Prescribed fees and charges treated as consideration

  1. (2)

    However, a payment you make, or a discharging of your liability to make a payment, is treated as the provision of *consideration to the extent the payment is an *Australian fee or charge that is, or is of a kind, prescribed by the regulations.

  2. (3)

    For the purposes of subsection (2), the *consideration is taken to be provided to the entity to which the fee or charge is payable, for a supply that the entity makes to you.

Fees or charges paid for permissions etc.

  1. (4)

    This subsection covers a fee or charge if the fee or charge:

    1. (a)

      relates to; or

    2. (b)

      relates to an application for;

the provision, retention, or amendment, under an *Australian law, of a permission, exemption, authority or licence (however described).

Fees or charges relating to information and record‑keeping etc.

  1. (5)

    This subsection covers a fee or charge paid to an *Australian government agency if the fee or charge relates to the agency doing any of the following:

    1. (a)

      recording information;

    2. (b)

      copying information;

    3. (c)

      modifying information;

    4. (d)

      allowing access to information;

    5. (e)

      receiving information;

    6. (f)

      processing information;

    7. (g)

      searching for information.

81‑15Other fees and charges that do not constitute consideration

The regulations may provide that the payment of a prescribed *Australian fee or charge, or of an Australian fee or charge of a prescribed kind, or the discharging of a liability to make such a payment, is not the provision of *consideration.

81‑20Division has effect despite section 9‑15

This Division has effect despite section 9‑15 (which is about consideration).

81‑25Date of effect of regulations

Despite subsection 12(2) of the Legislative Instruments Act 2003, regulations made for the purposes of subsection 81‑5(2), 81‑10(2) or section 81‑15 may be expressed to take effect from a date before the regulations are registered under that Act.

3

Subsection 82‑10(3)

Repeal the subsection, substitute:

  1. (3)

    If the other supply constitutes the payment of:

    1. (a)

      an *Australian tax prescribed by regulations made for the purposes of subsection 81‑5(2); or

    (b) an *Australian fee or charge prescribed by regulations made for the purposes of subsection 81‑10(2);

this section overrides those regulations in relation to the payment.

4

Subparagraph 117‑5(1)(ba)(i)

Repeal the subparagraph, substitute:

  1. (i)

    is not an amount, the payment of which (or the discharging of a liability to make a payment of which), because of Division 81 or regulations made under that Division, is not the provision of *consideration; and

Note: Division 81 excludes certain taxes, fees and charges from the provision of consideration.

5

Section 195‑1

Insert:

Australian fee or charge means a fee or charge (however described), other than an *Australian tax, imposed under an *Australian law and payable to an *Australian government agency.

6

Section 195‑1

Insert:

Australian tax means a tax (however described) imposed under an *Australian law.

7

Section 195‑1 (definition of Australian tax, fee or charge)

Repeal the definition.

8

Section 195‑1 (note at the end of the definition of connected with Australia)

Omit “sections 81‑10 and 96‑5”, substitute “section 96‑5”.

9

Section 195‑1 (note at the end of the definition of consideration)

After “81‑5,”, insert “81‑10, 81‑15,”.

10

Section 195‑1 (note at the end of the definition of taxable supply)

Omit “81‑10,”.

A New Tax System (Luxury Car Tax) Act 1999

11

Paragraph 5‑20(1)(b)

Omit “*Australian tax, fee or charge”, substitute “*Australian tax or *Australian fee or charge”.

12

Paragraph 5‑20(6)(b)

Omit “*Australian tax, fee or charge”, substitute “*Australian tax or *Australian fee or charge”.

13

Section 27‑1

Insert:

Australian fee or charge has the meaning given by section 195‑1 of the *GST Act.

14

Section 27‑1

Insert:

Australian tax has the meaning given by section 195‑1 of the *GST Act.

15

Section 27‑1 (definition of Australian tax, fee or charge)

Repeal the definition.

16

Application provision

(1) The amendments made by this Schedule apply in relation to the payment, or the discharging of liability to make a payment, relating to an Australian tax, or an Australian fee or charge, imposed on or after 1 July 2011.

(2) However, the amendments do not apply in relation to a payment, or a discharge of a liability to make a payment, relating to an Australian tax, or an Australian fee or charge, imposed before 1 July 2012 if the payment is of a kind specified by legislative instrument (a Division 81 determination):

  1. (a)

    made for the purposes of subsection 81‑5(2) of the A New Tax System (Goods and Services Tax) Act 1999; and

  2. (b)

    in force immediately before the commencement of this item.

(3) Despite the repeal of subsection 81‑5(2) of the A New Tax System (Goods and Services Tax) Act 1999 by item 2 of this Schedule, a Division 81 determination continues to have effect, after the commencement of this item and before 1 July 2012, as if the repeal had not happened.

Schedule 5Other amendmentsPart 1A New Tax System (Goods and Services Tax) Act 1999

1

Subparagraph 153‑50(1)(d)(i)

Omit “agent’s”, substitute “intermediary’s”.

Note: This item amends a reference to “agent’s” that was not amended when Schedule 3 to the Tax Laws Amendment (2009 GST Administration Measures) Act 2010 replaced references to “agent” in section 153‑50 of the A New Tax System (Goods and Services Tax) Act 1999 with references to “intermediary”.

2

Section 195‑1 (definition of member)

Omit “means”.

Note: Items 2 and 3 fix a grammatical error.

  1. 3

    Section 195‑1 (paragraph (b) of the definition of member)

    Before “an entity”, insert “means”.

Part 2Approved worker entitlement funds

Fringe Benefits Tax Assessment Act 1986

4

Subsections 58PB(2) and (3)

Repeal the subsections, substitute:

Endorsed funds

  1. (2)

    A fund is also an approved worker entitlement fund if:

    1. (a)

      the fund is endorsed as an approved worker entitlement fund under subsection (3); or

    2. (b)

      the entity that operates the fund is endorsed for the operation of the fund under subsection (3A).

  2. (3)

    The Commissioner must endorse a fund as an approved worker entitlement fund if:

    1. (a)

      the fund is entitled to be endorsed as an approved worker entitlement fund (see subsection (4)); and

    2. (b)

      the fund has applied for the endorsement in accordance with Division 426 in Schedule 1 to the Taxation Administration Act 1953.

  3. (3A)

    The Commissioner must endorse an entity for the operation of a fund as an approved worker entitlement fund if:

    1. (a)

      the entity is entitled to be endorsed for the operation of the fund as an approved worker entitlement fund (see subsection (4A)); and

    2. (b)

      the entity has applied for the endorsement in accordance with Division 426 in Schedule 1 to the Taxation Administration Act 1953.

5

Subsection 58PB(4)

Omit “Before the Governor‑General makes a regulation under paragraph (2)(a) prescribing a fund for the purposes of that paragraph, the Commissioner must be satisfied that”, substitute “A fund is entitled to be endorsed as an approved worker entitlement fund if”.

6

At the end of subsection 58PB(4)

Add:

  1. ; and (f)

    the fund, or the entity that operates the fund, has an ABN.

7

After subsection 58PB(4)

Insert:

  1. (4A)

    An entity is entitled to be endorsed for the operation of a fund as an approved worker entitlement fund if the fund is entitled to be endorsed as an approved worker entitlement fund.

8

Section 58PC

Repeal the section.

Income Tax Assessment Act 1997

9

Paragraph 126‑130(2)(b)

Repeal the paragraph, substitute:

  1. (b)

    the amendment or replacement is done for the purpose of having:

    1. (i)

      the fund endorsed as an approved worker entitlement fund under subsection 58PB(3) of the Fringe Benefits Tax Assessment Act 1986; or

    2. (ii)

      the entity that operates the fund endorsed for the operation of the fund as an approved worker entitlement fund under subsection 58PB(3A) of that Act.

Taxation Administration Act 1953

10

After paragraph 426‑5(b) in Schedule 1

Insert:

  1. (ba)

    endorsement of:

    1. (i)

      a fund as an approved worker entitlement fund under subsection 58PB(3) of the Fringe Benefits Tax Assessment Act 1986; or

    2. (ii)

      an entity for the operation of a fund as an approved worker entitlement fund under subsection 58PB(3A) of that Act;

11

Section 426‑55 in Schedule 1 (paragraph (b) of the note)

After “subsections”, insert “58PB(4) and (4A),”.

12

After paragraph 426‑65(1)(b) in Schedule 1

Insert:

  1. (ba)

    as an approved worker entitlement fund under subsection 58PB(3) of the Fringe Benefits Tax Assessment Act 1986;

  2. (bb)

    for the operation of an approved worker entitlement fund under subsection 58PB(3A) of the Fringe Benefits Tax Assessment Act 1986;

13

Transitional provision—approved worker entitlement funds

Scope

(1) This item applies to a fund that, just before the commencement of this item, was an approved worker entitlement fund under subsection 58PB(2) of the Fringe Benefits Tax Assessment Act 1986.

Fund taken to have been endorsed

(2) Treat the fund as having been endorsed, on that commencement, by the Commissioner under subsection 58PB(3) of that Act, as amended by this Part.

(3) To avoid doubt, subitem (2) does not prevent the Commissioner from revoking that endorsement at a later time under section 426‑55 in Schedule 1 to the Taxation Administration Act 1953.

Fund not required to have ABN for 6 months

(4) Paragraph 58PB(4)(f) of the Fringe Benefits Tax Assessment Act 1986, as added by this Part, does not apply to the fund before the end of the period of 6 months starting on the day this item commences.

