Taxation Laws Amendment Act (No. 2) 1994 (Cth)

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Taxation Laws Amendment Act (No. 2) 1994

Act No. 82 of 1994 as amended

This compilation was prepared on 28 September 2010

taking into account amendments up to Act No. 75 of 2010

The text of any of those amendments not in force

on that date is appended in the Notes section

The operation of amendments that have been incorporated may be

affected by application provisions that are set out in the Notes section

Prepared by the Office of Legislative Drafting and Publishing,

Attorney-General’s Department, Canberra

TABLE OF PROVISIONS

PART 1 - PRELIMINARY

Section

1.

Short title [see Note 1]

2.

Commencement [see Note 1]

PART 2 - AMENDMENT OF THE FRINGE BENEFITS TAX ASSESSMENT ACT 1986

Division 1 - Principal Act

3.

Principal Act

Division 2 - Amendment of definitions of benchmark interest rate

and statutory interest rate

4.

Object

5.

Interpretation

6.

Application

PART 3 - AMENDMENT OF THE INCOME TAX ASSESSMENT ACT 1936

Division 1 - Principal Act

7.

Principal Act

Division 2 - Amendments relating to accruals assessability of

certain securities

Subdivision A - Object

8.

Object

Subdivision B - Amendments of Division 16E of Part III

9.

Interpretation

10.

Repeal of section and substitution of new sections:

159GQ.

Tax treatment of holder of qualifying security

159GQA.

Accrual period

159GQB.

Accrual amount

159GQC.

Implicit interest rate for fixed return security

159GQD.

Implicit interest rate for variable return security

11.

Consequences of actual payments

12.

Balancing adjustments on transfer of qualifying security

13.

Tax treatment of issuer of a qualifying security

14.

Effect of Division in relation to non-residents

15.

Effect of Division where certain payments not assessable

16.

Effect of Division where qualifying security is trading stock

Subdivision C - Consequential amendments

17.

Bad debts

18.

Infrastructure borrowings to be non-assessable and non-deductible

19.

Interpretation

20.

Credits in respect of amounts assessed under Division 16E of Part III

Subdivision D - Application

21.

Application

Division 3 - Amendments to exclude accruals assessability of certain

securities

22.

Object

23.

Interpretation

24.

Application

Division 4 - Amendments relating to capital gains tax

Subdivision A - Share value shifting arrangements

25.

Object

26.

Insertion of new Division:

Division 19B - Share value shifting arrangements

160ZZRI.

Object

160ZZRJ.

Simplified outline

160ZZRK.

List of definitions

160ZZRL.

Requirements for Division to apply

160ZZRM.

Share value shift under an arrangement

160ZZRN.

Controller of a company etc.

160ZZRO.

"Material decrease", "material increase" and "total market

value increase"

160ZZRP.

Consequences of value shift to pre-CGT share

160ZZRQ.

Consequences of value shift to post-CGT share

27.

Keeping records

28.

Application

Subdivision B - Creation or conversion of trusts

29.

Object

30.

What constitutes a disposal or acquisition

31.

Disposals by bare trustees and persons enforcing securities

32.

Application

33.

Transitional

Subdivision C - Transfers between related companies

34.

Object

35.

Securities lending arrangements

36.

Application

37.

Application

38.

Transfer of asset between related companies

39.

Interpretation

40.

When companies under common ownership

41.

Disposal of shares or interest in trust

42.

Keeping of records

43.

Application

Subdivision D - Companies ceasing to be related

44.

Object

45.

Companies ceasing to be related after section 160ZZO application

46.

Application

Subdivision E - Government incentive schemes

47.

Object

48.

Part applies in respect of disposals of assets

49.

Application

Subdivision F - Amendment of assessments

50.

Object

51.

Time of disposal and acquisition

52.

Amendment of assessments

53.

Application

Subdivision G - Taxable Australian assets

54.

Object

55.

Insertion of new section:

160ZAA.

Reduction of capital gains and capital losses for certain

taxable Australian assets

56.

Application

Subdivision H - Transfer of group company losses

57.

Object

58.

Transfer of net capital loss within company group

59.

Application

Subdivision I - Amendments relating to winding-up

60.

Object

61.

Transfers of assets between companies under common ownership

62.

Application

Subdivision J - Rebatable dividend adjustments

63.

Object

64.

Insertion of new section:

159GZZZMA. Meaning of "rebatable dividend adjustment" for purposes of

share buy-back provisions

65.

Part of off-market purchase price is a dividend

66.

Consideration in respect of off-market purchase

67.

Reductions of capital gains where amount otherwise assessable

68.

Reduction of amounts for the purposes of reduced cost base

69.

Return of capital on shares

70.

Insertion of new section:

160ZLA.

Meaning of "rebatable dividend adjustment" for purposes of

sections 160ZA and 160ZL

71.

Application

Division 5 - Amendments relating to foreign investment funds and

foreign life insurance policies

Subdivision A - Holding company exemptions involving insurance, real

property or mixed activities

72.

Object

73.

Insertion of new section:

507A.

Exemption for interest in foreign holding company of foreign

life insurance company

74.

Insertion of new section:

509A.

Exemption for interest in foreign holding company of foreign

general insurance company

75.

Insertion of new section:

511A.

Exemption for interest in foreign holding company of foreign

real property company

76.

Insertion of new section:

523A.

Exemption for interest in foreign holding company of foreign

mixed activity company

Subdivision B - Activities ineligible for exemption under Division 3

of Part XI

77.

Object

78.

Interpretation

79.

Schedule 4

Division 6 - Amendments of development allowance and general

investment allowance provisions

Subdivision A - Amendments relating to transfer of deductions by

leasing company

80.

Object

81.

Lessor may transfer benefit of deduction to lessees

82.

Repeal of section

83.

Application

Subdivision B - Amendments relating to use of property within

wholly-owned company groups

84.

Object

85.

Property to which Subdivision applies

86.

Disposal etc. of property within 12 months after installation etc.

87.

Disposal etc. of property after 12 months after installation etc.

88.

Special provisions relating to partnerships

89.

Disposals within company group

90.

Interpretation

Subdivision C - Property used in transport of minerals or quarry

materials

91.

Object

92.

Deduction under Subdivision to be in addition to certain other

deductions

Division 7 - Amendments relating to repayments to the Commonwealth

of loans made under the Higher Education Funding Act

1988

93.

Object

94.

Uplifted provisional tax amount

95.

Provisional tax on estimated income

96.

Application

Division 8 - Amendments relating to constitutionally protected

superannuation funds

97.

Object

98.

Insertion of new section:

110CA.

Exemption of income attributable to constitutionally

protected funds

99.

Insertion of new section:

116FC.

Exemption of income attributable to constitutionally

protected funds

100. Interpretation

101. Part has effect subject to the Constitution

102. Insertion of new section:

271A.

Constitutionally protected funds exempt from tax

103. Insertion of new section:

297C.

Exemption of income attributable to constitutionally

protected funds

104. Application

105. Transitional

Division 9 - Depreciation of employee amenity property

106. Object

107. Depreciation

108. Annual depreciation percentage

109. Application

Division 10 - Amendments related to offshore banking units

110. Object

111. Meaning of "OB activity"

112. Interpretation provisions relating to offshore banking units

113. Division not to apply to interest payments on offshore borrowings by

offshore banking units

114. Application

Division 11 - Amendments relating to gifts

115. Object

116. Deduction for gifts, pensions etc.

Division 12 - Amendment relating to secrecy

117. Object

118. Officers to observe secrecy

119. Application

Division 13 - Amendment to correct outdated references

120. Object

121. Income of persons connected with certain projects of United States

Government

PART 4 - AMENDMENTS RELATING TO NON-COMPULSORY UNIFORMS/WARDROBES

Division 1 - Object

123. Object

Division 2 - Amendment of the Taxation Laws Amendment Act (No. 6)

1992

124. Principal Act

125. Repeal of section and substitution of new section:

5.

Transitional - "no deduction" rule does not apply if expense

incurred before 1 July 1995 and clothing designs approved by

Commissioner

Division 3 - Amendment of the Income Tax Assessment Act 1936

126. Principal Act

127. No deduction to employee for expenditure incurred in connection with a

non-compulsory uniform/wardrobe

PART 5 - AMENDMENTS RELATING TO ENTERTAINMENT EXPENSE PAYMENTS

Division 1 - Object

128. Object

Division 2 - Amendment of the Fringe Benefits Tax Assessment Act

1986

129. Principal Act

130. Insertion of new section:

63A.

Reduction of taxable value in respect of entertainment

component of certain fringe benefits

131. Application

Division 3 - Amendment of the Income Tax Assessment Act 1936

132. Principal Act

133. Deductions not allowable for entertainment expenses

134. Application

TAXATION LAWS AMENDMENT ACT (No. 2) 1994No. 82, 1994 - LONG TITLE

An Act to amend the law relating to taxation

PART 1 - PRELIMINARY

TAXATION LAWS AMENDMENT ACT (No. 2) 1994No. 82, 1994

- SECT 1

Short title [see Note 1]

1. This Act may be cited as the Taxation Laws Amendment Act (No. 2) 1994.

TAXATION LAWS AMENDMENT ACT (No. 2) 1994No. 82, 1994

- SECT 2

Commencement [see Note 1]

2.(1) Subject to this section, this Act commences on the day on which it

receives the Royal Assent.

(2) Divisions 1 and 13 of Part 3 are taken to have commenced on 22 October

1986.

(3) Subdivision D of Division 4 of Part 3 is taken to have commenced

immediately after the commencement of Division 15 of Part 3 of the Taxation

Laws Amendment Act 1993.

(4) Subdivisions A and B of Division 5 of Part 3 are taken to have commenced

immediately after the commencement of the Income Tax Assessment Amendment

(Foreign Investment) Act 1992.

(5) Subdivisions B and C of Division 6 of Part 3 are taken to have commenced

immediately after the commencement of Division 11 of Part 2 of the Taxation

Laws Amendment Act (No. 3) 1992.

(6) Section 113 is taken to have commenced immediately after the

commencement of the Taxation Laws Amendment Act (No. 4) 1992.

(7) Part 4 is taken to have commenced immediately after the commencement of

Division 2 of Part 2 of the Taxation Laws Amendment Act (No. 6) 1992.

PART 2 - AMENDMENT OF THE FRINGE BENEFITS TAX ASSESSMENT ACT 1986

Division 1 - Principal Act

TAXATION LAWS AMENDMENT ACT (No. 2) 1994No. 82, 1994

- SECT 3

Principal Act

3. In this Part, "Principal Act" means the Fringe Benefits Tax Assessment

Act 1986*1*.

Fringe Benefits Tax Assessment Act 1986

*1* No. 39, 1986, as amended. For previous amendments, see Nos. 48 and 112,

1986; Nos. 23 and 145, 1987; No. 139, 1987 (as amended by Nos. 11 and 78,

1988); Nos. 6, 78, 95, 97 and 153, 1988; Nos. 2, 11, 97 and 107, 1989; Nos.

37, 58, 60 and 135, 1990; Nos. 48, 100 and 216, 1991; Nos. 35, 92, 101, 118,

191, 210, 223 and 237, 1992; Nos. 17 and 18, 1993; and No. 56, 1994.

Division 2 - Amendment of definitions of benchmark interest rate and

statutory interest rate

TAXATION LAWS AMENDMENT ACT (No. 2) 1994No. 82, 1994

- SECT 4

Object

4. The object of this Division is to change the basis of determining the

benchmark interest rate, and therefore the statutory interest rate (which is

used in determining the taxable value of loan fringe benefits).

TAXATION LAWS AMENDMENT ACT (No. 2) 1994No. 82, 1994

- SECT 5

Interpretation

5. Section 136 of the Principal Act is amended:

(a) by omitting paragraph (a) of the definition of "benchmark interest rate"

in subsection (1) and substituting the following paragraph:

"(a) in relation to a year of tax, means the rate of interest, known as the

large bank housing lenders variable interest rate on loans for housing for

owner occupation, last published by the Reserve Bank of Australia before the

commencement of the year of tax; and";

(b) by omitting paragraph (a) of the definition of "statutory interest rate"

in subsection (1) and substituting the following paragraph:

"(a) in relation to a year of tax, means the benchmark interest rate in

relation to the year of tax; or".

TAXATION LAWS AMENDMENT ACT (No. 2) 1994No. 82, 1994

- SECT 6

Application

6. The amendments made by this Division apply to assessments of the fringe

benefits taxable amount of an employer of the year of tax beginning on 1 April

1994 and of all later years of tax.

PART 3 - AMENDMENT OF THE INCOME TAX ASSESSMENT ACT 1936

Division 1 - Principal Act

TAXATION LAWS AMENDMENT ACT (No. 2) 1994No. 82, 1994

- SECT 7

Principal Act

7. In this Part, "Principal Act" means the Income Tax Assessment Act

1936*2*.

Income Tax Assessment Act 1936

*2* No. 27, 1936, as amended. For previous amendments, see No. 88, 1936; No.

5, 1937; No. 46, 1938; No. 30, 1939; Nos. 17 and 65, 1940; Nos. 58 and 69,

1941; Nos. 22 and 50, 1942; No. 10, 1943; Nos. 3 and 28, 1944; Nos. 4 and 37,

1945; No. 6, 1946; Nos. 11 and 63, 1947; No. 44, 1948; No. 66, 1949; No. 48,

1950; No. 44, 1951; Nos. 4, 28 and 90, 1952; Nos. 1, 28, 45 and 81, 1953; No.