14

Transitional provision—Australian Business Registrar

During the period of 18 months starting on the day this item commences, the Australian Business Registrar:

  1. (a)

    may enter, but is not required to enter, in the Australian Business Register under subsection 426‑65(1) in Schedule 1 to the Taxation Administration Act 1953 a statement that:

    1. (i)

      an approved worker entitlement fund is endorsed as mentioned in paragraph (ba) of that subsection, as inserted by this Part; or

    2. (ii)

      an entity is endorsed as mentioned in paragraph (bb) of that subsection, as inserted by this Part; and

  2. (b)

    may publish on the Australian Taxation Office website, in relation to an approved worker entitlement fund:

    1. (i)

      the name of the fund; and

    2. (ii)

      the ABN (within the meaning of the A New Tax System (Australian Business Number) Act 1999) of the fund, or of the entity that operates the fund; and

    3. (iii)

      the date on which the fund was endorsed as mentioned in paragraph (ba) of that subsection, or on which an entity was endorsed for the operation of the fund under paragraph (bb) of that subsection.

Part 3Confidentiality of taxpayer InformationDivision 1Main amendments

Income Tax Assessment Act 1936

  1. 15

    Subsection 6(1) (definition of Employment Department)

    Repeal the definition.

  2. 16

    Subsection 6(1) (definition of Employment Minister)

    Repeal the definition.

  3. 17

    Subsection 6(1) (definition of Employment Secretary)

    Repeal the definition, substitute:

    Employment Secretary has the meaning given by the Income Tax Assessment Act 1997.

Income Tax Assessment Act 1997

18

Subsection 995‑1(1)

Insert:

Employment Department means the Department that:

  1. (a)

    deals with matters arising under Chapter 2 of the Fair Work Act 2009; and

  2. (b)

    is administered by the *Employment Minister.

19

Subsection 995‑1(1)

Insert:

Employment Minister means the Minister administering Chapter 2 of the Fair Work Act 2009.

20

Subsection 995‑1(1)

Insert:

Employment Secretary means the Secretary of the *Employment Department.

Taxation Administration Act 1953

  1. 21

    Subsection 355‑65(2) in Schedule 1 (cell at table item 4, column headed “The record is made for or the disclosure is to ...”)

    At the end of the cell, add “or the *Employment Secretary”.

  2. 22

    Subsection 355‑65(2) in Schedule 1 (cell at table item 6, column headed “The record is made for or the disclosure is to ...”)

    At the end of the cell, add “or the Chief Executive Officer of Centrelink”.

  3. 23

    Subsection 355‑65(5) in Schedule 1 (paragraph (b) of the cell at table item 2, column headed “and the record or disclosure ...”)

    Omit “or residential address information”, substitute “, residential address information or spousal information”.

Division 2Amendment contingent on the Human Services Legislation Amendment Act 2011

Taxation Administration Act 1953

  1. 24

    Subsection 355‑65(2) in Schedule 1 (table item 6, column headed “The record is made for or the disclosure is to ...”)

    Omit “Chief Executive Officer of Centrelink”, substitute “Chief Executive Centrelink (within the meaning of the Human Services (Centrelink) Act 1997)”.

Part 4Employee share schemesDivision 1Income Tax Assessment Act 1997

25

Subsection 104‑75(6) (note)

Repeal the note, substitute:

Note: There are also exceptions for employee share trusts: see sections 130‑80 and 130‑90.

26

At the end of subsection 104‑85(6)

Add:

Note: There is also an exception for employee share trusts: see section 130‑90.

27

Before subsection 130‑90(1)

Insert:

Shares held for future acquisition under employee share schemes

  1. (1A)

    Disregard any *capital gain or *capital loss made by an *employee share trust to the extent that it results from a *CGT event, if:

    1. (a)

      immediately before the event happens, an *ESS interest is a *CGT asset of the trust; and

    2. (b)

      either of the following subparagraphs applies:

      1. (i)

        the event is CGT event E5, and the event happens because a beneficiary of the trust becomes absolutely entitled to the ESS interest as against the trustee;

      2. (ii)

        the event is CGT event E7, and the event happens because the trustee *disposes of the ESS interest to a beneficiary of the trust; and

    3. (c)

      Subdivision 83A‑B or 83A‑C (about employee share schemes) applies to the ESS interest.

Shares held to satisfy the future exercise of rights acquired under employee share schemes

28

Subsection 130‑90(2)

After “Subsection”, insert “(1A) or”.

29

Application provision

The amendments made by this Division apply in relation to CGT events that happened, or that happen, on or after 1 July 2009.

Division 2Income Tax (Transitional Provisions) Act 1997

30

After subsection 83A‑5(2)

Insert:

  1. (2A)

    To avoid doubt, for the purposes of subparagraph (2)(a)(i), section 139CDA of the Income Tax Assessment Act 1936 applied to the interest at the pre‑Division 83A time if the taxpayer in question first became or becomes an employee, as mentioned in that section, before the cessation time for the interest. It does not matter whether the employee so became or becomes an employee before, on or after the pre‑Division 83A time.

    Note: Section 139CDA was about shares or rights acquired while engaged in foreign service.

31

At the end of section 83A‑15

Add:

Amendment of assessments

  1. (3)

    Section 170 of the Income Tax Assessment Act 1936 does not prevent the amendment of an assessment at any time for the purpose of giving effect to subsection (2) of this section.

32

After Division 124

Insert:

Division 125Demerger relief

Table of Subdivisions

125‑B Consequences for owners of interests

Subdivision 125‑BConsequences for owners of interests

Table of sections

125‑75 Employee share schemes

125‑75Employee share schemes

Despite the amendment of section 125‑75 of the Income Tax Assessment Act 1997 made by Schedule 1 to the Tax Laws Amendment (2009 Budget Measures No. 2) Act 2009, subsection (1) of that section continues to apply, from the commencement of that Schedule, to each ownership interest that it applied to just before that commencement.

Division 3Minor amendment

Income Tax Assessment Act 1997

  1. 33

    Section 130‑100 (the section 130‑100 inserted by item 40 of Schedule 1 to the Tax Laws Amendment (2009 Budget Measures No. 2) Act 2009)

    Renumber as section 130‑97.

Part 5General interest charge

Taxation Administration Act 1953

34

Subsection 8AAB(1)

Omit “Subsections (4) and (5) list”, substitute “Subsection (4) lists”.

35

Subsections 8AAB(4) and (5)

Repeal the subsections, substitute:

  1. (4)

    The following table is an index of the laws that deal with liability to the charge.

Liability to general interest charge

Item

Column 1

Section

Column 2

Act

Column 3

Topic

1

162‑100

A New Tax System (Goods and Services Tax) Act 1999

payment of GST instalments

2

168‑10

A New Tax System (Goods and Services Tax) Act 1999

supplies later found to be GST‑free supplies

3

25‑10

A New Tax System (Wine Equalisation Tax) Act 1999

purchases later found to be GST free supplies

4

52

First Home Saver Accounts Act 2008

repayment of FHSA contributions

5

93

Fringe Benefits Tax Assessment Act 1986

payment of fringe benefits tax or penalty tax

6

112B

Fringe Benefits Tax Assessment Act 1986

payment of fringe benefits tax instalments

7

102UP

Income Tax Assessment Act 1936

payment of trustee beneficiary non‑disclosure tax

8

128C

Income Tax Assessment Act 1936

payment of withholding tax

9

163AA

Income Tax Assessment Act 1936

returns by instalment taxpayers

10

163B

Income Tax Assessment Act 1936

returns by persons other than instalment taxpayers

11

271‑80 in Schedule 2F

Income Tax Assessment Act 1936

payment of family trust distribution tax

12

5‑15

Income Tax Assessment Act 1997

unpaid income tax or shortfall interest charge

13

197‑75

Income Tax Assessment Act 1997

payment of untainting tax

14

214‑155

Income Tax Assessment Act 1997

payment of franking tax by a corporate tax entity

15

292‑390

Income Tax Assessment Act 1997

payment of excess contributions tax or shortfall interest charge

16

345‑115

Income Tax Assessment Act 1997

payment of FHSA misuse tax

17

721‑30

Income Tax Assessment Act 1997

liability of members of consolidated groups

18

840‑810

Income Tax Assessment Act 1997

payment of managed investment trust withholding tax

19

214‑105

Income Tax (Transitional Provisions) Act 1997

payment of franking deficit tax

20

85

Petroleum Resource Rent Tax Assessment Act 1987

payment of petroleum resource rent tax, shortfall interest charge or instalment transfer interest charge

21

35

Product Grants and Benefits Administration Act 2000

payment of a designated scheme debt

22

21

Superannuation Contributions Tax (Assessment and Collection) Act 1997

increase in liability to pay superannuation contributions surcharge because of amendment of assessment

23

22

Superannuation Contributions Tax (Assessment and Collection) Act 1997

liability to pay superannuation contributions surcharge because of new assessment

24

25

Superannuation Contributions Tax (Assessment and Collection) Act 1997

payment of superannuation contributions surcharge or advance instalment

25

18

Superannuation Contributions Tax (Members of Constitutionally Protected Superannuation Funds) Assessment and Collection Act 1997

increase in liability to pay superannuation contributions surcharge because of amendment of assessment

26

21

Superannuation Contributions Tax (Members of Constitutionally Protected Superannuation Funds) Assessment and Collection Act 1997

payment of superannuation contributions surcharge

27

25

Superannuation (Government Co‑contribution for Low Income Earners) Act 2003

repayments or underpayments of Government co‑contributions that cannot be credited to an account

28

49

Superannuation Guarantee (Administration) Act 1992

payment of superannuation guarantee charge

29

15DC

Superannuation (Self Managed Superannuation Funds) Taxation Act 1987

payment of superannuation (self managed superannuation funds) supervisory levy

30

17A

Superannuation (Unclaimed Money and Lost Members) Act 1999

payment of unclaimed money

31

18C

Superannuation (Unclaimed Money and Lost Members) Act 1999

repayment of Commissioner’s payment that cannot be credited to an account

32

20F

Superannuation (Unclaimed Money and Lost Members) Act 1999

payment of unclaimed superannuation of former temporary residents

33

20M

Superannuation (Unclaimed Money and Lost Members) Act 1999

repayment of Commissioner’s payment for former temporary resident that cannot be credited to an account