43, 1954; Nos. 18 and 62, 1955; Nos. 25, 30 and 101, 1956; Nos. 39 and 65,

1957; No. 55, 1958; Nos. 12, 70 and 85, 1959; Nos. 17, 18, 58 and 108, 1960;

Nos. 17, 27 and 94, 1961; Nos. 39 and 98, 1962; Nos. 34 and 69, 1963; Nos. 46,

68, 110 and 115, 1964; Nos. 33, 103 and 143, 1965; Nos. 50 and 83, 1966; Nos.

19, 38, 76 and 85, 1967; Nos. 4, 70, 87 and 148, 1968; Nos. 18, 93 and 101,

1969; No. 87, 1970; Nos. 6, 54 and 93, 1971; Nos. 5, 46, 47, 65 and 85, 1972;

Nos. 51, 52, 53, 164 and 165, 1973; No. 216, 1973 (as amended by No. 20,

1974); Nos. 26 and 126, 1974; Nos. 80 and 117, 1975; Nos. 50, 53, 56, 98, 143,

165 and 205, 1976; Nos. 57, 126 and 127, 1977; Nos. 36, 57, 87, 90, 123, 171

and 172, 1978; Nos. 12, 19, 27, 43, 62, 146, 147 and 149, 1979; Nos. 19, 24,

57, 58, 124, 133, 134 and 159, 1980; Nos. 61, 92, 108, 109, 110, 111, 154 and

175, 1981; Nos. 29, 38, 39, 76, 80, 106 and 123, 1982; Nos. 14, 25, 39, 49,

51, 54 and 103, 1983; Nos. 14, 42, 47, 63, 76, 115, 124, 165 and 174, 1984;

No. 123, 1984 (as amended by No. 65, 1985); Nos. 47, 49, 104, 123, 168 and

174, 1985; No. 173, 1985 (as amended by No. 49, 1986); Nos. 41, 46, 48, 51,

109, 112 and 154, 1986; No. 49, 1986 (as amended by No. 141, 1987); No. 52,

1986 (as amended by No. 141, 1987); No. 90, 1986 (as amended by No. 141,

1987); Nos. 23, 58, 61, 120, 145 and 163, 1987; No. 62, 1987 (as amended by

No. 108, 1987); No. 108, 1987 (as amended by No. 138, 1987); No. 138, 1987 (as

amended by No. 11, 1988); No. 139, 1987 (as amended by Nos. 11 and 78, 1988);

Nos. 8, 11, 59, 75, 78, 80, 87, 95, 97, 127 and 153, 1988; Nos. 2, 11, 56, 70,

73, 105, 107, 129, 163 and 167, 1989; No. 97, 1989 (as amended by No. 105,

1989); Nos. 20, 35, 45, 57, 58, 60, 61, 87, 119 and 135, 1990; Nos. 4, 5, 6,

48, 55, 100, 203, 208 and 216, 1991; Nos. 3, 35, 69, 70, 80, 81, 92, 98, 101,

118, 138, 167, 190, 191, 208, 223, 224, 227, 237 and 238, 1992; Nos. 7, 17,

18, 27 and 32, 1993; and No. 56, 1994.

Division 2 - Amendments relating to accruals assessability of certain

securities

Subdivision A - Object

TAXATION LAWS AMENDMENT ACT (No. 2) 1994No. 82, 1994

- SECT 8

Object

8. The object of this Division is to bring the tax treatment of variable

return securities into line with that of fixed return securities.

Subdivision B - Amendments of Division 16E of Part III

TAXATION LAWS AMENDMENT ACT (No. 2) 1994No. 82, 1994

- SECT 9

Interpretation

9. Section 159GP of the Principal Act is amended:

(a) by omitting from subsection (1) the definitions of "adjusted term",

"eligible notional accrual period", "non-varying element", "notional accrual

amount", "notional accrual period", "taxpayer's yield to redemption" and

"varying element";

(b) by inserting in subsection (1) the following definitions:

"'accrual amount' has the meaning given by subsection 159GQB(1);

'accrual period' has the meaning given by section 159GQA;

'eligible return' has the meaning given by subsection (3);

'implicit interest rate' has the meaning given by subsection 159GQB(2);

'taxpayer's maximum term', in relation to a security held by a taxpayer,

means:

(a) if the security was issued to the taxpayer-the term of the security; or

(b) if the security was transferred to the taxpayer-the part of the term

remaining after the transfer;";

(c) by omitting subsections (4) and (5).

TAXATION LAWS AMENDMENT ACT (No. 2) 1994No. 82, 1994

- SECT 10

Repeal of section and substitution of new sections

10. Section 159GQ of the Principal Act is repealed and the following

sections are substituted:

Tax treatment of holder of qualifying security

Accrual amounts to be worked out

"159GQ.(1) If a taxpayer holds a qualifying security for all or part of a

year of income, the effect on the taxpayer's taxable income is determined by

working out the accrual amount (see section 159GQB) for each accrual period

(see section 159GQA) in the year of income and then summing the accrual

amounts.

Positive sum assessable

"(2) If the sum is a positive amount, the amount is included in the

assessable income of the taxpayer of the year of income.

Negative sum deductible

"(3) If the sum is a negative amount, a deduction of the amount is allowable

in the assessment of the taxpayer of the year of income.

Accrual period

Taxpayer's maximum term to be divided into accrual periods

"159GQA.(1) The taxpayer's maximum term for the qualifying security is

divided into accrual periods in accordance with this section.

Whole year of income

"(2) If a year of income is wholly taken up by any of the taxpayer's maximum

term, the year of income is divided into 2 accrual periods of 6 months.

Beginning of taxpayer's maximum term

"(3) If the taxpayer's maximum term begins after the beginning of the year

of income:

(a) if it begins less than 6 months after the beginning of the year of

income-the period from the beginning of the taxpayer's maximum term until the

middle of the year of income is an accrual period and the second 6 months of

the year of income is an accrual period; and

(b) in any other case-the part of the year of income taken up by the

taxpayer's maximum term is an accrual period.

End of taxpayer's maximum term

"(4) If the taxpayer's maximum term ends before the end of a year of

income:

(a) if it ends no later than 6 months after the beginning of the year of

income-the part of the year of income taken up by the taxpayer's maximum term

is an accrual period; and

(b) in any other case-the first 6 months of the year of income is an accrual

period and the period from the middle of the year of income until the end of

the taxpayer's maximum term is an accrual period.

Example

"(5) For example, if the taxpayer's year of income is a financial year and a

security with a 2 year term is issued to the taxpayer on 1 April, the accrual

periods will be as follows:

1st year of income

2nd year of income

3rd year of income

1 Apr.

1 July

1 Jan.

1 July

1 Jan.

1 Apr.

3 month accrual period

6 month accrual period

6 month accrual period

6 month accrual period

3 month accrual period

Accrual amount

Formula

"159GQB.(1) The 'accrual amount' for an accrual period is worked out using

the formula:

(Implicit interest rate

x Opening balance) - Periodic interest etc.

"Implicit interest rate"

"(2) In the formula in subsection (1), 'Implicit interest rate' means the

rate of interest worked out under section 159GQC (for a fixed return security)

or 159GQD (for a variable return security), properly adjusted to take account

of the case where the accrual period is less than 6 months.

"Opening balance"

"(3) In the formula in subsection (1), 'Opening balance' means the amount

worked out using the formula:

Issue/transfer price

+ Previous accruals - Payments

where:

'Issue/transfer price' means the issue price or transfer price, as the case

requires, of the security; and

'Previous accruals' means:

(a) if paragraph (b) does not apply-the sum, whether positive or negative,

of all accrual amounts for previous accrual periods in the taxpayer's maximum

term; or

(b) if the accrual period is the first in the taxpayer's maximum term-nil;

and

'Payments' means all payments (other than of periodic interest) made or

liable to be made under the security during all previous accrual periods in

the taxpayer's maximum term.

"Periodic interest etc."

"(4) In the formula in subsection (1), 'Periodic interest etc.' means the

sum of:

(a) all periodic interest payments made or liable to be made under the

security during the accrual period, properly adjusted in the case of any

payment made other than at the end of the period; and

(b) if any payments (other than of periodic interest) made or liable to be

made under the security during the accrual period are made or liable to be

made other than at its end-an amount to adjust properly for the making of the

payments other than at the end of the period.

Implicit interest rate for fixed return security

"159GQC. For the purposes of the formula component 'Implicit interest rate'

in subsection 159GQB(1), the rate of interest for a fixed return security in

relation to a taxpayer is the rate of compound interest per period of 6 months

at which:

(a) the sum of the present values of all amounts payable under the security

during the taxpayer's maximum term; equals:

(b) the issue price or the transfer price, as the case requires, of the

security.

Implicit interest rate for variable return security

Implicit interest rate to be recalculated each year etc.

"159GQD.(1) For the purposes of the formula component 'Implicit interest

rate' in subsection 159GQB(1), the rate of interest for a variable return

security must be worked out in accordance with subsection (2) separately for

each year of income during the taxpayer's maximum term. If there are 2 accrual

periods of 6 months in the year of income, the rate is the same for both

periods. It is possible for the rate to be negative.

Rate

"(2) The rate applicable in relation to a year of income is the rate of

compound interest per period of 6 months in the calculation period (see

subsection (3)) at which:

(a) the sum of the present values of all amounts payable under the security

during the calculation period; equals:

(b) the opening balance, mentioned in subsection 159GQB(1), for the accrual

period that begins the calculation period.

"Calculation period"

"(3) The 'calculation period' means the part of the taxpayer's maximum term

that occurs after the beginning of the year of income.

Where amount payable is not known

"(4) For the purposes of paragraph (2)(a), if by the end of the year of

income it is not possible to determine whether an amount will be payable, or

the size of the amount that will be payable, after the end of the year of

income, the determination is to be made by applying subsection (5), (7) or

(11), or a combination of those subsections.

Assumption of constant level

"(5) Subject to subsection (7), if an amount payable is worked out to any

extent by reference to the amount or level, at a particular time, of a rate,

price, index or other thing, it is to be assumed that the rate, price, index

or thing will be the same at all times after the end of the year of income as

it was at the end of the year of income (or, if it was not available at the

end of the year of income, at the time when it was last available in the year

of income).

Examples

"(6) For the purposes of subsection (5):

(a) an example of an amount worked out wholly by reference to the amount of

a rate at a particular time is an interest payment under a floating rate note.

The amount payable is the product of an interest rate indicator (such as the

prevailing bank bill rate) and the face or par value of the note; and

(b) an example of an amount worked out wholly by reference to the amount of

a price at a particular time is a redemption payment under a commodity linked

security where the amount of the payment is the product of the prevailing

price of a commodity (such as gold) and the face or par value of the security.

Assumption of continuing rate of change

"(7) If an amount payable is worked out to any extent by reference to the

amount of change in an index or other thing that occurs during a period, it is

to be assumed that the index or other thing will continue to change at the

same rate as it did:

(a) if the index or other thing was available at the end of the year of

income-during the year of income; or

(b) in any other case-during the period of 12 months in respect of which the

index or other thing was last available in the year of income.

Example

"(8) An example for the purposes of subsection (7) is a payment whose amount

is the product of the face or par value of a security and the percentage

increase in the All Groups Consumer Price Index number (the 'CPI') during the

year ending on 30 June 1995. If the year of income for which the implicit

interest rate is being worked out is the 1993-94 year of income and the CPI

increases by 2% during the year ending on 31 March 1994 (the date of the last

available number during the year of income), the CPI is assumed to increase by

2% during the year ending on 30 June 1995.

Disguised continuing rate of change case

"(9) For the purposes of subsection (7), if an amount payable is worked out

to any extent by reference to the quotient of:

(a) the amount or level of an index or other thing at a particular time;

and

(b) either:

(i) the amount or level of the index or other thing at a different

time; or

(ii) another amount that, while not expressed to be the amount or

level of the index or other thing at a different time, may reasonably be

regarded as representing the amount or level of the index or other thing at a

different time;

the amount payable is taken to be worked out to that extent by reference to

the amount of change in the index or other thing that occurs during the period

between the 2 times.

Example

"(10) An example for the purposes of subsection (9) is a payment under a

security issued in December 1994 that is worked out by multiplying a number of

dollars by the quotient of:

(a) the All Groups Consumer Price Index number in respect of the quarter

ending on 31 December 1997; and

(b) the number 114.

Assume that the number in paragraph (b) is the same as the All Groups Consumer

Price Index number in respect of the quarter ending on 31 December 1994. In

this case, it would be reasonable to regard the number as representing the

amount of the index at 31 December 1994, and therefore to apply subsection

(7).

General assumption

"(11) If it is not possible to make the determination mentioned in

subsection (4) in respect of the whole or part of any amount by applying

subsection (5) or (7), or both, (for example, because no information about a

rate, price or index was available during the year of income), the

determination in respect of that whole or part is to be made on the basis of

what is most likely in the circumstances.".

TAXATION LAWS AMENDMENT ACT (No. 2) 1994No. 82, 1994

- SECT 11

Consequences of actual payments

11. Section 159GR of the Principal Act is amended:

(a) by omitting from paragraphs (1)(a) and (b) "or subsection (2) of this

section";

(b) by omitting subsection (2).

TAXATION LAWS AMENDMENT ACT (No. 2) 1994No. 82, 1994

- SECT 12

Balancing adjustments on transfer of qualifying security

12. Section 159GS of the Principal Act is amended by omitting from

paragraphs (3)(c) and (d) "sections 159GQ and 159GR" and substituting "section

159GQ".

TAXATION LAWS AMENDMENT ACT (No. 2) 1994No. 82, 1994

- SECT 13

Tax treatment of issuer of a qualifying security

13. Section 159GT of the Principal Act is amended:

(a) by omitting subsection (1) and substituting the following subsections:

"(1) Subsections (1A) and (1B) apply if a taxpayer is an issuer of a

qualifying security to which this section applies during a period (the 'issuer

period') comprising the whole or part of a year of income.