34

24F

Superannuation (Unclaimed Money and Lost Members) Act 1999

payment in respect of lost member accounts

35

24L

Superannuation (Unclaimed Money and Lost Members) Act 1999

repayment of Commissioner’s payment for former lost member that cannot be credited to an account

36

8AAZF

Taxation Administration Act 1953

RBA deficit debts

37

8AAZN

Taxation Administration Act 1953

overpayments made by the Commissioner

38

16‑80 in Schedule 1

Taxation Administration Act 1953

payment of PAYG withholding amounts

39

45‑80 in Schedule 1

Taxation Administration Act 1953

payment of PAYG instalments

40

45‑230 in Schedule 1

Taxation Administration Act 1953

shortfall in quarterly PAYG instalments worked out on the basis of a varied rate

41

45‑232 in Schedule 1

Taxation Administration Act 1953

shortfall in quarterly PAYG instalments worked out on the basis of estimated benchmark tax

42

45‑235 in Schedule 1

Taxation Administration Act 1953

shortfall in annual PAYG instalments

43

45‑600 and 45‑620 in Schedule 1

Taxation Administration Act 1953

tax benefits relating to PAYG instalments

44

45‑870 and 45‑875 in Schedule 1

Taxation Administration Act 1953

head company’s liability on shortfall in quarterly PAYG instalments

45

105‑80 in Schedule 1

Taxation Administration Act 1953

payment of a net fuel amount or an amount of indirect tax

46

263‑30 in Schedule 1

Taxation Administration Act 1953

payment of a foreign revenue claim

47

268‑75 in Schedule 1

Taxation Administration Act 1953

late payment of estimate

48

298‑25 in Schedule 1

Taxation Administration Act 1953

payment of administrative penalty

49

9

Tax Bonus for Working Australians Act (No. 2) 2009

repayment of overpayment of tax bonus

50

13

Termination Payments Tax (Assessment and Collection) Act 1997

increase in liability to pay termination payments surcharge because of amendment of assessment

51

16

Termination Payments Tax (Assessment and Collection) Act 1997

payment of termination payments surcharge

Part 6Deductible gift recipientsDivision 1Amendments commencing on Royal Assent

Income Tax Assessment Act 1997

  1. 36

    Subsection 30‑20(2) (table items 1.2.2 and 1.2.3)

    Repeal the items.

  2. 37

    Subsection 30‑20(2) (cell at table item 1.2.4, column headed “Fund, authority or institution”)

    Repeal the cell, substitute:

The Royal Australian and New Zealand College of Radiologists

  1. 38

    Subsection 30‑20(2) (table items 1.2.11 and 1.2.15)

    Repeal the items.

  2. 39

    Subsection 30‑25(2) (table items 2.2.15 and 2.2.19)

    Repeal the items.

40

Subsection 30‑40(2) (table item 3.2.3)

Repeal the item.

41

Subsection 30‑45(2) (table items 4.2.5 and 4.2.15)

Repeal the items.

42

Subsection 30‑50(2) (table items 5.2.16, 5.2.24 and 5.2.27)

Repeal the items.

43

Section 30‑65 (table items 7.2.1, 7.2.2 and 7.2.4)

Repeal the items.

44

Subsection 30‑80(2) (table items 9.2.2, 9.2.15 and 9.2.16)

Repeal the items.

45

Section 30‑90 (table item 10.2.6)

Repeal the item.

46

Section 30‑105 (table items 13.2.5, 13.2.11 and 13.2.14)

Repeal the items.

47

Section 30‑315 (table items 5, 19, 21, 24, 25, 25C, 26, 28AAA, 28A, 28AB, 31A, 34, 38, 50A, 60A, 61, 83 and 91)

Repeal the items.

48

Section 30‑315 (after table item 98)

Insert:

98A

Royal Australian and New Zealand College of Radiologists

item 1.2.4

  1. 49

    Section 30‑315 (table items 105B, 112AFA, 112AG, 112BA and 121C)

    Repeal the items.

  2. 50

    Transitional provision—endorsement as deductible gift recipients

    (1) Treat Breast Cancer Network Australia and Indigenous Community Volunteers Limited as having been endorsed as deductible gift recipients under section 30‑120 of the Income Tax Assessment Act 1997 at the commencement of this item.

    (2) To avoid doubt, subitem (1) does not prevent the Commissioner from revoking either or both of those endorsements at a later time under section 426‑55 in Schedule 1 to the Taxation Administration Act 1953.

Division 2Amendments commencing on 1 July 2011

Income Tax Assessment Act 1997

51

Subsection 30‑50(2) (table item 5.2.25)

Repeal the item.

52

Subsection 30‑80(2) (table item 9.2.20)

Repeal the item.

53

Section 30‑105 (table items 13.2.4, 13.2.6, 13.2.12 and 13.2.13)

Repeal the items.

54

Section 30‑315 (table items 20AA, 45AA, 49A, 81, 86F and 127AA)

Repeal the items.

Division 3Other amendment

Tax Laws Amendment (Repeal of Inoperative Provisions) Act 2006

55

Item 15 of Schedule 3 (heading)

Omit “49A,”.

Note: This item makes an amendment consequential on item 3 of Schedule 6 to the Tax Laws Amendment (2008 Measures No. 2) Act 2008.

56

Effect of omission

To avoid doubt, item 15 of Schedule 3 to the Tax Laws Amendment (Repeal of Inoperative Provisions) Act 2006 is taken never to have repealed item 49A of the table in section 30‑105 of the Income Tax Assessment Act 1997.

Part 7Section 23AB of the Income Tax Assessment Act 1936

Income Tax Assessment Act 1936

57

At the end of paragraph 23AB(5)(a)

Add “and”.

Note: This item and items 59 and 60 add conjunctions at the end of paragraphs, for consistency with current drafting practice.

58

Subsection 23AB(7)

After “that service” (first occurring), insert “. The amount of the rebate is”.

59

At the end of paragraph 23AB(7)(a)

Add “and”.

60

At the end of paragraph 23AB(10)(a)

Add “or”.

Part 8Definitions and signposts to related material

Income Tax Assessment Act 1936

  1. 61

    Subsection 6(1) (at the end of the definition of dividend)

    Add:

    Note: Subsection (4) sets out when paragraph (d) of this definition does not apply.

  2. 62

    Subsection 6(1) (at the end of the definition of permanent establishment)

    Add:

    Note: Subsection (6) treats a person as carrying on, at or through a permanent establishment that is a place described in paragraph (d) of this definition, the business of selling the goods manufactured, assembled, processed, packed or distributed by the other person as described in that paragraph.

63

Subsection 6(1) (definition of RSA)

Repeal the definition, substitute:

RSA has the same meaning as in the Income Tax Assessment Act 1997.

Note: That Act defines RSA as having the meaning given by the Retirement Savings Accounts Act 1997.

64

Subsection 6(1) (definition of RSA provider)

Repeal the definition, substitute:

RSA provider has the same meaning as in the Income Tax Assessment Act 1997.

Note: That Act defines RSA provider as having the same meaning as in the Retirement Savings Accounts Act 1997.

Part 9Repeal of redundant reference to Papua New Guinea

Income Tax Assessment Act 1936

65

At the end of paragraph 6AA(1)(d)

Add “and”.

66

Paragraph 6AA(1)(e)

Omit “Australia; and”, substitute “Australia.”.

67

Paragraph 6AA(1)(f)

Repeal the paragraph.

Part 10Repeal of redundant references to franking

Income Tax Assessment Act 1936

68

Paragraph 45C(3)(a)

Omit “class C”.

69

Application provision—amendment of paragraph 45C(3)(a)

The amendment of paragraph 45C(3)(a) of the Income Tax Assessment Act 1936 made by this Part applies to notices of determination under section 45B of that Act served on or after 1 July 2002.

70

Subsections 45C(5) and (6)

Repeal the subsections.

Part 11Correction of cross‑reference in provision about dividend streaming etc.

Income Tax Assessment Act 1936

71

Subsection 45D(2)

Omit “referred to in paragraph (1)(b)”, substitute “under section 45A”.

72

Application provision—amendment of subsection 45D(2)

The amendment of subsection 45D(2) of the Income Tax Assessment Act 1936 made by this Part applies to determinations made under section 45A of that Act on or after 24 October 2002.

Part 12Minor changes to provisions about concessional rebates

Income Tax Assessment Act 1936

Note: The heading to section 159HA is altered by omitting “, 159K”.

73

Subsection 159J(1B)

Omit “the the”, substitute “the”.

Part 13Fixing outdated references to Medicare levy

Income Tax Assessment Act 1997

74

Section 3‑1

Repeal the section.

75

Subsection 3‑5(1) (note 1)

Omit “Division 785”, substitute “the Medicare Levy Act 1986 and Part VIIB of the Income Tax Assessment Act 1936”.

Part 14Repeal of references to previously repealed provisions

Income Tax Assessment Act 1997

  1. 76

    Section 11‑15 (table item headed “United Nations”)

    Omit:

Australian Federal Police member in Cambodia, pay and allowance .............................................................................................

23ADA

77

Section 830‑75

Omit “*subject to tax” (wherever occurring), substitute “*subject to foreign tax”.

Note: This item corrects references to a definition that was repealed.

Part 15Correction of asterisking of reference to tax debts

Income Tax Assessment Act 1997

78

Subsection 25‑5(7)

Omit “tax debts”, substitute “*tax debts”.

Part 16Repeal of outdated provisions about exemption from income tax

Income Tax Assessment Act 1936

79

Paragraph 128B(3)(ab)

Repeal the paragraph.

Income Tax Assessment Act 1997

80

Section 11‑5 (table item headed “film”)

Repeal the item.

81

Section 11‑5 (table item headed “mining”)

Omit:

Phosphate Mining Company of Christmas Island...............

50‑35

82

Section 50‑35 (table item 7.1)

Repeal the item.