"(1A) If, on the assumptions in subsection (1C), an amount would be included

in the taxpayer's assessable income of the year of income in respect of the

issuer period, then, subject to this section, the taxpayer is entitled to a

deduction in his or her assessment for the year of income equal to that

amount.

"(1B) If, on the assumptions in subsection (1C), a deduction would be

allowable in the taxpayer's assessment for the year of income, then an amount

equal to the deduction is included in the taxpayer's assessable income of the

year of income.

"(1C) For the purposes of subsections (1A) and (1B), the assumptions are

that:

(a) the security was issued to the taxpayer (rather than the taxpayer being

the issuer of the security); and

(b) the taxpayer held the security during the whole of the issuer period;

and

(c) the taxpayer did not transfer the security at the end of the issuer

period; and

(d) sections 159GW, 159GX and 159GY were not enacted.";

(b) by omitting from subsection (2) "(1)" and substituting "(1A)";

(c) by omitting subsection (4).

TAXATION LAWS AMENDMENT ACT (No. 2) 1994No. 82, 1994

- SECT 14

Effect of Division in relation to non-residents

14. Section 159GW of the Principal Act is amended:

(a) by adding at the end of paragraph (1)(a) "and";

(b) by omitting paragraph (1) (b).

TAXATION LAWS AMENDMENT ACT (No. 2) 1994No. 82, 1994

- SECT 15

Effect of Division where certain payments not assessable

15. Section 159GX of the Principal Act is amended by omitting "or 159GR".

TAXATION LAWS AMENDMENT ACT (No. 2) 1994No. 82, 1994

- SECT 16

Effect of Division where qualifying security is trading stock

16. Section 159GY of the Principal Act is amended:

(a) by adding at the end of paragraph (a) "or";

(b) by omitting paragraph (b).

Subdivision C - Consequential amendments

TAXATION LAWS AMENDMENT ACT (No. 2) 1994No. 82, 1994

- SECT 17

Bad debts

17. Section 63 of the Principal Act is amended by omitting from subsection

(1A) "or 159GR" (wherever occurring).

TAXATION LAWS AMENDMENT ACT (No. 2) 1994No. 82, 1994

- SECT 18

Infrastructure borrowings to be non-assessable and non-deductible

18. Section 159GZZZZE of the Principal Act is amended by omitting paragraph

(2)(b).

TAXATION LAWS AMENDMENT ACT (No. 2) 1994No. 82, 1994

- SECT 19

Interpretation

19. Section 221YHZA of the Principal Act is amended by omitting paragraph

(2B)(b) and substituting the following paragraph:

"(b) so much of a payment that became payable at the end of the term of the

investment as does not exceed:

(i) the amount that, under section 159GQ, would have been included

in the investor's assessable income for the year of income in which the end of

the term occurred;

if:

(ii) any adoption of an accounting period in lieu of a year of

income were ignored for the purposes of this paragraph and the application of

Division 16E of Part III in relation to this paragraph.".

TAXATION LAWS AMENDMENT ACT (No. 2) 1994No. 82, 1994

- SECT 20

Credits in respect of amounts assessed under Division 16E of Part III

20. Section 221YSA of the Principal Act is amended by omitting from

paragraph (4)(a) "or 159GR".

Subdivision D - Application

TAXATION LAWS AMENDMENT ACT (No. 2) 1994No. 82, 1994

- SECT 21

Application

21. The amendments made by this Division apply in relation to qualifying

securities issued after 27 January 1994.

Division 3 - Amendments to exclude accruals assessability of certain

securities

TAXATION LAWS AMENDMENT ACT (No. 2) 1994No. 82, 1994

- SECT 22

Object

22. The object of this Division is to exclude certain securities issued in a

series from the application of the accruals assessability provisions of

Division 16E of Part III of the Principal Act.

TAXATION LAWS AMENDMENT ACT (No. 2) 1994No. 82, 1994

- SECT 23

Interpretation

23. Section 159GP of the Principal Act is amended:

(a) by inserting after paragraph (b) of the definition of "qualifying

security" in subsection (1) the following paragraph:

"(ba) that is not part of an exempt series (see subsection (9A));";

(b) by inserting after subsection (9) the following subsections:

"(9A) For the purposes of paragraph (ba) of the definition of 'qualifying

security' in subsection (1), if:

(a) after 16 December 1984, a person issues a security (the 'first in the

series') that is not a qualifying security; and

(b) during the period from the end of 16 December 1984 until the issuing of

the first in the series, the person did not issue any qualifying security with

exactly the same payment dates, payment amounts and other terms as the first

in the series; and

(c) after issuing the first in the series, the person issues another

security (the 'later security') with exactly the same payment dates, payment

amounts and other terms as the first in the series; the later security is

'part of an exempt series'.

"(9B) In determining for the purposes of paragraph (9A)(b) or (c) whether a

security has exactly the same other terms as another security, the fact that

the first-mentioned security has a different issue price than the

second-mentioned security is to be disregarded.".

TAXATION LAWS AMENDMENT ACT (No. 2) 1994No. 82, 1994

- SECT 24

Application

24. The amendments made by this Division apply to securities issued after 16

December 1984.

Division 4 - Amendments relating to capital gains tax

Subdivision A - Share value shifting arrangements

TAXATION LAWS AMENDMENT ACT (No. 2) 1994No. 82, 1994

- SECT 25

Object

25. The object of this Subdivision is to remove the capital gains tax

advantages of share value shifting arrangements.

TAXATION LAWS AMENDMENT ACT (No. 2) 1994No. 82, 1994

- SECT 26

Insertion of new Division

26. After Division 19A of Part IIIA of the Principal Act the following

Division is inserted:

"Division 19B-Share value shifting arrangements

Object

"160ZZRI. The object of this Division is to remove the capital gains tax

advantages of share value shifting arrangements.

Simplified outline

"160ZZRJ. The following diagram is a simplified outline of this Division:

Division applies if:

* the value of shares of a taxpayer or an associate is shifted under

an arrangement involving a company and the taxpayer

* the taxpayer is the controller of the company at some time in the

course of the arrangement

* the value shifted from the shares is material

Consequences to the extent that value shift is to pre-CGT shares:

possible deemed capital gain in respect of decreased value shares

cost base reduction for decreased value shares, to take account of

value shifted

Consequences to the extent that value shift is to post-CGT shares:

possible deemed capital gain in respect of decreased value shares of

different person

cost base reduction for decreased value shares of same or different

person, to take account of value shifted

if material increase in increased value shares, cost base increase

for those shares, to take account of value shifted

List of definitions

"160ZZRK. The following is a list of expressions defined for the purposes of

this Division and their location:

arrangement

subsection 160ZZRM(3)

associate

subsection 160ZZRN(2)

controller

subsection 160ZZRN(1)

decreased value share

paragraph 160ZZRM(1)(b)

different person share

paragraph 160ZZRQ(2)(a)

entity

subsection 160ZZRN(2)

group

subsection 160ZZRN(2)

increase

subparagraph 160ZZRM(1)(c)(ii)

increased value share

paragraph 160ZZRM(1)(c)

material decrease

subsection 160ZZRO(1)

material increase

subsection 160ZZRO(2)

post-CGT share

subsection 160ZZRM(6)

pre-CGT share

subsection 160ZZRM(5)

same person share

paragraph 160ZZRQ(6)(b)

share

subsection 160ZZRM(4)

share value shift

subsection 160ZZRM(1)

total market value increase

subsection 160ZZRO(3).

Requirements for Division to apply

"160ZZRL. In order for the operative provisions of this Division (sections

160ZZRP and 160ZZRQ) to apply, the following requirements must be satisfied:

(a) first, a share value shift must take place under an arrangement

involving a company and a taxpayer (see section 160ZZRM);

(b) secondly, the taxpayer must be a controller (see subsection 160ZZRN(1))

of the company at some time during the period beginning when the arrangement

is entered into and ending when it has been implemented;

(c) thirdly, there must be a material decrease (see subsection 160ZZRO(1))

in the market value of a share involved in the share value shift.

Share value shift under an arrangement

"Share value shift"

"160ZZRM.(1) A 'share value shift' takes place under an arrangement (see

subsection (3)) involving a company and a taxpayer if:

(a) under the arrangement, the company, the taxpayer or an associate of the

taxpayer, either alone or with one or more other persons, does something in

relation to a share or shares (including issuing a share or shares) in the

company (for example, changing voting rights attached to a share, buying-back

shares or issuing new shares at a discount on their market value); and

(b) at the same time as, or after, the thing is done, one or more shares

(each of which is a 'decreased value share') in the company (whether or not

shares to which paragraph (a) applies) that are post-CGT shares held by the

taxpayer or an associate of the taxpayer decrease in market value; and

(c) at the same time as, or after, the thing is done, either or both of the

following happen:

(i) one or more existing shares (each of which is an 'increased

value share') in the company (whether post-CGT shares or pre-CGT shares and

whether or not shares to which paragraph (a) applies) held by:

(A) in any case-the taxpayer or an associate of the taxpayer; or

(B) if any decreased value share was held by an associate of the

taxpayer-an associate of that associate;

increase in market value; or

(ii) one or more new shares (each of which is also an 'increased

value share') in the company are issued to:

(A) in any case-the taxpayer or an associate of the taxpayer; or

(B) if any decreased value share was held by an associate of the

taxpayer-an associate of that associate;

where the market value of each new share exceeds the consideration (if any)

given by the taxpayer or other person for its issue (the excess is referred to

in this Division as an 'increase' in its market value); and

(d) it is reasonable to conclude that the decrease and increase were caused

by the doing of the thing mentioned in paragraph (a).

Increase or decrease partly due to arrangement

"(2) If it is reasonable to conclude that an increase or decrease in the

market value of one or more shares is partly caused by the doing of the thing

under the arrangement and partly caused by something else, subsection (1)

applies to the decrease or increase to the extent only that it is reasonable

to conclude that the decrease or increase is caused by the doing of the thing

under the arrangement.

"Arrangement"

"(3) An 'arrangement' is:

(a) any arrangement, agreement, understanding, promise or undertaking,

whether express or implied and whether or not enforceable, or intended to be

enforceable, by legal proceedings; or

(b) any scheme, plan, proposal, action, course of action, or course of

conduct, whether of one person or more than one person.

"Share"

"(4) The expression 'share' includes:

(a) an interest in a share; or

(b) a right or option (including a contingent right or option) to acquire a

share or an interest in a share.

"Pre-CGT share"

"(5) A share is a 'pre-CGT share' if it was acquired by the shareholder

before 20 September 1985.

"Post-CGT share"

"(6) A share is a 'post-CGT share' if it was acquired by the shareholder on

or after 20 September 1985.

Controller of a company etc.

"Controller"

"160ZZRN.(1) A taxpayer is a 'controller' of a company if:

(a) the taxpayer has an associate-inclusive control interest in the company

of not less than 50%; or

(b) both the following subparagraphs apply:

(i) the taxpayer has an associate-inclusive control interest in

the company of not less than 40%;

(ii) the company is not controlled by a group of entities other

than a group consisting of or including the taxpayer or any of the taxpayer's

associates; or

(c) the taxpayer controls the company, either alone or together with an

associate or associates.

"Associate", "entity" and "group"

"(2) The expressions 'associate', 'entity' and 'group' have the same

respective meanings as in Part X.

"Associate-inclusive control interest"

"(3) Subject to the modifications in subsection (4), whether a taxpayer has

an associate-inclusive control interest of not less than 50%, or not less than

40%, in a company is to be determined by applying Division 3 of Part X.

Modifications of applied provisions

"(4) The modifications are as follows:

(a) that Division 3 of Part X applies for the purpose of determining the

associate-inclusive control interests in a company whether or not in the

capacity of trustee;

Note: The expression 'company' in Part X does not include a company in the

capacity of trustee.

(b) that the purpose of making the determination is one of the purposes for

which subsection 349(4) is to be applied;

(c) that subsections 350(6) and (7) and 355(1) do not apply;

(d) that the reference in subsection 352(2) to a CFE is a reference to:

(i) a company of which the taxpayer or an associate is a

controller; or

(ii) a partnership; or

(iii)

a trust;

(e) that references in section 354 to a CFP are references to any

partnership;

(f) that references in section 355 to a CFT are references to any trust.

"Material decrease", "material increase" and "total market value increase"

"Material decrease"

"160ZZRO.(1) A decrease (the 'current decrease') in the market value of a

share involved in a share value shift is a 'material decrease' if:

(a) the sum of the percentage of the current decrease and the percentages of

all other decreases (if any) in the market value of the share as a result of

share value shifts under the same arrangement (whether before or after the

current decrease) is at least 5%; or

(b) the sum of all decreases in the market value of all shares whose market

value is decreased as a result of share value shifts at any time under the

same arrangement is at least $100,000.

"Material increase"

"(2) An increase (the 'current increase') in the market value of a share

involved in a share value shift is a 'material increase' if:

(a) the sum of the percentage of the current increase and the percentages of

all other increases (if any) in the market value of the share as a result of

share value shifts under the same arrangement (whether before or after the

current increase) is at least 5%; or

(b) the sum of all increases in the market value of all shares whose market

value is increased as a result of share value shifts at any time under the

same arrangement is at least $100,000.

"Total market value increase"

"(3) The 'total market value increase' in respect of an arrangement under

which one or more share value shifts take place is the sum of:

(a) all increases in market value of all shares whose market value is

increased as a result of the share value shifts; and

(b) all increases in market value of all other shares whose market value is

increased, where it is reasonable to conclude that the doing of the thing

mentioned in paragraph 160ZZRM(1)(a) in relation to any of the share value

shifts caused the increase.