83

Section 50‑45 (heading)

Repeal the heading, substitute:

50‑45Sports, culture and recreation

84

Section 50‑45 (table items 9.3 and 9.4)

Repeal the items.

Part 17Correction of asterisking of references to quarter

Income Tax Assessment Act 1997

85

Subsection 114‑15(2)

Omit “quarter”, substitute “*quarter”.

86

Subsection 114‑15(3) (method statement, steps 1 and 3)

Omit “quarter”, substitute “*quarter”.

87

Subsections 114‑15(5) and (6)

Omit “quarter”, substitute “*quarter”.

88

Section 114‑20

Omit “quarter”, substitute “*quarter”.

Part 18Inclusion of Commissioner’s discretion to extend main residence exemption from CGT

Income Tax Assessment Act 1997

89

Paragraph 118‑150(4)(a)

Repeal the paragraph, substitute:

  1. (a)

    4 years, or a longer time allowed by the Commissioner, before the *dwelling becomes your main residence; and

90

Application provision—amendment of subsection 118‑150(4)

The amendment of subsection 118‑150(4) of the Income Tax Assessment Act 1997 made by this Part applies in relation to CGT events happening on or after the day this Act receives the Royal Assent.

Part 19Nomination of controllers of discretionary trust

Income Tax Assessment Act 1997

91

Paragraph 152‑10(1)(c) (note)

Repeal the note, substitute:

Note: For determining whether an entity is a small business entity, see Subdivision 328‑C (as affected by sections 152‑48 and 152‑78).

92

Subsection 152‑10(1A) (note 1)

Repeal the note, substitute:

Note 1: The meaning of connected with is affected by section 152‑78.

Note 2: For determining whether an entity is a small business entity, see Subdivision 328‑C (as affected by sections 152‑48 and 152‑78).

93

Subsection 152‑10(1A) (note 2)

Omit “Note 2:”, substitute “Note 3:”.

94

Section 152‑15 (note)

After “Note”, insert “1”.

95

At the end of section 152‑15

Add:

Note 2: The meaning of connected with is affected by section 152‑78.

96

At the end of subsections 152‑20(2), (3) and (4)

Add:

Note: The meaning of connected with is affected by section 152‑78.

97

Subsection 152‑40(1) (note 2)

Omit “152‑42”, substitute “152‑78”.

98

At the end of subsections 152‑40(4) and (4A)

Add:

Note: The meaning of connected with is affected by section 152‑78.

99

Section 152‑42

Repeal the section.

100

At the end of subsection 152‑47(1)

Add:

Note: The meaning of connected with an entity is affected by section 152‑78.

101

At the end of subsection 152‑48(2)

Add:

Note: Paragraphs (a) and (b)—the meaning of connected with is affected by section 152‑78.

102

After section 152‑75

Insert:

Nomination of controllers of discretionary trust

152‑78Trustee of discretionary trust may nominate beneficiaries to be controllers of trust

  1. (1)

    This section applies for the purposes of determining whether an entity is *connected with you, for the purposes of:

    1. (a)

      this Subdivision; and

    2. (b)

      sections 328‑110, 328‑115 and 328‑125 so far as they relate to this Subdivision.

  2. (2)

    The trustee of a discretionary trust may nominate not more than 4 beneficiaries as being controllers of the trust for an income year (the relevant income year) for which the trustee did not make a distribution of income or capital if the trust had a *tax loss, or no *net income, for that year.

  3. (3)

    A nomination under subsection (2) has effect as if each nominated beneficiary controlled the trust for the relevant income year in a way described in section 328‑125.

    Note: This means each nominated beneficiary is connected with the trust.

  4. (4)

    A nomination under subsection (2) must:

    1. (a)

      be in writing; and

    2. (b)

      be signed by the trustee and by each nominated beneficiary.

103

Subsection 328‑115(1) (note)

Repeal the note, substitute:

Note: For small business CGT relief purposes, additional entities may be treated as being connected with you or your affiliate under sections 152‑48 and 152‑78.

104

Subsection 995‑1(1) (note at the end of the definition of connected with)

Omit “152‑42”, substitute “152‑78”.

105

Application and transitional provisions

Application provision

(1) Section 152‑78 of the Income Tax Assessment Act 1997 applies:

  1. (a)

    for the purposes of the following provisions relating to CGT events that happen on or after the day this Act receives the Royal Assent:

    1. (i)

      Subdivision 152‑A of that Act;

    2. (ii)

      sections 328‑110, 328‑115 and 328‑125 of that Act so far as they relate to that Subdivision; and

  2. (b)

    for the purposes of the following provisions (and not any other provisions of Subdivision 152‑A of that Act) relating to CGT events that happen before the day this Act receives the Royal Assent but after the start of the 2007‑08 income year:

    1. (i)

      paragraph 152‑10(1A)(a) of that Act;

    2. (ii)

      another provision of that Subdivision so far as the provision relates to that paragraph;

    3. (iii)

      sections 328‑110, 328‑115 and 328‑125 of that Act so far as they relate to a provision covered by subparagraph (i) or (ii) of this paragraph.

Note: Section 152‑78 of the Income Tax Assessment Act 1997 does not apply for the purposes of a provision of Subdivision 152‑A of that Act that is not covered by subparagraph (1)(b)(i) or (ii) of this item relating to CGT events that happen between the start of the 2007‑08 income year and the day this Act receives the Royal Assent.

(2) The repeal of section 152‑42 of the Income Tax Assessment Act 1997 applies for the purposes of subparagraph 152‑40(1)(a)(iii) or paragraph 152‑40(1)(b) of that Act relating to CGT events that happen on or after the day this Act receives the Royal Assent.

Extension of time to make choice

(3) Subitem (4) applies in relation to:

  1. (a)

    a CGT event that happened before the day this Act receives the Royal Assent; and

  2. (b)

    an entity that becomes eligible to make a choice under Division 152 of the Income Tax Assessment Act 1997 in relation to that event because of the satisfaction of the conditions in subsection 152‑10(1A) of that Act because of this Part.

(4) Despite subsection 103‑25(1) of the Income Tax Assessment Act 1997, any such choice by the entity must be made by the latest of:

  1. (a)

    the day the entity lodges its income tax return for the income year in which the relevant CGT event happened; and

  2. (b)

    12 months after the day this Act receives the Royal Assent; and

  3. (c)

    a later day allowed by the Commissioner of Taxation.

Part 20Definitions mainly relevant to Subdivision 165‑F of the Income Tax Assessment Act 1997

Income Tax Assessment Act 1997

106

Paragraphs 115‑50(2)(a), (3)(a) and (4)(a)

Omit “fixed entitlements”, substitute “*fixed entitlements”.

107

Subsection 121‑30(2)

Omit “fixed trusts”, substitute “*fixed trusts”.

108

Paragraph 124‑810(3)(a)

Omit “fixed entitlements”, substitute “*fixed entitlements”.

109

Subsection 165‑45(4) (note 2)

After “to”, insert “subsections (3) and (4) of”.

110

Subparagraph 165‑215(2)(a)(i)

Omit “fixed entitlements”, substitute “*fixed entitlements”.

111

Subparagraph 165‑215(2)(a)(ii)

Omit “non‑fixed trusts”, substitute “*non‑fixed trusts”.

112

Subparagraph 165‑215(2)(b)(i)

Omit “fixed trust”, substitute “*fixed trust”.

113

Subsection 165‑215(3)

Omit “fixed entitlements” (first occurring), substitute “*fixed entitlements”.

114

Paragraph 165‑215(4)(a)

Omit “fixed entitlements”, substitute “*fixed entitlements”.

115

Subsection 165‑215(5)

Omit “non‑fixed trust (other than an excepted trust) that, at any time during the *ownership test period, held directly or indirectly a fixed entitlement”, substitute “*non‑fixed trust (other than an *excepted trust) that, at any time during the *ownership test period, held directly or indirectly a *fixed entitlement”.

116

At the end of subsection 165‑215(5)

Add:

Note: See section 165‑245 for when an entity is taken to have held or had, directly or indirectly, a fixed entitlement to a share of income or capital of a company.

117

Subparagraph 165‑220(2)(a)(i)

Omit “fixed entitlements”, substitute “*fixed entitlements”.

118

Subparagraph 165‑220(2)(a)(ii)

Omit “non‑fixed trusts”, substitute “*non‑fixed trusts”.

119

Subparagraph 165‑220(2)(b)(i)

Omit “fixed trust”, substitute “*fixed trust”.

120

Subparagraph 165‑220(2)(b)(ii)

Omit “*family trusts”, substitute “family trusts”.

121

Subsection 165‑220(3)

Omit “fixed entitlements” (first occurring), substitute “*fixed entitlements”.

122

Paragraph 165‑220(4)(a)

Omit “fixed entitlements”, substitute “*fixed entitlements”.

123

Subsection 165‑220(5)

Omit “non‑fixed trust (other than an excepted trust) that, at any time in the income year, held directly or indirectly a fixed entitlement”, substitute “*non‑fixed trust (other than an *excepted trust) that, at any time in the income year, held directly or indirectly a *fixed entitlement”.

124

At the end of subsection 165‑220(5)

Add:

Note: See section 165‑245 for when an entity is taken to have held or had, directly or indirectly, a fixed entitlement to a share of income or capital of a company.

125

Section 165‑225

Repeal the section, substitute:

165‑225Special way of dividing the income year under Subdivision 165‑B

  1. (1)

    If:

    1. (a)

      the company is required to calculate:

      1. (i)

        its taxable income and *tax loss for the income year under Subdivision 165‑B; and

      2. (ii)

        its *net capital gain and *net capital loss for the income year under Subdivision 165‑CB; and

    2. (b)

      the company meets the requirements of subsections 165‑220(2) and (4);

then, in dividing the income year into periods, apply subsection (2) of this section instead of subsections 165‑45(3) and (4).

  1. (2)

    The last period ends at the end of the income year. Each period (except the last) ends at the earliest of:

    1. (a)

      the latest time that would result in the persons holding *fixed entitlements to shares of the income or shares of the capital of:

      1. (i)

        if the company meets the requirements of paragraph 165‑220(2)(a)—the company; or

      2. (ii)

        if the company meets the requirements of paragraph 165‑220(2)(b)—the holding entity mentioned in that paragraph;

    and the percentages of the shares that they hold, remaining the same during the whole of the period; and

    1. (b)

      the times that, for all of the *non‑fixed trusts, other than *excepted trusts, holding directly or indirectly a fixed entitlement to a share of the income or capital of the company at any time during the income year, are the latest times that would result in individuals having *more than a 50% stake in their income or capital; and

    2. (c)

      the earliest time in the period when a group (within the meaning of Schedule 2F to the Income Tax Assessment Act 1936) begins to *control a non‑fixed trust, other than an excepted trust, that holds directly or indirectly a fixed entitlement to a share of the income or capital of the company at any time during the income year.

    Note: See section 165‑245 for when an entity is taken to have held or had, directly or indirectly, a fixed entitlement to a share of income or capital of a company.

126

Subparagraph 165‑230(2)(a)(i)

Omit “fixed entitlements”, substitute “*fixed entitlements”.

127

Subparagraph 165‑230(2)(a)(ii)

Omit “non‑fixed trusts”, substitute “*non‑fixed trusts”.

128

Subparagraph 165‑230(2)(b)(i)

Omit “fixed trust”, substitute “*fixed trust”.

129

Subparagraph 165‑230(2)(b)(ii)

Omit “*family trusts”, substitute “family trusts”.

130

Subsection 165‑230(3)

Omit “fixed entitlements” (first occurring), substitute “*fixed entitlements”.

131

Paragraph 165‑230(4)(a)

Omit “fixed entitlements”, substitute “*fixed entitlements”.

132

Subsection 165‑230(5)

Omit “non‑fixed trust (other than an excepted trust) that, at any time during the *ownership test period, held directly or indirectly a fixed entitlement”, substitute “*non‑fixed trust (other than an *excepted trust) that, at any time during the *ownership test period, held directly or indirectly a *fixed entitlement”.

133

At the end of subsection 165‑230(5)

Add:

Note: See section 165‑245 for when an entity is taken to have held or had, directly or indirectly, a fixed entitlement to a share of income or capital of a company.

134

Subsection 165‑235(3)

Omit “non‑fixed trust”, substitute “*non‑fixed trust”.

135

Paragraph 165‑235(4)(a)

Omit “non‑fixed trust”, substitute “*non‑fixed trust”.

136

Subsection 165‑240(1)

Omit “non‑fixed trust”, substitute “*non‑fixed trust”.

137

Section 165‑245

Repeal the section, substitute:

165‑245When an entity has a fixed entitlement to income or capital of a company

For the purposes of this Act, an entity is taken to have held or had, directly or indirectly, a *fixed entitlement to a share of income or capital of a company at a time if and only if the entity held or had, directly or indirectly, that fixed entitlement at that time for the purposes of Schedule 2F to the Income Tax Assessment Act 1936.

138

Paragraph 207‑130(6)(f)

Omit “more than a 50% stake”, substitute “*more than a 50% stake”.

139

Subsection 707‑130(1) (note 1)

Omit “(as defined in that Schedule)”.

140

Subsection 707‑130(1) (note 1)

Omit “, as defined in that Schedule,”.

141

Subsection 995‑1(1)

Insert:

control a non‑fixed trust has the meaning given by Subdivision 269‑E in Schedule 2F to the Income Tax Assessment Act 1936.

142

Subsection 995‑1(1)

Insert:

excepted trust has the meaning given by section 272‑100 in Schedule 2F to the Income Tax Assessment Act 1936.

143

Subsection 995‑1(1) (definition of fixed entitlement)

After “capital of a”, insert “company, partnership or”.

144

Subsection 995‑1(1) (at the end of the definition of fixed entitlement)

Add:

Note: Section 165‑245 affects when an entity is taken to have held or had, directly or indirectly, a fixed entitlement to a share of income or capital of a company.

145

Subsection 995‑1(1) (definition of more than a 50% stake)

Repeal the definition, substitute:

more than a 50% stake:

  1. (a)

    more than a 50% stake in a company has the meaning given by section 165‑37; and

  2. (b)

    more than a 50% stake in the income or capital of a trust has the meaning given by section 269‑50 in Schedule 2F to the Income Tax Assessment Act 1936.

Taxation Administration Act 1953

146

Paragraph 45‑287(1)(a) in Schedule 1

Omit “fixed entitlements”, substitute “*fixed entitlements”.

147

Paragraph 45‑287(4)(a) in Schedule 1

Omit “fixed entitlement”, substitute “*fixed entitlement”.

Part 21Removal of definition from imputation provisions

Income Tax Assessment Act 1997

148

Section 204‑70

Repeal the section, substitute:

204‑70Application of this Subdivision

  1. (1)

    This Subdivision applies to an entity if the difference between:

    1. (a)

      the *benchmark franking percentage for the entity for a *franking period (the current franking period); and

    1. (b)

      the benchmark franking percentage for the entity for the last franking period in which a *frankable distribution was made (the last relevant franking period);

is more than the amount worked out using the following formula (whether the percentage for the current franking period is more than or less than the percentage for the last relevant franking period):

  1. (2)

    However, this Subdivision does not apply to an entity to which the benchmark rule does not apply.

    Note: Section 203‑20 identifies the entities to which the benchmark rule does not apply.

149

Subsections 204‑75(1) and (2)

Repeal the subsections, substitute:

  1. (1)

    The entity must notify the Commissioner in writing of the difference.

150

Subsection 204‑80(1)

Omit “If the *benchmark franking percentage for an entity for a *franking period (the current franking period) *differs significantly from the benchmark franking percentage for the entity for the last franking period in which a *frankable distribution was made (the last relevant franking period), the”, substitute “The”.

Part 22Correction of outdated references to virtual PST assets

Income Tax Assessment Act 1997

151

Subparagraph 320‑141(2)(a)(i)

Omit “*virtual PST assets”, substitute “*complying superannuation/FHSA assets”.

152

Subparagraph 320‑141(2)(a)(ii)

Omit “virtual PST assets”, substitute “complying superannuation/FHSA assets”.

153

Application provision—amendments of paragraph 320‑141(2)(a)

The amendments of paragraph 320‑141(2)(a) of the Income Tax Assessment Act 1997 made by this Part apply on and after 26 June 2008.

Part 23Repeal of spent provisions about land transport facilities borrowings

Income Tax Assessment Act 1997

  1. 154

    Section 13‑1 (table item headed “land transport facilities borrowings”)

    Repeal the item.

155

Subsection 250‑60(3)

Omit “facilities”, substitute “facilities”.

156

Paragraph 250‑60(3)(d)

Repeal the paragraph.

157

Paragraph 250‑60(3)(e)

Omit “other”.

158

Division 396

Repeal the Division.

159

Subsection 995‑1(1) (definition of land transport facilities borrowings agreement)

Repeal the definition.

160

Subsection 995‑1(1) (definition of land transport facility)

Repeal the definition.

161

Subsection 995‑1(1) (definition of LTF interest)

Repeal the definition.

162

Subsection 995‑1(1) (definition of related facility)

Repeal the definition.

Part 24Prevention of double counting for direct value shifts

Income Tax Assessment Act 1997

163

At the end of section 725‑250

Add:

Reducing uplift to prevent double increase in cost base etc.

  1. (3)

    However, if, apart from paragraph (2)(b), an amount is included in the *cost base or *reduced cost base of an *up interest as a result of the *scheme under which the *direct value shift happens, the uplift in the *adjustable value of the interest under that paragraph is reduced by that amount.

164

At the end of subsection 725‑255(2)

Add:

Note: If subsection 725‑250(3) is relevant, it will affect all the uplifts worked out under all those items.

165

After subsection 725‑335(3)

Insert:

Reducing uplift to prevent double increase in adjustable value

  1. (3A)

    However, if, apart from paragraph (3)(b), an amount is included, as a result of the *scheme under which the *direct value shift happens, in the *adjustable value of an *up interest that is your *trading stock or *revenue asset, the uplift in the adjustable value of the interest under that paragraph is reduced by that amount.

166

At the end of subsection 725‑340(2)

Add:

Note: If subsection 725‑335(3A) is relevant, it will affect all the uplifts worked out under all those items.

167

Application provision

Subsections 725‑250(3) and 725‑335(3A) of the Income Tax Assessment Act 1997 apply in relation to schemes entered into on or after the commencement of those subsections.

Part 25Ineligible income tax remission decisions

Taxation Administration Act 1953

168

Subsection 2(1)

Insert:

ineligible income tax remission decision has the meaning given by section 14ZS.

169

Section 14ZQ (definition of ineligible income tax remission decision)

Repeal the definition.

170

Subsection 14ZS(1)

Repeal the subsection.

171

Subsection 14ZS(2)

Omit “(2) An objection decision is an ineligible income tax remission decision”, substitute “(1) An objection decision is an ineligible income tax remission decision”.

172

Subsection 14ZS(5)

Renumber as subsection (2).

Part 26Correction of references to chains of fixed trusts

Income Tax Assessment Act 1997

173

Subparagraph 855‑40(2)(b)(i)

Omit “fixed trust”, substitute “*fixed trust”.

174

Subparagraph 855‑40(2)(b)(ii)

Omit “a *chain of fixed trusts”, substitute “a *chain of trusts, each trust in which is a fixed trust”.

175

Paragraph 855‑40(6)(b)

Omit “a *chain of fixed trusts”, substitute “a *chain of trusts, each trust in which is a fixed trust”.