Consequences of value shift to pre-CGT share

Section sets out consequences

"160ZZRP.(1) If the requirements of section 160ZZRL are satisfied and a

particular increased value share is a pre-CGT share, the following are the

consequences.

Deemed capital gain

"(2) If:

(a) in respect of each decreased value share for which there was a material

decrease in market value, this Part were applied on the following

assumptions:

(i) that a part of the share had been disposed of by its holder

immediately after the decrease in value of the share;

(ii) that the consideration for the disposal was an amount worked

out using the formula:

Increase in market value of

x Decrease in market value of

particular increased value share

decreased value share

Total market value increase

(iii) that the cost base or indexed cost base of the part was the

amount worked out by multiplying the amount that would be the cost base or

indexed cost base for the whole of the share if it were being disposed of at

the time, by the fraction worked out using the formula:

Amount worked out under subparagraph (ii)

Market value of the share immediately before the decrease

and

(b) as a result a capital gain would accrue to the holder; then, for the

purposes of this Act, a capital gain of that amount is taken to accrue to the

holder for the year of income in respect of the disposal of an asset (even

though no asset was actually disposed of).

Adjustment to acquisition consideration etc. for decreased value share

"(3) Regardless of whether subsection (2) applies, for the purposes of any

application of this Part to a later disposal by the holder of any decreased

value share for which there was a material decrease in market value:

(a) all amounts that, under section 160ZH (which deals with cost base,

indexed cost base and reduced cost base) are attributable to the share in

relation to the period before the decrease in value took place;

are taken to be reduced by:

(b) the fraction worked out using the formula:

Increase in market value of

. Decrease in market value of

particular increased value share

x decreased value share

Total market value increase

Market value of decreased

value share immediately

before the decrease

Consequences of value shift to post-CGT share

Section sets out consequences

"160ZZRQ.(1) If the requirements of section 160ZZRL are satisfied and a

particular increased value share is a post-CGT share, the following are the

consequences.

Deemed capital gain

"(2) If:

(a) in respect of each decreased value share (a 'different person share'):

(i) held by a person other than the holder of the particular

increased value share; and

(ii) for which there was a material decrease in market value;

this Part were applied on the following assumptions:

(iii) that a part of the different person share had been disposed

of by its holder immediately after the decrease in value of the share;

(iv) that the consideration for the disposal was an amount worked

out using the formula:

Increase in market value of

x Decrease in market value of

of particular increased

different person share

value share

Total market value increase

(v) that the cost base or indexed cost base of the part was the

amount worked out by multiplying the amount that would be the cost base or

indexed cost base for the whole of the share if it were being disposed of at

the time, by the fraction worked out using the formula:

Amount worked out under subparagraph (iv)

Market value of the share immediately before the decrease

and

(b) as a result a capital gain would accrue to the holder; then, for the

purposes of this Act, a capital gain of that amount is taken to accrue to the

holder for the year of income in respect of the disposal of an asset (even

though no asset was actually disposed of).

Adjustment to acquisition consideration etc. for decreased value share

"(3) For the purpose of any application of this Part to a later disposal by

the holder of any decreased value share for which there was a material

decrease in market value:

(a) all amounts that, under section 160ZH (which deals with cost base,

indexed cost base and reduced cost base) are attributable to any such share in

relation to the period before the decrease in value took place;

are taken to be reduced by:

(b) the fraction worked out using the formula:

Increase in market value of

x Decrease in market value of

particular increased value share

decreased value share

Total market value increase

Market value of decreased value

share immediately before the

decrease.

Adjustment to cost base expenditure for increased value share

"(4) If there is a material increase (see subsection 160ZZRO(2)) in the

market value of the particular increased value share then, for the purposes of

any application of this Part to a later disposal of the particular increased

value share by the holder, the holder is taken to have incurred in relation to

the share, at the time of the increase in its market value, expenditure to

which paragraph 160ZH(1)(c), (2)(c) or (3)(c) applies that is equal to the sum

of the amounts qualifying under subsections (5) and (6) of this section.

Deemed expenditure referable to decreased value shares of different persons

"(5) One amount qualifying for the purposes of subsection (4) is the smaller

of the following:

(a) the amount worked out by multiplying the increase in market value of the

particular increased value share, to the extent that the increase is reflected

in its market value at the time of the later disposal, by the following

fraction:

Sum of decreases in market value of all different person shares

Sum of decreases in market value of all decreased value shares;

(b) the sum of the amounts worked out for each different person share using

the following formula:

Increase in market value of

x Decrease in market value

particular increased value share

of different person share

Total market value increase.

Deemed expenditure referable to decreased value shares of same person

"(6) The other amount qualifying for the purposes of subsection (4) is the

smallest of the following:

(a) the amount worked out by multiplying the increase in market value of the

particular increased value share, to the extent that the increase is reflected

in its market value at the time of the later disposal, by the following

fraction:

1 - fraction in paragraph (5)(a);

(b) the sum of the amounts worked out for each share (a 'same person

share'):

(i) held by the person who holds the particular increased value

share; and

(ii) for which there was a material decrease in market value;

using the following formula:

Increase in market value of

x Decrease in market value

particular increased value share

of same person share

Total market value increase

(c) the sum of the amounts of reductions that would result from the

application of subsection (3) if that subsection applied only to same person

shares.".

TAXATION LAWS AMENDMENT ACT (No. 2) 1994No. 82, 1994

- SECT 27

Keeping of records

27. Section 160ZZU of the Principal Act is amended by omitting paragraph

(1)(b) and substituting the following paragraph:

"(b) if the asset has not been disposed of:

(i) in any case-any amount that would, if the asset were disposed

of, form part of the cost base to the person in respect of the asset; and

(ii) if the asset is a share whose market value has suffered a

material decrease under an arrangement where the requirements of section

160ZZRL (which deals with share value shifting arrangements) are satisfied:

(A) the essential features of the arrangement; and

(B) the dates of the decreases in market value of all shares

involved in share value shifts under the arrangement; and

(C) the amounts of the decreases in market value of all shares

involved in share value shifts under the arrangement; and

(D) the amounts of the increases in market value of all shares

involved in share value shifts under the arrangement and of any other shares

covered by paragraph 160ZZRO(3)(b); and

(E) any amount that would, if the share were disposed of at the

time of the decrease in market value, form part of the cost base to the person

in respect of the asset; and".

TAXATION LAWS AMENDMENT ACT (No. 2) 1994No. 82, 1994

- SECT 28

Application

28. The amendments made by this Subdivision apply to arrangements where the

decrease in market value and increase in market value occur after 12 noon, by

legal time in the Australian Capital Territory, on 12 January 1994.

Subdivision B - Creation or conversion of trusts

TAXATION LAWS AMENDMENT ACT (No. 2) 1994No. 82, 1994

- SECT 29

Object

29. The object of this Subdivision is to clarify the capital gains tax

provisions of the Principal Act in relation to the creation of trusts and the

conversion of trusts into unit trusts.

TAXATION LAWS AMENDMENT ACT (No. 2) 1994No. 82, 1994

- SECT 30

What constitutes a disposal or acquisition

30. Section 160M of the Principal Act is amended:

(a) by inserting in subsection (1A) ", subject to paragraphs (3)(a) and

(aa)," after "that";

(b) by omitting paragraph (3)(a) and substituting the following paragraphs:

"(a) the creation of a trust, by declaration or settlement, over the asset,

other than where either:

(i) all of the following sub-subparagraphs apply:

(A) the person who owned the asset immediately before the

creation of the trust is the sole beneficiary of the trust;

(B) that person is absolutely entitled to the asset as against

the trustee or would, but for a legal disability, be so entitled;

(C) the trust is not a unit trust; or

(ii) all of the following sub-subparagraphs apply:

(A) the trust is created by the transfer of an asset to a trust

from another trust;

(B) the beneficiaries of the trusts are identical;

(C) the terms of the trusts, including the interest of each

beneficiary in the income and corpus of the trusts, are identical;

(aa) the conversion of a trust over an asset to a unit trust where:

(i) the trust is not an existing unit trust; and

(ii) immediately before the conversion, a person was absolutely

entitled to the asset as against the trustee or would, but for a legal

disability, have been so entitled;";

(c) by inserting after subsection (3) the following subsection:

"(3A) For the purposes of paragraph (3)(a), the transfer of an asset to a

trust is taken to be the creation, by settlement, of a trust over the

asset.";

(d) by inserting after subsection (4) the following subsections:

"(4A) Subsection (4B) applies if:

(a) a change in the ownership of an asset results from the application of

paragraph (3)(a); and

(b) the person who owned the asset immediately before the creation of the

trust is the trustee of the trust; and

(c) immediately after the change, no beneficiary is absolutely entitled to

the asset as against the trustee.

"(4B) If this subsection applies, then, for the purposes of the application

of this Part to any later disposal of the asset by the trustee, the cost base,

indexed cost base or reduced cost base of the asset is the amount that would

apply if the trustee had acquired the asset, at the time of the change in

ownership resulting from the application of paragraph (3)(a), for a

consideration equal to its market value at that time.".

TAXATION LAWS AMENDMENT ACT (No. 2) 1994No. 82, 1994

- SECT 31

Disposals by bare trustees and persons enforcing securities

31. Section 160V of the Principal Act is amended by inserting after

subsection (1A) the following subsection:

"(1B) For the avoidance of doubt, nothing in subsection (1) has the effect

that a change in the ownership of an asset under paragraph 160M(3)(a) or (aa)

is not taken to have occurred.".

TAXATION LAWS AMENDMENT ACT (No. 2) 1994No. 82, 1994

- SECT 32

Application

32. The amendments made by this Subdivision apply to creation of trusts, or

conversions of trusts into unit trusts, after 12 noon, by legal time in the

Australian Capital Territory, on 12 January 1994.

TAXATION LAWS AMENDMENT ACT (No. 2) 1994No. 82, 1994

- SECT 33

Transitional

33. The amendments made by this Subdivision are to be disregarded in

determining the application of Part IIIA of the Principal Act in relation to

disposals of assets at or before 12 noon, by legal time in the Australian

Capital Territory, on 12 January 1994.

Subdivision C - Transfers between related companies

TAXATION LAWS AMENDMENT ACT (No. 2) 1994No. 82, 1994

- SECT 34

Object

34. The object of this Subdivision is to amend the capital gains tax

provisions of the Principal Act to allow roll-over relief for transfers of

assets between related companies.

TAXATION LAWS AMENDMENT ACT (No. 2) 1994No. 82, 1994

- SECT 35

Securities lending arrangements

35. Section 26BC of the Principal Act is amended by omitting "160ZZO" from

the definition of "subsidiary" in subsection (1) and substituting "160G".

TAXATION LAWS AMENDMENT ACT (No. 2) 1994No. 82, 1994

- SECT 36

Application

36. Section 160ZYK of the Principal Act is amended by omitting

sub-subparagraph (b)(ii)(B) and substituting the following sub-subparagraph:

"(B) the issuing company is, or but for the issue of the rights would be,

related to the company referred to in paragraph (a) when the rights are

issued; and".

TAXATION LAWS AMENDMENT ACT (No. 2) 1994No. 82, 1994

- SECT 37

Application

37. Section 160ZYR of the Principal Act is amended by omitting

sub-subparagraph (b)(ii)(B) and substituting the following sub-subparagraph:

"(B) the issuing company is, or but for the issue of the options would be,

related to the company referred to in paragraph (a) when the options are

issued; and".

TAXATION LAWS AMENDMENT ACT (No. 2) 1994No. 82, 1994

- SECT 38

Transfer of asset between related companies

38. Section 160ZZO of the Principal Act is amended:

(a) by omitting from paragraph (1)(b) "a group company in relation to the

transferor in relation to the year of income in which the disposal took" and

substituting "related to the transferor when the disposal takes";

(b) by omitting subsections (3) to (8B) (inclusive).

TAXATION LAWS AMENDMENT ACT (No. 2) 1994No. 82, 1994

- SECT 39

Interpretation

39. Section 160ZZRA of the Principal Act is amended by omitting "160ZZO"

from the definition of "subsidiary" and substituting "160G".

TAXATION LAWS AMENDMENT ACT (No. 2) 1994No. 82, 1994

- SECT 40

When companies under common ownership

40. Section 160ZZRB of the Principal Act is amended by omitting from

paragraph (a) "a group company (within the meaning of section 160ZZO) in

relation" and substituting "related".

TAXATION LAWS AMENDMENT ACT (No. 2) 1994No. 82, 1994

- SECT 41

Disposal of shares or interest in trust

41. Section 160ZZT of the Principal Act is amended by omitting from

paragraph (4)(d) "a group company (within the meaning of section 160ZZO) in

relation to the transferor in relation to the year of income in which the

disposal took" and substituting "related to the transferor when the disposal

takes".

TAXATION LAWS AMENDMENT ACT (No. 2) 1994No. 82, 1994

- SECT 42

Keeping of records

42. Section 160ZZU of the Principal Act is amended by omitting from

paragraph (3)(b) "160ZZO" (first occurring) and substituting "160ZZOA".

TAXATION LAWS AMENDMENT ACT (No. 2) 1994No. 82, 1994

- SECT 43

Application

43.(1) The amendments made by section 35 apply in relation to disposals that

occur during the 1993-94 year of income, or a later year of income, of the

lender.

(2) The amendments made by section 36 apply in relation to issues of rights

that occur during the 1993-94 year of income, or a later year of income, of

the shareholder.

(3) The amendments made by section 37 apply in relation to issues of options

that occur during the 1993-94 year of income, or a later year of income, of

the shareholder.