Part 27Gender‑specific language

Income Tax Assessment Act 1936

  1. 176

    Subsection 6(1) (definition of income from personal exertion)

    Omit “him” (wherever occurring), substitute “the taxpayer”.

  2. 177

    Subsection 6(1) (paragraph (a) of the definition of income from personal exertion)

    Omit “his”, substitute “the taxpayer’s”.

  3. 178

    Subsection 6(1) (paragraph (e) of the definition of permanent establishment)

    After “his”, insert “or her”.

  4. 179

    Subsection 6(1) (subparagraphs (a)(i) and (ii) of the definition of resident)

    Omit “his”, substitute “the person’s”.

  5. 180

    Subsection 6(1) (subparagraph (a)(ii) of the definition of resident)

    Omit “he”, substitute “the person”.

181

Section 6A

Omit “his” (wherever occurring), substitute “the person’s”.

182

Subsection 14(2)

After “him”, insert “or her”.

183

Subsection 14(2)

After “he”, insert “or she”.

184

Subsection 23AA(2)

After “him”, insert “or her”.

185

Paragraphs 23AA(3)(a), (b) and (c) and (6)(a)

Omit “he”, substitute “the person”.

186

Subsection 23AB(2)

After “his”, insert “, her”.

187

Subsection 23AB(7)

After “his”, insert “or her”.

188

Subsection 23AB(7)

After “he”, insert “or she”.

189

Paragraph 23AB(7)(b)

After “him”, insert “or her”.

190

Subsection 23AB(11)

After “his”, insert “or her”.

191

Subparagraph 23AC(3)(a)(i)

Omit “he” (wherever occurring), substitute “the member”.

192

Subparagraph 23AC(3)(a)(i)

Omit “his”, substitute “the member’s”.

193

Subparagraphs 23AC(3)(a)(ii) and (iii)

Omit “he” (wherever occurring), substitute “the member”.

194

Subparagraph 23AC(3)(a)(iii)

Omit “his”, substitute “the member’s”.

195

Subparagraph 23AC(3)(a)(iv)

Omit “he” (wherever occurring), substitute “the member”.

196

Subparagraph 23AC(3)(b)(i)

Omit “his” (first occurring), substitute “the member’s”.

197

Subparagraph 23AC(3)(b)(i)

Omit “he” (wherever occurring), substitute “the member”.

198

Subparagraph 23AC(3)(b)(i)

Omit “his” (second occurring), substitute “the member’s”.

199

Subparagraph 23AC(3)(b)(ii)

Omit “he” (wherever occurring), substitute “the member”.

200

Subsection 23AF(11)

Omit “he”, substitute “that Minister”.

201

Subsection 23AF(11)

Omit “him”, substitute “that Minister”.

202

Subsection 23AF(12)

Omit “him”, substitute “that Minister”.

203

Subsection 23AF(12)

Omit “his”, substitute “that Minister’s”.

204

Subsection 23AF(18) (paragraph (a) of the definition of eligible foreign remuneration)

After “his”, insert “or her”.

205

Subsection 24B(1) (paragraph (b) of the definition of prescribed person)

After “his”, insert “or her”.

206

Paragraph 24C(a)

After “his”, insert “or her”.

207

Subsection 24D(4)

Omit “his”, substitute “that holder’s”.

208

Paragraph 24E(1)(b)

After “his”, insert “or her”.

209

Paragraph 24E(4)(b)

Omit “he”, substitute “the trustee”.

210

Paragraph 24E(4)(c)

Omit “his”, substitute “the trustee’s”.

211

Paragraph 24G(1)(e)

After “he”, insert “or she”.

212

Subsection 25A(1)

Omit “him”, substitute “the taxpayer”.

213

Paragraph 25A(10)(a)

Omit “his”, substitute “the Commissioner’s”.

214

Subparagraph 25A(11)(b)(i)

Omit “his”, substitute “the transferee’s”.

215

Subsection 26AB(4)

Omit “he”, substitute “the taxpayer”.

216

Paragraphs 26AG(3)(d) and (e)

After “his”, insert “or her”.

217

Subsection 26AG(4)

After “his”, insert “or her”.

218

Paragraphs 26AG(10)(f) and (g)

After “his” (wherever occurring), insert “or her”.

219

Paragraph 26AH(2)(b)

After “he”, insert “or she”.

220

Subsection 26AH(4)

After “his”, insert “or her”.

221

Subsection 26AH(4)

After “he”, insert “or she”.

222

Subparagraph 26C(2)(b)(i)

After “his”, insert “or her”.

223

Subsection 27(1)

Omit “him”, substitute “the resident”.

224

Subsection 27(1)

Omit “his”, substitute “the resident’s”.

225

Subsection 51AD(9)

Omit “he” (wherever occurring), substitute “the Commissioner”.

226

Paragraph 51AD(20)(f)

Omit “he”, substitute “the taxpayer”.

227

Subsection 52(1)

Omit “his” (first occurring), substitute “the taxpayer’s”.

228

Subsection 52(1)

After “he”, insert “or she”.

229

Subsection 52(1)

After “his” (second occurring), insert “or her”.

230

Subsection 52(1)

Omit “him”, substitute “the taxpayer”.

231

Paragraph 52A(3)(j)

After “he”, insert “or she”.

232

Subsection 73A(2)

Omit “by him or on his behalf”, substitute “by or on behalf of the taxpayer”.

233

Paragraph 73A(2)(b)

Omit “he”, substitute “the taxpayer”.

234

Subsection 79A(1)

Omit “his”, substitute “the taxpayer’s”.

235

Paragraph 79A(2)(f)

Omit “him” (first occurring), substitute “the taxpayer”.

236

Paragraph 79A(2)(f)

Omit “he”, substitute “the taxpayer”.

237

Paragraph 79A(2)(f)

Omit “him” (last occurring), substitute “the taxpayer”.

238

Subsection 79A(2A)

Omit “his”, substitute “the taxpayer’s”.

239

Paragraph 79A(3B)(c)

After “his”, insert “or her”.

240

Subsection 79A(3E)

After “he”, insert “or she”.

241

Subsection 79B(1)

After “his”, insert “or her”.

242

Paragraph 79B(2)(b)

After “him”, insert “or her”.

243

Subsections 79B(5) and (5A)

Omit “him”, substitute “the Treasurer”.

244

Section 82

Omit “him”, substitute “the person”.

245

Subsection 82KL(8)

Omit “his”, substitute “the Commissioner’s”.

246

Subsection 82L(1) (paragraph (b) of the definition of convertible note)

After “him” (wherever occurring), insert “or her”.

247

Paragraph 82M(1)(b)

After “him” (wherever occurring), insert “or her”.

248

Paragraphs 82P(2)(b) and (3)(b)

After “him” (wherever occurring), insert “or her”.

249

Subsection 82R(2)

After “him” (wherever occurring), insert “or her”.

250

Subparagraph 82SA(1)(d)(i)

After “him”, insert “or her”.

251

Subparagraph 82SA(1)(d)(vii)

After “his”, insert “or her”.

252

Subparagraph 82SA(1)(d)(vii)

After “he” (first occurring), insert “or she”.

253

Subparagraph 82SA(1)(d)(vii)

After “he” (last occurring), insert “, she”.

254

Subparagraph 82SA(1)(d)(viii)

After “he”, insert “or she”.

255

Paragraph 94(2)(a)

After “his”, insert “or her”.

256

Subsections 94(9), (10), (10A) and (10B)

After “his” (wherever occurring), insert “or her”.

257

Sub‑subparagraph 94(10C)(a)(i)(A)

After “his”, insert “or her”.

258

Section 95B

After “his”, insert “or her”.

259

Paragraph 99A(3)(c)

After “he”, insert “or she”.

260

Paragraph 99C(2)(e)

After “his”, insert “or her”.

261

Section 101

Omit “his” (first occurring), substitute “the trustee’s”.

262

Section 101

Omit “him”, substitute “the beneficiary”.

263

Section 101

Omit “his” (second occurring), substitute “the beneficiary’s”.

264

Subsection 101A(1)

Omit “him during his”, substitute “him or her during his or her”.

265

Subsection 101A(2)

After “his”, insert “or her”.

266

Paragraph 102(1)(a)

Omit “he”, substitute “the person”.

267

Subsection 102(2)

Omit “his”, substitute “the person’s”.

268

Subsection 102(2)

Omit “him” (first occurring), substitute “the person”.

269

Subsection 102(2)

After “he” (first occurring), insert “or she”.

270

Subsection 102(2)

Omit “him” (last occurring), substitute “the person”.

271

Paragraphs 102(2)(a) and (b)

After “he”, insert “or she”.

272

Subsection 102(3)

After “his” (wherever occurring), insert “or her”.

273

Subparagraphs 102A(4)(a)(i) and (b)(i)

After “he”, insert “or she”.

274

Paragraph 102G(11)(a)

After “he”, insert “or she”.

275

Paragraphs 102G(11)(b) and (c)

After “his” (wherever occurring), insert “or her”.

276

Subsection 103(2)

After “his”, insert “or her”.

277

Paragraph 103A(5)(d)

Omit “he”, substitute “the Commissioner”.

278

Paragraph 103A(7)(a)

After “he”, insert “or she”.

279

Paragraphs 103A(7)(b) and (c)

After “his” (wherever occurring), insert “or her”.

280

Subsection 120(2)

After “his” (wherever occurring), insert “or her”.

281

Subsection 126(3)

Omit “he shall refund to him the amount of tax paid by the company in respect of his debentures”, substitute “the Commissioner must refund to that person the amount of tax paid by the company in respect of his or her debentures”.

282

Subsection 128A(3)

After “he”, insert “or she”.

283

Subsections 128B(10) and (11)

After “him”, insert “or her”.

284

Sections 129 and 130

After “him” (wherever occurring), insert “or her”.

285

Section 131

Omit “he”, substitute “the Commissioner”.

286

Section 134

Omit “him”, substitute “the person”.

287

Sections 134 and 135

After “he”, insert “or she”.

288

Subsections 136AF(1) and (3)

Omit “he”, substitute “the Commissioner”.

289

Subsection 136AF(5)

Omit “his”, substitute “the Commissioner’s”.

290

Sections 142, 143 and 147

Omit “him” (wherever occurring), substitute “the insurer”.

291

Subsection 148(2)

Omit “his” (wherever occurring), substitute “that person’s”.

292

Paragraph 148(2)(b)

Omit “he”, substitute “that person”.

293

Subsection 148(3)

After “he”, insert “or she”.

294

Subsection 148(3)

After “him”, insert “or her”.

295

Subsection 148(4)

Omit “him” (wherever occurring), substitute “that person”.

296

Subsections 148(5) and (8)

Omit “he”, substitute “that person”.

297

Subsection 148(9)

Omit “him”, substitute “that person”.

298

Paragraph 148(9)(a)

Omit “he”, substitute “that person”.

299

Paragraph 148(9)(a)

Omit “his”, substitute “that person’s”.

300

Paragraph 148(9)(b)

Omit “he” (wherever occurring), substitute “that person”.

301

Section 152

Omit “him as if he”, substitute “the taxpayer as if he or she”.

302

Subsection 155(1)

After “his” (wherever occurring), insert “or her”.

303

Subsection 155(1)

After “he” (first occurring), insert “or she”.

304

Subsection 155(1)

After “him”, insert “or her”.

305

Subsection 155(1)

After “he” (last occurring), insert “or she”.

306

Subsection 155(2)

After “him”, insert “or her”.

307

Subsection 155(2)

After “he”, insert “or she”.

308

Subsection 156(1) (definition of relevant primary production deductions)

Omit “his” (wherever occurring), substitute “the taxpayer’s”.

309

Subsection 156(5)

After “his”, insert “or her”.

310

Subsection 157(3)

After “he”, insert “or she”.

311

Subsection 157(4)

Omit “him as if he”, substitute “the taxpayer as if he or she”.

312

Paragraph 159H(a)

After “him”, insert “or her”.

313

Subsections 159J(1), (1A) and (1B)

After “his”, insert “or her”.

314

Subsections 159L(1) and (3)

After “his” (wherever occurring), insert “or her”.

315

Paragraph 159L(4)(a)

Omit “he”, substitute “the taxpayer”.

316

Paragraph 159L(4)(a)

After “his”, insert “or her”.

317

Section 159M

After “his”, insert “or her”.

318

Subsection 159P(4) (paragraph (h) of the definition of medical expenses)

After “him”, insert “or her”.

319

Subsections 160AAB(2), (3) and (6)

After “his” (wherever occurring), insert “or her”.

320

Section 163

Omit “him”, substitute “the Commissioner”.

321

Section 164

Omit “him or with his”, substitute “the person or with the person’s”.

322

Section 166

Omit “his”, substitute “the Commissioner’s”.

323

Section 167

After “his”, insert “or her”.

324

Subsection 171(1)

Omit “he”, substitute “the taxpayer”.

325

Paragraph 177E(1)(c)

After “his”, insert “or her”.

326

Subsections 177F(1) and (3)

After “he” (wherever occurring), insert “or she”.

327

Subsection 177F(6)

Omit “his”, substitute “the Commissioner’s”.

328

Subsection 251R(4)

Omit “his”, substitute “the person’s”.

329

Subsection 251S(2)

Omit “him”, substitute “the person”.

330

Paragraph 252(1)(c)

Omit “him”, substitute “the officer”.

331

Paragraph 252(1)(g)

Omit “he is required to do in his”, substitute “the officer is required to do in the officer’s”.

332

Paragraph 252(1)(i)

Omit “him”, substitute “the officer”.

333

Subsection 252A(3)

After “him”, insert “or her”.

334

Subsection 252A(6)

Omit “his”, substitute “the officer’s”.

335

Subsection 252A(12)

Omit “he is required to do in his”, substitute “the officer is required to do in the officer’s”.

336

Paragraph 254(1)(a)

After “He”, insert “or she”.

337

Paragraph 254(1)(a)

After “him”, insert “or her”.

338

Paragraph 254(1)(a)

After “his” (wherever occurring), insert “or her”.

339

Paragraph 254(1)(b)

After “He”, insert “or she”.

340

Paragraph 254(1)(b)

After “his”, insert “or her”.

341

Paragraph 254(1)(c)

After “he”, insert “or she”.

342

Paragraph 254(1)(d)

After “He”, insert “or she”.

343

Paragraph 254(1)(d)

Omit “him in his”, substitute “him or her in his or her”.

344

Paragraph 254(1)(e)

After “He”, insert “or she”.

345

Paragraph 254(1)(e)

After “he” (wherever occurring), insert “or she”.

346

Paragraph 254(1)(f)

After “He”, insert “or she”.

347

Paragraphs 254(1)(f) and (g)

After “he”, insert “or she”.

348

Paragraph 254(1)(g)

Omit “the other or others shall be liable to pay him each his”, substitute “each other one is liable to pay him or her an”.

349

Paragraph 254(1)(h)

Omit “he”, substitute “the Commissioner”.

350

Paragraphs 255(1)(a) and (b)

Omit “he”, substitute “the person”.

351

Paragraph 255(1)(b)

Omit “him”, substitute “the person”.

352

Paragraph 255(1)(c)

Omit “he” (first occurring), substitute “the person”.

353

Paragraph 255(1)(c)

Omit “him”, substitute “the person”.

354

Paragraph 255(1)(c)

Omit “he” (second and third occurring), substitute “the person”.

355

Paragraph 255(1)(d)

Omit “he” (wherever occurring), substitute “the person”.

356

Subsection 255(2)

Omit “him” (wherever occurring), substitute “the person”.

357

Section 257

Omit “him”, substitute “the banker”.

358

Section 262

Omit “his”, substitute “the person’s”.

359

Subsection 263(1)

Omit “him”, substitute “the Commissioner”.

360

Paragraph 264(1)(a)

Omit “him”, substitute “the Commissioner”.

361

Paragraph 264(1)(a)

Omit “he”, substitute “the Commissioner”.

362

Paragraph 264(1)(b)

Omit “him” (first and second occurring), substitute “the Commissioner”.

363

Paragraph 264(1)(b)

Omit “his” (first occurring), substitute “the person’s”.

364

Paragraph 264(1)(b)

Omit “him” (last occurring), substitute “the person”.

365

Paragraph 264(1)(b)

Omit “his” (second and third occurring), substitute “the person’s”.

366

Subsection 264(2)

Omit “he”, substitute “the Commissioner”.

367

Subsection 264(2)

Omit “him”, substitute “the Commissioner”.

Part 28Misdescribed amendments

Tax Laws Amendment (2010 Measures No. 1) Act 2010

368

Item 105 of Schedule 5

Omit “*accounting standards, or”, substitute “*accounting standards or”.

369

Item 173 of Schedule 5

Omit “comes into existence”, substitute “come into existence”.

370

Item 201 of Schedule 5

Omit “*virtual”, substitute “virtual”.

371

Item 11 of Schedule 6 (heading)

Omit “capital gains tax”, substitute “capital gains”.

Tax Laws Amendment (Transfer of Provisions) Act 2010

372

Item 16 of Schedule 2

Repeal the item (including the note).

Note: This item repeals an item that amends provisions that have been repealed.

Part 29References to Schedules

Family Trust Distribution Tax (Primary Liability) Act 1998

373

Section 3

Omit “of Schedule 2F”, substitute “in Schedule 2F”.

Family Trust Distribution Tax (Secondary Liability) Act 1998

374

Section 3

Omit “of Schedule 2F”, substitute “in Schedule 2F”.

Fringe Benefits Tax Assessment Act 1986

  1. 375

    Subsection 136(1) (paragraph (q) of the definition of fringe benefit)

    Omit “of Schedule 2F”, substitute “in Schedule 2F”.

Income Tax Assessment Act 1936

  1. 376

    Subsection 95(1) (note at the end of the definition of net income)

    Omit “of Schedule 2F”, substitute “in Schedule 2F”.

  2. 377

    Subsection 102D(1) (note at the end of the definition of net income)

    Omit “of Schedule 2F”, substitute “in Schedule 2F”.

  3. 378

    Section 102M (note at the end of the definition of net income)

    Omit “of Schedule 2F”, substitute “in Schedule 2F”.

  4. 379

    Subsection 102UC(4) (definition of discretionary trust)

    Omit “of Schedule 2F”, substitute “in Schedule 2F”.

  5. 380

    Subsection 102UC(4) (paragraphs (a), (d) and (e) of the definition of excluded trust)

    Omit “of Schedule 2F”, substitute “in Schedule 2F”.

  6. 381

    Subsection 102UC(4) (definition of fixed entitlement)

    Omit “of Schedule 2F”, substitute “in Schedule 2F”.

  7. 382

    Subsection 102UC(4) (definition of indirectly)

    Omit “of Schedule 2F”, substitute “in Schedule 2F”.

Income Tax Assessment Act 1997

  1. 383

    Subsection 25‑35(5) (cell at table item 5, column headed “See:”)

    Omit “of Schedule 2F”, substitute “in Schedule 2F”.

384

Section 36‑25

Omit “of Schedule 2F” (wherever occurring), substitute “in Schedule 2F”.

385

Section 109‑60 (cell at table item 9, column headed “See:”)

Omit “of Schedule 2D”, substitute “in Schedule 2D”.

386

Section 109‑60 (cell at table item 10, column headed “See:”)

Omit “of Schedule 2H”, substitute “in Schedule 2H”.

387

Section 112‑97 (cell at table item 5A, column headed “See:”)

Omit “of Schedule 2H”, substitute “in Schedule 2H”.

388

Section 112‑97 (cell at table item 20, column headed “See:”)

Omit “of Schedule 2D”, substitute “in Schedule 2D”.