(4) The amendments made by sections 38, 39, 40 and 41 apply in relation to

disposals that occur during the 1993-94 year of income, or a later year of

income, of the transferor.

(5) The amendments made by section 42 apply in relation to acquisitions that

occur during the 1993-94 year of income, or a later year of income, of the

transferee.

Subdivision D - Companies ceasing to be related

TAXATION LAWS AMENDMENT ACT (No. 2) 1994No. 82, 1994

- SECT 44

Object

44. The object of this Subdivision is to exclude certain company group

break-ups involving sub-groups from the capital gains tax provisions of the

Principal Act in relation to companies ceasing to be related after obtaining

roll-over relief.

TAXATION LAWS AMENDMENT ACT (No. 2) 1994No. 82, 1994

- SECT 45

Companies ceasing to be related after section 160ZZO application

45. Section 160ZZOA of the Principal Act is amended:

(a) by inserting after paragraph (1)(c) the following word and paragraph:

"and (ca) the cessation referred to in paragraph (c) is not an eligible

sub-group break-up;";

(b) by omitting from paragraph (2)(c) "160ZZO" and substituting "160G";

(c) by adding at the end of subsection (2) the following word and

paragraphs:

"; and (e) if a company has one or more subsidiaries, the company and all of

the subsidiaries of the company are a 'sub-group' and the company is the

'holding company'; and

(f) a cessation referred to in paragraph (1)(c) is an 'eligible sub-group

break-up' if:

(i) the company referred to in paragraph (1)(c) is a member of a

sub-group at the time of the group roll-over disposal referred to in that

paragraph; and

(ii) the transferor and the transferee referred to in section

160ZZO:

(A) if sub-subparagraph (B) does not apply-in relation to the

group roll-over disposal; or

(B) if the group roll-over disposal was one of a series of group

roll-over disposals-in relation to each of the group roll-over disposals in

the series; were members of the sub-group at the time of the group roll-over

disposal concerned; and

(iii) if the company is the holding company of the sub-group -

immediately after the cessation, none of the shares in the company are held by

the ultimate holding company or by a company that is related to the ultimate

holding company; and

(iv) if the company is not the holding company of the sub-group -

immediately after the cessation, none of the shares in the company or in the

holding company are held by the ultimate holding company or by a company that

is related to the ultimate holding company.".

TAXATION LAWS AMENDMENT ACT (No. 2) 1994No. 82, 1994

- SECT 46

Application

46. Section 56 of the Taxation Laws Amendment Act 1993 applies in the same

way to the amendments made by this Subdivision as it applied to the amendments

made by Division 15 of Part 3 of that Act.

Subdivision E - Government incentive schemes

TAXATION LAWS AMENDMENT ACT (No. 2) 1994No. 82, 1994

- SECT 47

Object

47. The object of this Subdivision is to exclude from the capital gains tax

provisions of the Principal Act the disposal of certain rights under

prescribed government incentive schemes.

TAXATION LAWS AMENDMENT ACT (No. 2) 1994No. 82, 1994

- SECT 48

Part applies in respect of disposals of assets

48. Section 160L of the Principal Act is amended by inserting after

subsection (6) the following subsections:

"(6A) This Part does not apply to a disposal (other than a disposal by way

of assignment) by a taxpayer of a right to reimbursement, or to payment, under

a scheme, of expenses of the taxpayer in participating in the scheme where the

scheme is:

(a) established by the Commonwealth, a State or a Territory or by an

authority of the Commonwealth, of a State or of a Territory; and

(b) prescribed for the purposes of this subsection under regulations

applying to the time of the disposal (whether the regulations concerned are

made before or after the time of the disposal).

"(6B) Nothing in section 170 prevents the amendment of an assessment for the

purpose of giving effect to subsection (6A).".

TAXATION LAWS AMENDMENT ACT (No. 2) 1994No. 82, 1994

- SECT 49

Application

49. The amendment made by this Subdivision applies in relation to disposals

before, at or after the commencement of this section.

Subdivision F - Amendment of assessments

TAXATION LAWS AMENDMENT ACT (No. 2) 1994No. 82, 1994

- SECT 50

Object

50. The object of this Subdivision is to amend the Principal Act to ensure

that amended assessments may be made at any time to give effect to various

capital gains tax provisions.

TAXATION LAWS AMENDMENT ACT (No. 2) 1994No. 82, 1994

- SECT 51

Time of disposal and acquisition

51. Section 160U of the Principal Act is amended by adding at the end the

following subsection:

"(10) Section 170 does not prevent the amendment of an assessment at any

time to give effect to subsection (3) or (8) where the time of an acquisition

or disposal is taken to have been before the making of the assessment.".

TAXATION LAWS AMENDMENT ACT (No. 2) 1994No. 82, 1994

- SECT 52

Amendment of assessments

52. Section 170 of the Principal Act is amended by inserting after

subsection (9C) the following subsection:

"(9D) This section does not prevent the amendment of an assessment at any

time if the amendment is made, in relation to a contract that after the making

of the assessment is found to be void ab initio, to ensure that Part IIIA is

taken always to have applied to the contract as if the contract had never been

made.".

TAXATION LAWS AMENDMENT ACT (No. 2) 1994No. 82, 1994

- SECT 53

Application

53.(1) Subject to subsection (2), the amendments made by this Subdivision

apply to assessments made at any time.

(2) The amendments made by this Subdivision do not permit the amendment of

an assessment if:

(a) the amendment of the assessment would effect an increase in the

liability of a taxpayer under the assessment; and

(b) as at the end of 11 January 1994, the Commissioner was prevented by

section 170 of the Principal Act from amending the assessment.

Subdivision G - Taxable Australian assets

TAXATION LAWS AMENDMENT ACT (No. 2) 1994No. 82, 1994

- SECT 54

Object

54. The object of this Subdivision is to amend the capital gains tax

provisions of the Principal Act to provide for the apportionment of gains or

losses in relation to certain assets that are only used in Australia for a

part of the time when they are owned.

TAXATION LAWS AMENDMENT ACT (No. 2) 1994No. 82, 1994

- SECT 55

Insertion of new section

55. After section 160ZA of the Principal Act the following section is

inserted:

Reduction of capital gains and capital losses for certain taxable Australian

assets

"160ZAA. If:

(a) the disposal of an asset is covered by paragraph 160T(1)(b), but not by

any other paragraph of subsection 160T(1); and

(b) the taxpayer used the assets in the way described in that paragraph for

only part of the period (the 'ownership period') starting when the taxpayer

acquired the asset and ending when the taxpayer disposed of the asset; and

(c) a capital gain has accrued to the taxpayer, or the taxpayer has incurred

a capital loss, in respect of the disposal; the amount of the capital gain, or

of the capital loss, (as the case may be) is taken to be:

Amount of the gain or loss

x Number of days the asset was

referred to in paragraph (c)

used in the way described in

paragraph 160T(1)(b)

Number of days in the ownership

period.".

TAXATION LAWS AMENDMENT ACT (No. 2) 1994No. 82, 1994

- SECT 56

Application

56. The amendment made by this Subdivision applies in relation to disposals

of assets after 12 noon, by legal time in the Australian Capital Territory, on

12 January 1994.

Subdivision H - Transfer of group company losses

TAXATION LAWS AMENDMENT ACT (No. 2) 1994No. 82, 1994

- SECT 57

Object

57. The object of this Subdivision is to amend the capital gains tax

provisions of the Principal Act in relation to the transfer of net capital

losses within a company group.

TAXATION LAWS AMENDMENT ACT (No. 2) 1994No. 82, 1994

- SECT 58

Transfer of net capital loss within company group

58. Section 160ZP of the Principal Act is amended:

(a) by inserting in subsection (13) "any payments covered by subsection (12)

and to" after "having regard to";

(b) by adding at the end the following subsections:

"(14) Where:

(a) an amount has been specified by the loss company in an agreement under

paragraph (7)(c); and

(b) either:

(i) a company (the 'parent company') that is a group company in

relation to the gain company in relation to the gain year holds shares in

another company that is such a group company, being shares that were acquired

by the parent company after 19 September 1985; or

(ii) a company (the 'creditor company') that is a group company in

relation to the gain company in relation to the gain year is owed a debt by

another company that is such a group company in respect of a loan made to that

other company, being a debt that commenced to be owed to the creditor company

after 19 September 1985; and

(c) either:

(i) the other company referred to in subparagraph (b)(i) or (ii),

as the case may be, is the gain company; or

(ii) the money paid to acquire the shares or the money lent, as

the case may be, has indirectly, through one or more interposed companies,

trusts or partnerships, been applied in the acquisition of shares in the gain

company by a company that is a group company in relation to the gain company

in relation to the gain year or in the making of a loan to the gain company by

a company that is such a group company;

the cost base, the indexed cost base or the reduced cost base, as the case may

be, to the parent company of the shares or to the creditor company of the debt

is increased by such amount as is appropriate having regard to any payments

covered by subsection (12) and to the direct or indirect interest of the

parent company or creditor company in the gain company.

"(15) The amount of the increase under subsection (14) in the cost base, the

indexed cost base or the reduced cost base, as the case may be, to the parent

company of the shares, or to the creditor company of the debt, is not to

exceed the increase in the market value of the shares or the debt that results

from the capital loss being taken to have been incurred by the gain company.".

TAXATION LAWS AMENDMENT ACT (No. 2) 1994No. 82, 1994

- SECT 59

Application

59. The amendments made by this Subdivision apply in relation to amounts

specified in agreements made under paragraph 160ZP(7)(c) of the Principal Act

where the gain year is the 1993-94 year of income, or a later year of income,

of the gain company.

Subdivision I - Amendments related to winding-up

TAXATION LAWS AMENDMENT ACT (No. 2) 1994No. 82, 1994

- SECT 60

Object

60. The object of this Subdivision is to amend the capital gains tax

provisions of the Principal Act to remove anomalies that are detrimental to

taxpayers in relation to the disposal of assets during the winding-up of

companies.

TAXATION LAWS AMENDMENT ACT (No. 2) 1994No. 82, 1994

- SECT 61

Transfers of assets between companies under common ownership

61. Section 160ZZRD of the Principal Act is amended by adding at the end the

following subsection:

"(3) This Division does not apply if:

(a) the disposal is a distribution to shareholders of a company by a

liquidator in the course of winding-up the company; and

(b) the company is dissolved within 3 years after the winding-up commenced,

or within such further time as the Commissioner considers appropriate for the

purposes of the application of this subsection in relation to the company.".

TAXATION LAWS AMENDMENT ACT (No. 2) 1994No. 82, 1994

- SECT 62

Application

62. The amendment made by this Subdivision applies in relation to disposals

of assets after 6 December 1990.

Subdivision J - Rebatable dividend adjustments

TAXATION LAWS AMENDMENT ACT (No. 2) 1994No. 82, 1994

- SECT 63

Object

63. The object of this Subdivision is to remove the capital gains tax

advantages of dividend rebate arrangements.

TAXATION LAWS AMENDMENT ACT (No. 2) 1994No. 82, 1994

- SECT 64

Insertion of new section

64. After section 159GZZZM of the Principal Act the following section is

inserted in Subdivision A of Division 16K of Part III:

Meaning of "rebatable dividend adjustment" for purposes of share buy-back

provisions

"159GZZZMA.(1) For the purposes of this Division a 'rebatable dividend

adjustment' arises in relation to a share (the 'RDA share') if:

(a) under an arrangement:

(i) a company issues one or more shares at a premium; and

(ii) the RDA share is a share in the company (whether or not one

of the shares issued at a premium); and

(iii) the company buys the RDA share from the holder of the share;

and

(iv) the purchase is an off-market purchase; and

(b) an amount (the 'attributable amount'), being the whole or a part of the

purchase price of the RDA share, is taken by subsection (2) to be paid out of

the premiums on the shares; and

(c) assuming this section and subsection 159GZZZP(3) had not been

enacted-the holder of the RDA share would have been entitled to a rebate of

tax (the 'dividend rebate') in the holder's assessment for a year of income

under section 46 or 46A in respect of a dividend (the 'dividend amount') that

is taken, by subsection 159GZZZP(1), to be paid by the company in relation to

the purchase of the RDA share.

"(2) For the purposes of paragraph (1)(b), so much of the purchase price of

the RDA share as does not exceed the lesser of the dividend amount and the

amount worked out using the following formula is taken to be paid out of the

premiums:

Purchase price

x Total of all - Total of purchase prices

premiums on

paid out of those premiums

shares issued under

through a share premium

the arrangement

account

Total of purchase prices for all purchases of

shares under the arrangement

where:

'Total of purchase prices paid out of those premiums through a share premium

account' means

(a) if:

(i) any amount (the 'credited amount') of the premiums on shares

issued under the arrangement was credited to a share premium account of the

company; and

(ii) any amount (the 'share premium amount') of the purchase price

of shares under the arrangement was debited against amounts standing to the

credit of that account;

so much of the share premium amount as could reasonably be attributed to the

credited amount; or

(b) in any other case-nil.

"(3) The amount of the rebatable dividend adjustment arising under

subsection (1) in relation to the RDA share is:

(Attributable amount -

Amount (if any) of the share

premium referred to in

subparagraph (1)(a)(i)

payable by the taxpayer

Number of RDA shares held by the taxpayer)

x

Amount of dividend rebate

Dividend

x General company

amount

tax rate

"(4) A rebatable dividend adjustment also arises in relation to a share (the

'RDA share') if:

(a) under an arrangement:

(i) the RDA share is a share in the company; and

(ii) the company buys the RDA share from the holder of the share;

and

(iii)

the purchase is an off-market purchase; and

(b) an amount (the 'attributable amount'), being the whole or a part of the

purchase price of the RDA share, is taken by subsection (5) to be paid out of

profits arising from the revaluation of an asset; and

(c) had the company disposed of the asset immediately after the revaluation,

one or more of the following subparagraphs would have applied:

(i) any profit that would have arisen on the disposal of the asset

would, in whole or in part, have been included in the assessable income of the

company;

(ii) any loss that would have arisen from the disposal of the

asset would, in whole or in part, have been allowable as a deduction to the

company;

(iii) Part IIIA would, or would but for Division 17 of that Part,

have applied in respect of the disposal of the asset; and

(d) the holder of the RDA share is entitled to a rebate of tax (the

'dividend rebate') in the holder's assessment for a year of income under

section 46 or 46A in respect of an amount (the 'dividend amount') being so

much of the purchase price of the RDA share as is a dividend.

"(5) For the purposes of paragraph (4)(b), but subject to subsection (6), so

much of the purchase price as does not exceed the lesser of the dividend

amount and the amount worked out using the following formula is taken to be

paid out of the profit arising on the revaluation of the asset:

Purchase price

x Amount of profit arising on

revaluation of the asset

Total of purchase prices for all

purchases of shares under the arrangement

"(6) If a share purchase is made under an arrangement covered by both

paragraphs (1)(a) and (4)(a), the amount of the purchase price that would,

apart from this subsection, be taken by subsection (5) to be paid out of the

profit arising on the revaluation of the asset under the arrangement does not

exceed the amount that remains after deducting from the dividend amount any

part of the purchase price that is taken by subsection (2) to be paid out of

premiums on shares issued under the arrangement.

"(7) The amount of the rebatable dividend adjustment arising under

subsection (4) in relation to the RDA share is:

Attributable amount

x Amount of dividend rebate

Amount of purchase

x General

price that is a

company

dividend

tax rate

"(8) In this section:

'arrangement' has the same meaning as in section 160ZZRM;

'general company tax rate' has the same meaning as in section 160APA.".

TAXATION LAWS AMENDMENT ACT (No. 2) 1994No. 82, 1994

- SECT 65

Part of off-market purchase price is a dividend

65. Section 159GZZZP of the Principal Act is amended by adding at the end

the following subsection:

"(3) For the purposes of paragraph (1)(b), a rebatable dividend adjustment

that arises in relation to the share under subsection 159GZZZMA(1) is taken to

be an amount of the purchase price in respect of the buy-back of the share

which is debited against amounts standing to the credit of a share premium

account of the company.".

TAXATION LAWS AMENDMENT ACT (No. 2) 1994No. 82, 1994

- SECT 66

Consideration in respect of off-market purchase

66. Section 159GZZZQ of the Principal Act is amended:

(a) by omitting "Where" and substituting "Subject to subsection (2),

where";

(b) by adding at the end the following subsection:

"(2) For the purposes of paragraph (1)(b), if a rebatable dividend

adjustment arises in relation to the share under subsection 159GZZZMA(4), the

amount that the seller is taken to have received or to be entitled to receive,

as consideration in respect of the sale of the share, is to be increased by

the amount of the rebatable dividend adjustment.".

TAXATION LAWS AMENDMENT ACT (No. 2) 1994No. 82, 1994

- SECT 67

Reductions of capital gains where amount otherwise assessable

67. Section 160ZA of the Principal Act is amended:

(a) by omitting from paragraph (4)(b) all the words after "this Part" and

substituting "(other than an amount or amounts excluded by subsection

(4A));";

(b) by inserting after subsection (4) the following subsection:

"(4A) The following are excluded from paragraph (4)(b):

(a) in the case of any asset-any amount that has been, or will be, included

in the assessable income of the taxpayer under a provision having effect

where:

(i) the taxpayer recoups capital expenditure which was incurred in

respect of the asset; and

(ii) a deduction has been allowed or is allowable to the taxpayer

in respect of the capital expenditure; and

(b) if the asset is a share-the amount of any rebatable dividend adjustment

(see section 160ZLA) in relation to the share.";

(c) by omitting from paragraph (5)(c) all the words after "this Part" and

substituting "(other than an amount or amounts excluded by subsection

(5A));";

(d) by inserting after subsection (5) the following subsection:

"(5A) The following are excluded from paragraph (5)(c):

(a) in the case of any asset-any amount that has been, or will be, included

in the assessable income of the partnership under a provision having effect

where:

(i) the partnership recoups capital expenditure which was incurred

in respect of the asset; and

(ii) a deduction has been allowed or is allowable to the

partnership in respect of the capital expenditure; and

(b) if the asset is a share-the amount of any rebatable dividend adjustment

(see section 160ZLA) in relation to the share.".

TAXATION LAWS AMENDMENT ACT (No. 2) 1994No. 82, 1994

- SECT 68

Reduction of amounts for the purposes of reduced cost base

68. Section 160ZK of the Principal Act is amended:

(a) by omitting from subsection (1) "A reference in" and substituting

"Subject to subsection (1B), a reference in";

(b) by inserting after subsection (1A) the following subsection:

"(1B) If the asset is a share, the amount worked out under subsection (1) is

to be reduced by any rebatable dividend adjustment that arises in relation to

the share (see subsection (5)).";

(c) by omitting from subsection (3) "A reference in" and substituting

"Subject to subsection (3B), a reference in";

(d) by inserting after subsection (3A) the following subsection:

"(3B) If the asset is a share, the amount worked out under subsection (3) is

to be reduced by any rebatable dividend adjustment that arises in relation to

the share (see subsection (5)).";

(e) by adding at the end the following subsections:

"(5) A rebatable dividend adjustment arises in relation to a share (the 'RDA

share') if:

(a) under an arrangement, a company makes a distribution to the holder of

the RDA share; and

(b) an amount (the 'attributable amount'), being the whole or a part of the

distribution, could reasonably be taken to be attributable to profits that

were derived by the company before the holder acquired the RDA share; and

(c) the holder of the RDA share is entitled to a rebate of tax (the

'dividend rebate') in the holder's assessment for a year of income under

section 46 or 46A in respect of an amount (the 'dividend amount') being so

much of the distribution as is a dividend; and

(d) the holder of the RDA share is, at any time during the period in which

the arrangement is made or carried out, a controller of the company or an

associate of a controller of the company.

"(6) The amount of a rebatable dividend adjustment arising in relation to

the share under subsection (5) is:

Attributable amount

x Amount of the dividend rebate

Dividend amount

- SECT 86

Disposal etc. of property within 12 months after installation etc.

86. Section 82AG of the Principal Act is amended:

(a) by inserting after subsection (1A) the following subsection:

"(1B) If the taxpayer is a company:

(a) subparagraph (1)(b)(i) does not apply to the leasing of property to a

related company; and

(b) subparagraph (1)(b)(iii) does not apply to the granting of rights to a

related company to use property;

if, at all times during the period ending at the earlier of:

(c) the end of the term of the lease or period of the grant; and

(d) the end of the period of 12 months mentioned in subsection (1); the

related company remains a related company and uses the property wholly and

exclusively both in Australia and for the purpose of producing assessable

income other than by leasing the property or otherwise granting a right to

another person to use the property.";

(b) by inserting after subsection (3A) the following subsection:

"(3B) Paragraph (3)(d) or (f) does not apply if:

(a) the lessee is a company; and

(b) the other person is a related company of the lessee; and

(c) at all times during the period ending at the earlier of:

(i) the end of the term of the contract or arrangement; and

(ii) the end of the 12 months mentioned in subsection (3);

the other person was a related company of the lessee and used the property

wholly and exclusively both in Australia and for the purpose of producing

assessable income other than by leasing the property or otherwise granting a

right to another person to use the property.";

(c) by adding at the end the following subsection:

"(6) Subsection (4) does not apply if:

(a) the lessee is a company; and

(b) the other person is a related company of the lessee; and

(c) the use of the property under the contract or arrangement was to take

place while the other person remained a related company of the lessee and was

to be wholly and exclusively both in Australia and for the purpose of

producing assessable income other than by leasing the property or otherwise

granting a right to another person to use the property; and

(d) at all times during the period ending at the earlier of:

(i) the end of the term of the contract or arrangement; and

(ii) the end of the 12 months after the property was first used,

or installed ready for use, by the lessee;

the requirements of paragraph (c) were satisfied in relation to the use of the

property.".

TAXATION LAWS AMENDMENT ACT (No. 2) 1994No. 82, 1994

- SECT 87

Disposal etc. of property after 12 months after installation etc.

87. Section 82AH of the Principal Act is amended:

(a) by inserting after subsection (1A) the following subsection:

"(1B) If the taxpayer is a company:

(a) sub-subparagraph (1)(b)(ii)(A) does not apply to the leasing of property

to a related company; and

(b) sub-subparagraph (1)(b)(ii)(C) does not apply to the granting of rights

to a related company to use property;

if the use of the property under the lease or grant was to take place while

the related company remained a related company and was to be wholly and

exclusively both in Australia and for the purpose of producing assessable

income other than by leasing the property or otherwise granting a right to

another person to use the property.";

(b) by inserting after subsection (3A) the following subsection:

"(3B) Subparagraph (3)(b)(iv) or (vi) does not apply if:

(a) the lessee is a company; and

(b) the other person is a related company of the lessee; and

(c) the use of the property under the contract or arrangement was to take

place while the other person remained a related company of the lessee and was

to be wholly and exclusively both in Australia and for the purpose of

producing assessable income other than by leasing the property or otherwise

granting a right to another person to use the property.";

(c) by adding at the end the following subsection:

"(6) Subparagraph (4)(b)(iii) or (v) does not apply if:

(a) the taxpayer is a company; and

(b) the other person is a related company of the taxpayer; and

(c) the use of the property under the contract or arrangement was to take

place while the other person remained a related company of the taxpayer and

was to be wholly and exclusively both in Australia and for the purpose of

producing assessable income other than by leasing the property or otherwise

granting a right to another person to use the property.".

TAXATION LAWS AMENDMENT ACT (No. 2) 1994No. 82, 1994

- SECT 88

Special provisions relating to partnerships

88. Section 82AJ of the Principal Act is amended:

(a) by inserting after subsection (7AA) the following subsection:

"(7AB) Paragraph (7)(d) or (f) does not apply if:

(a) the lessee is a company; and

(b) the other person is a related company of the lessee; and

(c) at all times during the period ending at the earlier of:

(i) the end of the term of the contract or arrangement; and

(ii) the end of the 12 months mentioned in subsection (7);

the other person was a related company of the lessee and used the property

wholly and exclusively both in Australia and for the purpose of producing

assessable income other than by leasing the property or otherwise granting a

right to another person to use the property.";

(b) by inserting after subsection (7B) the following subsection:

"(7C) Subsection (7A) does not apply if:

(a) the lessee is a company; and

(b) the other person is a related company of the lessee; and

(c) the use of the property under the contract or arrangement was to take

place while the other person remained a related company of the lessee and was

to be wholly and exclusively both in Australia and for the purpose of

producing assessable income other than by leasing the property or otherwise

granting a right to another person to use the property; and

(d) at all times during the period ending at the earlier of:

(i) the end of the term of the contract or arrangement; and

(ii) the end of the 12 months after the property was first used,

or installed ready for use, by the lessee;

the requirements of paragraph (c) were satisfied in relation to the use of the

property.";

(c) by adding at the end the following subsection:

"(10) Subparagraph (8)(b)(iv) or (vi) does not apply if:

(a) the lessee is a company; and

(b) the other person is a related company of the lessee; and

(c) the use of the property under the contract or arrangement was to take

place while the other person remained a related company of the lessee and was

to be wholly and exclusively both in Australia and for the purpose of

producing assessable income other than by leasing the property or otherwise

granting a right to another person to use the property.".

TAXATION LAWS AMENDMENT ACT (No. 2) 1994No. 82, 1994

- SECT 89

Disposals within company group

89. Section 82AJA of the Principal Act is amended by inserting after

subsection (1A) the following subsections:

"(1B) For the purposes of subsection (1), if the requirements set out in

subsection (1C) are satisfied:

(a) subparagraph (1)(d)(i) does not apply to the leasing of the property to

a company (the 'related company') that is related to the person who owned the

property and is an eligible public company in relation to the year of income

in which the leasing occurs; or

(b) subparagraph (1)(d)(ib) does not apply to the granting of rights to use

the property to a company (also the 'related company') that is related to the

person who owned the property and is an eligible public company in relation to

the year of income in which the granting of rights occurs.

"(1C) For the purposes of subsection (1B), the requirements are:

(a) that, if the time (the 'test time') when the earlier of:

(i) the end of the term of the lease or period of the grant; and

(ii) the end of the period of 12 months mentioned in paragraph

(1)(d);

occurs is in a year of income after the one in which the leasing or the

granting of rights occurs, the related company is also an eligible public

company in relation to that later year of income; and

(b) that, at all times during the period ending at the test time, the

related company remains related to the person who owned the property and uses

the property wholly and exclusively both in Australia and for the purpose of

producing assessable income other than by leasing the property or otherwise

granting a right to another person to use the property.".

TAXATION LAWS AMENDMENT ACT (No. 2) 1994No. 82, 1994

- SECT 90

Interpretation

90. Section 82AQ of the Principal Act is amended by inserting in subsection

(1) the following definition:

"'related company', in relation to a company (the 'first company'), means

another company to which the first company is related within the meaning of

section 51AE (see subsections 51AE(16) to (19));".