389

Subsection 128‑15(1) (note 2)

Omit “of Schedule 2D”, substitute “in Schedule 2D”.

390

Subsections 165‑215(5), 165‑220(5), 165‑230(5), 180‑10(1) and 180‑20(1)

Omit “of Schedule 2F”, substitute “in Schedule 2F”.

391

Subsection 230‑460(7)

Omit “Division 323 of Schedule J to the Income Tax Assessment Act 1936”, substitute “Subdivision 321‑C”.

392

Subsection 328‑10(1) (cell at table item 12, column headed “Provision”)

Omit “of Schedule 1”, substitute “in Schedule 1”.

393

Subsection 328‑110(4) (paragraph (a) of the note)

Omit “of Schedule 1”, substitute “in Schedule 1”.

394

Subsection 995‑1(1) (definition of family trust)

Omit “of Schedule 2F”, substitute “in Schedule 2F”.

395

Subsection 995‑1(1) (paragraph (a) of the definition of income for surcharge purposes)

Omit “of Schedule 2F”, substitute “in Schedule 2F”.

396

Subsection 995‑1(1) (note 1 to paragraph (a) of the definition of tax loss)

Omit “of Schedule 2F”, substitute “in Schedule 2F”.

Income Tax (Transitional Provisions) Act 1997

397

Subparagraph 40‑285(2)(a)(ii)

Omit “of Schedule 2D”, substitute “in Schedule 2D”.

Medicare Levy Act 1986

398

Subsection 3(2A)

Omit “of Schedule 2F”, substitute “in Schedule 2F”.

Superannuation Contributions Tax (Assessment and Collection) Act 1997

  1. 399

    Paragraphs 7A(3)(b) and (c) and 7B(3)(b) and (c)

    Omit “of Schedule 2F”, substitute “in Schedule 2F”.

Part 30References to taxation laws

Income Tax Assessment Act 1997

400

Subsection 995‑1(1)

Insert:

Excise Acts has the meaning given by the Excise Act 1901.

Taxation Administration Act 1953

  1. 401

    Subsection 2(1) (at the end of the definition of taxation law)

    Add:

    Note: See also subsection (2).

402

Subsection 2(2)

Omit “, and Subdivision 284‑B in Schedule 1 to,”.

403

Paragraph 284‑75(1)(a) in Schedule 1

After “*taxation law”, insert “(other than the *Excise Acts)”.

404

Subsection 284‑75(1) in Schedule 1 (note 1)

Repeal the note.

405

Subsection 284‑75(1) in Schedule 1 (note 2)

Omit “Note 2”, substitute “Note”.

406

Subparagraph 284‑75(4)(a)(ii) in Schedule 1

After “*taxation law”, insert “(other than the *Excise Acts)”.

407

Paragraph 284‑75(4)(b) in Schedule 1

After “taxation law”, insert “(other than the Excise Acts)”.

408

Subparagraph 284‑75(6)(d)(i) in Schedule 1

After “*taxation law”, insert “(other than the *Excise Acts)”.

409

Subparagraph 284‑75(6)(d)(ii) in Schedule 1

After “taxation law”, insert “(other than the Excise Acts)”.

410

Subsection 284‑80(1) in Schedule 1 (table item 2)

After “*taxation law”, insert “(other than the *Excise Acts)”.

411

Subsection 284‑90(1) in Schedule 1 (table items 1 to 3C, column headed “In this situation:”)

Omit “*taxation law”, substitute “*taxation law (other than the *Excise Acts)”.

Part 31Other amendments

Income Tax Assessment Act 1936

  1. 412

    Subsection 170(10AA) (table items 24, 25, 30 (the table item 30 inserted by item 19 of Schedule 1 to the Tax Laws Amendment (2009 Budget Measures No. 2) Act 2009) and 35)

    Repeal the table items, substitute:

23

Subdivision 61‑G

Private health insurance offset complementary to Part 2‑2 of the Private Health Insurance Act 2007

24

Subdivision 61‑I

Tax offset for first child

26

Section 83A‑310

Forfeiture of ESS interests acquired under an employee share scheme

28

Section 83A‑340

Rights that become rights to acquire shares

Note: This item corrects the numbering and order of items in a table.

413

Subsection 202DR(2)

Omit “give”, substitute “given”.

Note: This item fixes a grammatical error.

Income Tax Assessment Act 1997

414

Subsection 112‑20(3) (note 1)

Omit “Note (1)”, substitute “Note 1”.

Note: This item fixes a typographical error.

415

Subdivision H of Division 240 (heading)

Repeal the heading, substitute:

Subdivision 240‑HApplication of Division 16E to certain arrangements

Note: This item fixes a typographical error.

416

Subparagraph 376‑170(4)(a)(i)

Repeal the subparagraph.

Note: This item repeals a provision that related to a corporation that no longer exists.

417

Subparagraph 705‑25(5)(c)(ii)

Omit “; or” (last occurring).

Note: This item fixes a typographical error.

418

Subsection 974‑150(2)

Omit “subsection (2)”, substitute “subsection (1)”.

Note: This item corrects an incorrect cross‑reference.

Income Tax (Transitional Provisions) Act 1997

419

Section 126‑155

Repeal the section.

Note: This item repeals a spent provision.

Superannuation Legislation Amendment Act 2010

420

Subitem 21(1) of Schedule 1

Omit “Subparagraph 49A(1)(b)(i)”, substitute “Paragraph 49A(1)(b)”.

Note: This item corrects an incorrect cross‑reference.

Taxation Administration Act 1953

421

Subsection 388‑65(3A) in Schedule 1

Omit “paragraph (1)(c)”, substitute “paragraph (3)(c)”.

422

Application provision

The amendment made by item 421 of this Schedule applies to determinations made under paragraph 388‑65(3)(c) in Schedule 1 to the Taxation Administration Act 1953 on or after 1 April 2004.

Taxation (Interest on Overpayments and Early Payments) Act 1983

  1. 423

    Section 3C (definition of relevant tax) (table item 50)

    Omit “subsection 12ZN(1) of the Student and Youth Assistance Act 1973”, substitute “section 12ZN of the Student Assistance Act 1973”.

    Note: This item corrects an incorrect cross‑reference.

Tax Laws Amendment (2007 Measures No. 5) Act 2007

  1. 424

    Part 2 of Schedule 12 (heading relating to the Industrial Research and Development Incentives Act 1976)

    Repeal the heading.

    Note: This item repeals a heading relating to an Act that is not being amended.

Endnotes

Endnote 1About the endnotes

The endnotes provide details of the history of this legislation and its provisions. The following endnotes are included in each compilation:

Endnote 1—About the endnotes

Endnote 2—Abbreviation key

Endnote 3—Legislation history

Endnote 4—Amendment history

Endnote 5—Uncommenced amendments

Endnote 6—Modifications

Endnote 7—Misdescribed amendments

Endnote 8—Miscellaneous

If there is no information under a particular endnote, the word “none” will appear in square brackets after the endnote heading.

Abbreviation key—Endnote 2

The abbreviation key in this endnote sets out abbreviations that may be used in the endnotes.

Legislation history and amendment history—Endnotes 3 and 4

Amending laws are annotated in the legislation history and amendment history.

The legislation history in endnote 3 provides information about each law that has amended the compiled law. The information includes commencement information for amending laws and details of application, saving or transitional provisions that are not included in this compilation.

The amendment history in endnote 4 provides information about amendments at the provision level. It also includes information about any provisions that have expired or otherwise ceased to have effect in accordance with a provision of the compiled law.

Uncommenced amendments—Endnote 5

The effect of uncommenced amendments is not reflected in the text of the compiled law but the text of the amendments is included in endnote 5.

Modifications—Endnote 6

If the compiled law is affected by a modification that is in force, details of the modification are included in endnote 6.

Misdescribed amendments—Endnote 7

An amendment is a misdescribed amendment if the effect of the amendment cannot be incorporated into the text of the compilation. Any misdescribed amendment is included in endnote 7.

Miscellaneous—Endnote 8

Endnote 8 includes any additional information that may be helpful for a reader of the compilation.

Endnote 2Abbreviation key

ad = added or inserted

pres = present

am = amended

prev = previous

c = clause(s)

(prev) = previously

Ch = Chapter(s)

Pt = Part(s)

def = definition(s)

r = regulation(s)/rule(s)

Dict = Dictionary

Reg = Regulation/Regulations

disallowed = disallowed by Parliament

reloc = relocated

Div = Division(s)

renum = renumbered

exp = expired or ceased to have effect

rep = repealed

hdg = heading(s)

rs = repealed and substituted

LI = Legislative Instrument

s = section(s)

LIA = Legislative Instruments Act 2003

Sch = Schedule(s)

mod = modified/modification

Sdiv = Subdivision(s)

No = Number(s)

SLI = Select Legislative Instrument

o = order(s)

SR = Statutory Rules

Ord = Ordinance

Sub-Ch = Sub-Chapter(s)

orig = original

SubPt = Subpart(s)

par = paragraph(s)/subparagraph(s)

/sub-subparagraph(s)

Endnote 3Legislation history

This endnote sets out details of the legislation history of the Tax Laws Amendment (2011 Measures No. 2) Act 2011.

Act

Number and year

Assent

Commencement

Application, saving and transitional provisions

Tax Laws Amendment (2011 Measures No. 2) Act 2011

41, 2011

27 June 2011

See s 2(1)

Tax Laws Amendment (2013 Measures No. 2) Act 2013

124, 2013

29 June 2013

Sch 10 (item 12): Royal Assent

Endnote 4Amendment history

Provision affected

How affected

Sch 1

Pt 3......................................

rep No 124, 2013

item 7...................................

rep No 124, 2013

item 8...................................

rep No 124, 2013

Endnote 5Uncommenced amendments [none]Endnote 6Modifications [none]Endnote 7Misdescribed amendments [none]Endnote 8Miscellaneous [none]
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