Subdivision C - Property used in transport of minerals or quarry materials

TAXATION LAWS AMENDMENT ACT (No. 2) 1994No. 82, 1994

- SECT 91

Object

91. The object of this Subdivision is to extend the availability of

development allowance and general investment allowance to expenditure on

eligible property that is allowable as a deduction under Division 10AAA of

Part III of the Principal Act (which deals with the transport of minerals and

quarry materials).

TAXATION LAWS AMENDMENT ACT (No. 2) 1994No. 82, 1994

- SECT 92

Deduction under Subdivision to be in addition to certain other

deductions

92. Section 82AM of the Principal Act is amended by omitting from subsection

(2) ", 123B, 123BE,".

Division 7 - Amendments relating to repayments to the Commonwealth of

loans made under the Higher Education Funding Act 1988

TAXATION LAWS AMENDMENT ACT (No. 2) 1994No. 82, 1994

- SECT 93

Object

93. The object of this Division is to provide for HEC assessment debts under

the Higher Education Funding Act 1988 to be taken into account in the

calculation of provisional tax.

TAXATION LAWS AMENDMENT ACT (No. 2) 1994No. 82, 1994

- SECT 94

Uplifted provisional tax amount

94. Section 221YCAA of the Principal Act is amended by inserting after

paragraph (2)(c) the following paragraph:

"(ca) the Higher Education Funding Act 1988, as that Act applies to

assessments in respect of the current year of income, had been in force and

applied to assessments in respect of the preceding year of income; and".

TAXATION LAWS AMENDMENT ACT (No. 2) 1994No. 82, 1994

- SECT 95

Provisional tax on estimated income

95. Section 221YDA of the Principal Act is amended by adding at the end the

following subsection:

"(9) If this section applies for the purpose of determining the provisional

tax payable by a taxpayer in respect of income of a year of income, the

Commissioner may make such assumptions as the Commissioner thinks appropriate

as to any matters that are likely to affect:

(a) the liability of the taxpayer to pay, in respect of that year of income,

an amount in respect of an accumulated HEC debt under the Higher Education

Funding Act 1988; or

(b) the amount in respect of that debt that is properly payable by the

taxpayer.".

TAXATION LAWS AMENDMENT ACT (No. 2) 1994No. 82, 1994

- SECT 96

Application

96. The amendments made by this Division apply in relation to provisional

tax (including instalments) payable for the 1994-95 year of income and for all

later years of income.

Division 8 - Amendments relating to constitutionally protected

superannuation funds

TAXATION LAWS AMENDMENT ACT (No. 2) 1994No. 82, 1994

- SECT 97

Object

97. The object of this Division is to exempt from tax all income derived by

certain State superannuation funds.

TAXATION LAWS AMENDMENT ACT (No. 2) 1994No. 82, 1994

- SECT 98

Insertion of new section

98. After section 110C of the Principal Act the following section is

inserted:

Exemption of income attributable to constitutionally protected funds

"110CA. The assessable income of a life assurance company does not include

so much of any income derived by the company as is attributable to the

investment of premiums in respect of life assurance policies received from

constitutionally protected funds.".

TAXATION LAWS AMENDMENT ACT (No. 2) 1994No. 82, 1994

- SECT 99

Insertion of new section

99. After section 116FB of the Principal Act the following section is

inserted:

Exemption of income attributable to constitutionally protected funds

"116FC. The assessable income of a registered organisation does not include

so much of any income derived by the organisation as is attributable to the

investment of premiums in respect of life assurance policies received from

constitutionally protected funds.".

TAXATION LAWS AMENDMENT ACT (No. 2) 1994No. 82, 1994

- SECT 100

Interpretation

100. Section 267 of the Principal Act is amended by omitting from subsection

(1) the definition of "constitutionally protected fund" and substituting the

following definition:

"'constitutionally protected fund' means a fund that is declared by the

regulations to be a constitutionally protected fund;".

TAXATION LAWS AMENDMENT ACT (No. 2) 1994No. 82, 1994

- SECT 101

Part has effect subject to the Constitution

101. Section 271 of the Principal Act is amended by omitting subsection (2).

TAXATION LAWS AMENDMENT ACT (No. 2) 1994No. 82, 1994

- SECT 102

Insertion of new section

102. After section 271 of the Principal Act the following section is

inserted:

Constitutionally protected funds exempt from tax

"271A. Despite any other provision of this Part, income derived by a

constitutionally protected fund is exempt from tax.".

TAXATION LAWS AMENDMENT ACT (No. 2) 1994No. 82, 1994

- SECT 103

Insertion of new section

103. After section 297B of the Principal Act the following section is

inserted:

Exemption of income attributable to constitutionally protected funds

"297C. The assessable income of a PST does not include so much of any income

derived by the PST as is attributable to amounts received from

constitutionally protected funds.".

TAXATION LAWS AMENDMENT ACT (No. 2) 1994No. 82, 1994

- SECT 104

Application

104.(1) Subject to subsection (2) and section 105, the amendments made by

this Division apply to assessments in respect of income of the 1993-94 year of

income and in respect of income of all later years of income.

(2) If a complying superannuation fund that is a constitutionally protected

fund within the meaning of the Principal Act as amended by this Division has

not, before the commencement of this section, paid income tax on the

assumption that all income of the fund was exempt from income tax, the

amendments made by this Division apply to assessments in respect of income of

the fund of the year of income in which 1 July 1988 occurred and in respect of

income of the fund of all later years of income.

TAXATION LAWS AMENDMENT ACT (No. 2) 1994No. 82, 1994

- SECT 105

Transitional

105.(1) In this section:

"relevant year of income" means the 1988-89 income year or any of the 4

following years of income.

(2) Subsection 159SM(2) of the Principal Act is taken not to have applied in

respect of a relevant year of income in relation to an applicable fund if the

fund was a constitutionally protected fund within the meaning of the Principal

Act that had, before the commencement of this section, paid income tax in

respect of income of that relevant year of income.

(3) The definition of "taxed superannuation fund" in subsection 27A(1) of

the Principal Act is taken to have had effect in respect of a relevant year of

income as if the reference in that definition to a constitutionally protected

fund did not include a reference to such a fund within the meaning of that Act

that had, before the commencement of this section, paid income tax in respect

of income of that relevant year of income.

Division 9 - Depreciation of employee amenity property

TAXATION LAWS AMENDMENT ACT (No. 2) 1994No. 82, 1994

- SECT 106

Object

106. The object of this Division is to allow the concessional depreciation

rate for property used for providing employee amenities to be available on a

wholly-owned company group basis.

TAXATION LAWS AMENDMENT ACT (No. 2) 1994No. 82, 1994

- SECT 107

Depreciation

107. Section 54 of the Principal Act is amended by omitting from paragraph

(2)(c) all the words after "that date," and substituting the following:

"by a person (the 'primary person') carrying on a business for the purpose of

producing assessable income, where those fixtures and fittings are provided

principally for:

(i) the use, for personal purposes, of persons of either or both

of the following kinds:

(A) persons employed in that business by the primary person;

(B) persons employed in a business, carried on for the purpose

of producing assessable income, by a company that is related (within the

meaning of section 51AE) to the primary person; or

(ii) the care of children of any of those persons.".

TAXATION LAWS AMENDMENT ACT (No. 2) 1994No. 82, 1994

- SECT 108

Annual depreciation percentage

108. Section 55 of the Principal Act is amended by omitting subparagraph

(4)(b)(i) and substituting the following subparagraph:

"(i) for persons of either or both of the following kinds:

(A) persons employed by the taxpayer in a business carried on by

the taxpayer for the purpose of producing assessable income;

(B) persons employed by a company that is related (within the

meaning of section 51AE) to the taxpayer in a business carried on by the

company for the purpose of producing assessable income; or".

TAXATION LAWS AMENDMENT ACT (No. 2) 1994No. 82, 1994

- SECT 109

Application

109. The amendments made by this Division apply to assessments in respect of

income of the 1993-94 year of income and of all later years of income.

Division 10 - Amendments related to offshore banking units

TAXATION LAWS AMENDMENT ACT (No. 2) 1994No. 82, 1994

- SECT 110

Object

110. The object of this Division is to amend the Principal Act in relation

to offshore banking units:

(a) to include the borrowing and lending of gold as an OB activity; and

(b) to limit guarantee-type activity that qualifies as an OB activity; and

(c) to make minor technical amendments.

TAXATION LAWS AMENDMENT ACT (No. 2) 1994No. 82, 1994

- SECT 111

Meaning of "OB activity"

111. Section 121D of the Principal Act is amended:

(a) by adding at the end of subsection (2) the following word and

paragraphs:

"; or

(c) borrowing gold from an offshore person; or

(d) lending gold to an offshore person.";

(b) by inserting in paragraphs (3)(a) and (d) "in relation to activities

that are, or will be, conducted wholly outside Australia" after "person".

TAXATION LAWS AMENDMENT ACT (No. 2) 1994No. 82, 1994

- SECT 112

Interpretation provisions relating to offshore banking units

112. Section 128AE of the Principal Act is amended by omitting from

paragraph (7)(b) ", except under subsection (6),".

TAXATION LAWS AMENDMENT ACT (No. 2) 1994No. 82, 1994

- SECT 113

Division not to apply to interest payments on offshore borrowings by

offshore banking units

113. Section 128GB of the Principal Act is amended by adding at the end of

subsection (4) the following definition:

"'offshore loan' means a loan to an offshore person within the meaning of

section 121E.".

TAXATION LAWS AMENDMENT ACT (No. 2) 1994No. 82, 1994

- SECT 114

Application

114.(1) The amendments made by sections 111 and 112 apply to the doing of

things after the commencement of those sections.

(2) The amendment made by section 113 applies to the doing of things after

the commencement of that section.

Division 11 - Amendments relating to gifts

TAXATION LAWS AMENDMENT ACT (No. 2) 1994No. 82, 1994

- SECT 115

Object

115. The object of this Division is to allow deductions for gifts made to

The "Weary" Dunlop Statue Appeal and The Sandakan Memorials Trust Fund.

TAXATION LAWS AMENDMENT ACT (No. 2) 1994No. 82, 1994

- SECT 116

Deduction for gifts, pensions etc.

116. Section 78 of the Principal Act is amended:

(a) by inserting after the entry relating to rural school hostels in the

index in subsection (3) the following entry:

"Sandakan Memorials Trust Fund

(4)-Table 5, item 5.2.2";

(b) by inserting after the entry relating to the Victoria Conservation Trust

in the index in subsection (3) the following entry:

"'Weary' Dunlop Statue Appeal

(4)-Table 5, item 5.2.3";

(c) by inserting in Table 5 in subection (4), after item 5.2.1, the

following items:

"5.2.2

The Sandakan Memorials the gift must be made after

Trust Fund

29 July 1993 and before

30 July 1995

5.2.3

The 'Weary' Dunlop the gift must be made after

Statue Appeal

15 July 1993 and before

16 July 1994"

Division 12 - Amendment relating to secrecy

TAXATION LAWS AMENDMENT ACT (No. 2) 1994No. 82, 1994

- SECT 117

Object

117. The object of this Division is to allow tax file number information to

be communicated for the purpose of administering the childcare rebate scheme.

TAXATION LAWS AMENDMENT ACT (No. 2) 1994No. 82, 1994

- SECT 118

Officers to observe secrecy

118. Section 16 of the Principal Act is amended by inserting after paragraph

(4)(f) the following paragraph:

"(fa) the Health Insurance Commission, being information, for the purpose of

the administration of the Childcare Rebate Act 1993, as to whether a

registered carer (within the meaning of that Act) or an applicant for

registration as a registered carer has a tax file number;".

TAXATION LAWS AMENDMENT ACT (No. 2) 1994No. 82, 1994

- SECT 119

Application

119. The amendment made by section 118 applies to the communication of

information after 30 June 1994.

Division 13 - Amendment to correct outdated references

TAXATION LAWS AMENDMENT ACT (No. 2) 1994No. 82, 1994

- SECT 120

Object

120. The object of this Division is to correct outdated references to

certain provisions of the United States income tax law.

TAXATION LAWS AMENDMENT ACT (No. 2) 1994No. 82, 1994

- SECT 121

Income of persons connected with certain projects of United States

Government

121. Section 23AA of the Principal Act is amended by omitting from

paragraphs 5(b) and 6(b) "1954" and substituting "1986".

PART 4 - AMENDMENTS RELATING TO NON-COMPULSORY UNIFORMS/WARDROBES

Division 1 - Object

TAXATION LAWS AMENDMENT ACT (No. 2) 1994No. 82, 1994

- SECT 123

Object

123. The object of this Part is:

(a) to extend the transitional arrangements relating to the denial of

deductions for non-compulsory uniforms/wardrobes; and

(b) to exclude expenditure on non-compulsory occupation specific clothing

from provisions denying its deductibility.

Division 2 - Amendment of the Taxation Laws Amendment Act (No. 6) 1992

TAXATION LAWS AMENDMENT ACT (No. 2) 1994No. 82, 1994

- SECT 124

Principal Act

124. In this Division, "Principal Act" means the Taxation Laws Amendment Act

(No. 6) 1992*3*.

Taxation Laws Amendment Act (No. 6) 1992

*3*

No. 227, 1992.

TAXATION LAWS AMENDMENT ACT (No. 2) 1994No. 82, 1994

- SECT 125

Repeal of section and substitution of new section

125. Section 5 of the Principal Act is repealed and the following section is

substituted:

Transitional-"no deduction" rule does not apply if expense incurred before 1

July 1995 and clothing designs approved by Commissioner

"5. The rule in subsection 51AL(1) of the Principal Act as amended by this

Act does not apply if:

(a) the expense is incurred before 1 July 1995; and

(b) before that day and whether before or after the expense is incurred, the

Commissioner, on application by the employer of an employee, gives the

employer a written statement to the effect that the Commissioner is of the

opinion that the designs of the set of one or more items of clothing to which

the expense relates were a 'corporate uniform' or a 'corporate wardrobe'

within the meaning of Taxation Ruling IT 2641; and

(c) if the application for the statement is made after 31 August 1993-sets

of one or more items of clothing having those designs were available for

purchase by employees of the employer on or before 31 August 1993.".

Division 3 - Amendment of the Income Tax Assessment Act 1936

TAXATION LAWS AMENDMENT ACT (No. 2) 1994No. 82, 1994

- SECT 126

Principal Act

126. In this Division, "Principal Act" means the Income Tax Assessment Act

1936*2*.

Income Tax Assessment Act 1936

*2* No. 27, 1936, as amended. For previous amendments, see No. 88, 1936; No.

5, 1937; No. 46, 1938; No. 30, 1939; Nos. 17 and 65, 1940; Nos. 58 and 69,

1941; Nos. 22 and 50, 1942; No. 10, 1943; Nos. 3 and 28, 1944; Nos. 4 and 37,

1945; No. 6, 1946; Nos. 11 and 63, 1947; No. 44, 1948; No. 66, 1949; No. 48,

1950; No. 44, 1951; Nos. 4, 28 and 90, 1952; Nos. 1, 28, 45 and 81, 1953; No.

43, 1954; Nos. 18 and 62, 1955; Nos. 25, 30 and 101, 1956; Nos. 39 and 65,

1957; No. 55, 1958; Nos. 12, 70 and 85, 1959; Nos. 17, 18, 58 and 108, 1960;

Nos. 17, 27 and 94, 1961; Nos. 39 and 98, 1962; Nos. 34 and 69, 1963; Nos. 46,

68, 110 and 115, 1964; Nos. 33, 103 and 143, 1965; Nos. 50 and 83, 1966; Nos.

19, 38, 76 and 85, 1967; Nos. 4, 70, 87 and 148, 1968; Nos. 18, 93 and 101,

1969; No. 87, 1970; Nos. 6, 54 and 93, 1971; Nos. 5, 46, 47, 65 and 85, 1972;

Nos. 51, 52, 53, 164 and 165, 1973; No. 216, 1973 (as amended by No. 20,

1974); Nos. 26 and 126, 1974; Nos. 80 and 117, 1975; Nos. 50, 53, 56, 98, 143,

165 and 205, 1976; Nos. 57, 126 and 127, 1977; Nos. 36, 57, 87, 90, 123, 171

and 172, 1978; Nos. 12, 19, 27, 43, 62, 146, 147 and 149, 1979; Nos. 19, 24,

57, 58, 124, 133, 134 and 159, 1980; Nos. 61, 92, 108, 109, 110, 111, 154 and

175, 1981; Nos. 29, 38, 39, 76, 80, 106 and 123, 1982; Nos. 14, 25, 39, 49,

51, 54 and 103, 1983; Nos. 14, 42, 47, 63, 76, 115, 124, 165 and 174, 1984;

No. 123, 1984 (as amended by No. 65, 1985); Nos. 47, 49, 104, 123, 168 and

174, 1985; No. 173, 1985 (as amended by No. 49, 1986); Nos. 41, 46, 48, 51,

109, 112 and 154, 1986; No. 49, 1986 (as amended by No. 141, 1987); No. 52,

1986 (as amended by No. 141, 1987); No. 90, 1986 (as amended by No. 141,

1987); Nos. 23, 58, 61, 120, 145 and 163, 1987; No. 62, 1987 (as amended by

No. 108, 1987); No. 108, 1987 (as amended by No. 138, 1987); No. 138, 1987 (as

amended by No. 11, 1988); No. 139, 1987 (as amended by Nos. 11 and 78, 1988);

Nos. 8, 11, 59, 75, 78, 80, 87, 95, 97, 127 and 153, 1988; Nos. 2, 11, 56, 70,

73, 105, 107, 129, 163 and 167, 1989; No. 97, 1989 (as amended by No. 105,

1989); Nos. 20, 35, 45, 57, 58, 60, 61, 87, 119 and 135, 1990; Nos. 4, 5, 6,

48, 55, 100, 203, 208 and 216, 1991; Nos. 3, 35, 69, 70, 80, 81, 92, 98, 101,

118, 138, 167, 190, 191, 208, 223, 224, 227, 237 and 238, 1992; Nos. 7, 17,

18, 27 and 32, 1993; and No. 56, 1994.

TAXATION LAWS AMENDMENT ACT (No. 2) 1994No. 82, 1994

- SECT 127

No deduction to employee for expenditure incurred in connection with a

non-compulsory uniform/wardrobe

127. Section 51AL of the Principal Act is amended:

(a) by omitting from subsection (4) "protective clothing" and substituting

"occupation specific clothing or protective clothing";

(b) by inserting in subsection (26) the following definition:

"'occupation specific clothing', in relation to an employee, means clothing

that, disregarding any feature of the clothing that distinctively identifies

the employee as a person associated, directly or indirectly, with:

(a) the employer of the employee; or

(b) a group consisting of:

(i) the employer of the employee; and

(ii) one or more associates of the employer (within the meaning of

section 26AAB);

distinctively identifies the employee as a member of a particular profession,

trade, vocation, occupation or calling;".

PART 5 - AMENDMENTS RELATING TO ENTERTAINMENT EXPENSE PAYMENTS

Division 1 - Object

TAXATION LAWS AMENDMENT ACT (No. 2) 1994No. 82, 1994

- SECT 128

Object

128. The object of this Part is to bring the fringe benefits tax treatment

of reimbursements of certain entertainment expense payments into line with the

treatment of direct payments of those entertainment expenses.

Division 2 - Amendment of the Fringe Benefits Tax Assessment Act 1986

TAXATION LAWS AMENDMENT ACT (No. 2) 1994No. 82, 1994

- SECT 129

Principal Act

129. In this Division, "Principal Act" means the Fringe Benefits Tax

Assessment Act 19861.

TAXATION LAWS AMENDMENT ACT (No. 2) 1994No. 82, 1994

- SECT 130

Insertion of new section

130. After section 63 of the Principal Act the following section is

inserted:

Reduction of taxable value in respect of entertainment component of certain

fringe benefits

Taxable value reduced by entertainment percentage

"63A.(1) If:

(a) the recipient of an expense payment fringe benefit in relation to an

employer in relation to a year of tax is an employee of the employer; and

(b) a percentage of the recipients expenditure is in respect of the

provision of entertainment (within the meaning of subsection 51AE(3) of the

Income Tax Assessment Act 1936) other than to the recipient or an associate of

the recipient;

the amount that, apart from this subsection, would be the taxable value of the

expense payment fringe benefit in relation to the year of tax is reduced by

that percentage.

Avoidance of double reduction

"(2) If the taxable value of the expense payment fringe benefit has been

reduced under Division 5 by reason of a particular matter or thing, the

taxable value of the fringe benefit is not reduced under this section in

respect of the same matter or thing.".

TAXATION LAWS AMENDMENT ACT (No. 2) 1994No. 82, 1994

- SECT 131

Application

131. The amendment made by this Division applies to assessments of the

fringe benefits taxable amount of an employer of the year of tax beginning on

1 April 1994 and of all later years of tax.

Division 3 - Amendment of the Income Tax Assessment Act 1936

TAXATION LAWS AMENDMENT ACT (No. 2) 1994No. 82, 1994

- SECT 132

Principal Act

132. In this Division, "Principal Act" means the Income Tax Assessment Act

1936*2*.

Income Tax Assessment Act 1936

*2* No. 27, 1936, as amended. For previous amendments, see No. 88, 1936; No.

5, 1937; No. 46, 1938; No. 30, 1939; Nos. 17 and 65, 1940; Nos. 58 and 69,

1941; Nos. 22 and 50, 1942; No. 10, 1943; Nos. 3 and 28, 1944; Nos. 4 and 37,

1945; No. 6, 1946; Nos. 11 and 63, 1947; No. 44, 1948; No. 66, 1949; No. 48,

1950; No. 44, 1951; Nos. 4, 28 and 90, 1952; Nos. 1, 28, 45 and 81, 1953; No.

43, 1954; Nos. 18 and 62, 1955; Nos. 25, 30 and 101, 1956; Nos. 39 and 65,

1957; No. 55, 1958; Nos. 12, 70 and 85, 1959; Nos. 17, 18, 58 and 108, 1960;

Nos. 17, 27 and 94, 1961; Nos. 39 and 98, 1962; Nos. 34 and 69, 1963; Nos. 46,

68, 110 and 115, 1964; Nos. 33, 103 and 143, 1965; Nos. 50 and 83, 1966; Nos.

19, 38, 76 and 85, 1967; Nos. 4, 70, 87 and 148, 1968; Nos. 18, 93 and 101,

1969; No. 87, 1970; Nos. 6, 54 and 93, 1971; Nos. 5, 46, 47, 65 and 85, 1972;

Nos. 51, 52, 53, 164 and 165, 1973; No. 216, 1973 (as amended by No. 20,

1974); Nos. 26 and 126, 1974; Nos. 80 and 117, 1975; Nos. 50, 53, 56, 98, 143,

165 and 205, 1976; Nos. 57, 126 and 127, 1977; Nos. 36, 57, 87, 90, 123, 171

and 172, 1978; Nos. 12, 19, 27, 43, 62, 146, 147 and 149, 1979; Nos. 19, 24,

57, 58, 124, 133, 134 and 159, 1980; Nos. 61, 92, 108, 109, 110, 111, 154 and

175, 1981; Nos. 29, 38, 39, 76, 80, 106 and 123, 1982; Nos. 14, 25, 39, 49,

51, 54 and 103, 1983; Nos. 14, 42, 47, 63, 76, 115, 124, 165 and 174, 1984;

No. 123, 1984 (as amended by No. 65, 1985); Nos. 47, 49, 104, 123, 168 and

174, 1985; No. 173, 1985 (as amended by No. 49, 1986); Nos. 41, 46, 48, 51,

109, 112 and 154, 1986; No. 49, 1986 (as amended by No. 141, 1987); No. 52,

1986 (as amended by No. 141, 1987); No. 90, 1986 (as amended by No. 141,

1987); Nos. 23, 58, 61, 120, 145 and 163, 1987; No. 62, 1987 (as amended by

No. 108, 1987); No. 108, 1987 (as amended by No. 138, 1987); No. 138, 1987 (as

amended by No. 11, 1988); No. 139, 1987 (as amended by Nos. 11 and 78, 1988);

Nos. 8, 11, 59, 75, 78, 80, 87, 95, 97, 127 and 153, 1988; Nos. 2, 11, 56, 70,

73, 105, 107, 129, 163 and 167, 1989; No. 97, 1989 (as amended by No. 105,

1989); Nos. 20, 35, 45, 57, 58, 60, 61, 87, 119 and 135, 1990; Nos. 4, 5, 6,

48, 55, 100, 203, 208 and 216, 1991; Nos. 3, 35, 69, 70, 80, 81, 92, 98, 101,

118, 138, 167, 190, 191, 208, 223, 224, 227, 237 and 238, 1992; Nos. 7, 17,

18, 27 and 32, 1993; and No. 56, 1994.

TAXATION LAWS AMENDMENT ACT (No. 2) 1994No. 82, 1994

- SECT 133

Deductions not allowable for entertainment expenses

133. Section 51AE of the Principal Act is amended:

(a) by omitting from subsection (5AA) "The" and substituting "Subject to

subsection (5AB), the";

(b) by inserting after subsection (5AA) the following subsection:

"(5AB) For the purposes of subsection (5AA), if the taxable value of the

fringe benefit mentioned in that subsection is reduced by a percentage under

section 63A of the Fringe Benefits Tax Assessment Act 1986, that percentage of

the expenditure mentioned in subsection (5AA) is to be disregarded in applying

that subsection.".

TAXATION LAWS AMENDMENT ACT (No. 2) 1994No. 82, 1994

- SECT 134

Application

134.(1) The amendments made by this Division apply in relation to a fringe

benefit, if it is a fringe benefit in relation to the year of tax beginning on

1 April 1994 or a later year of tax.

(2) In this section:

"year of tax" has the same meaning as in the Fringe Benefits Tax Assessment

Act 1986.

NOTE ABOUT SECTION HEADINGS IN THE INCOME TAX ASSESSMENT ACT 1936

1. On the commencement of Division 4 of Part 3 of this Act:

(a) the heading to section 506 of the Income Tax Assessment Act 1936 is

altered by adding at the end "for interest in foreign life insurance company";

and

(b) the heading to section 509 of that Act is altered by adding at the end

"for interest in foreign general insurance company"; and

(c) the heading to section 511 of that Act is altered by adding at the end

"for interest in foreign real property company"; and

(d) the heading to section 523 of that Act is altered by adding at the end

"for interest in foreign mixed activity company".

Notes to the Taxation Laws Amendment Act (No. 2) 1994

Note 1

The Taxation Laws Amendment Act (No. 2) 1994 as shown in this compilation comprises

Act No. 82, 1994 amended as indicated in the Tables below.

Table of Acts

Act

Number

and year

Date

of Assent

Date of commencement

Application, saving or transitional provisions

Taxation Laws Amendment Act (No. 2) 1994

82, 1994

23 June 1994

See s. 2

Tax Laws Amendment (2010 Measures No. 2) Act 2010

75, 2010

28 June 2010

Schedule 6 (item 47): 29 June 2010

Table of Amendments

    ad. = added or inserted

    am. = amended rep. = repealed rs. = repealed and substituted

Provision affected

How affected

Div. 14 of Part 3.......................

rep. No. 75, 2010

S. 122......................................

rep. No. 75, 2010

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