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Individual Tax 2016-2017

agrandeagrande North RydePosts: 206Member
Hi good day!

Just want to ask po about tax.

if in case nag initial entry ka nung September 2016 then bumalik ka AU ng Oct16. Nagkawork ka ng Jan17 ilang months kaya ang for tax purposes?

Thanks po sa makakaanswer. 

Primary applicant: wife
Nov 13, 2015 - PTE - 20pts
Jan 12, 2016 - CPAA skills assessment 15+5pts
Jan 12, 2016 - Lodged 1st EOI (single) for Visa 189 (70 points)
Jan 22, 2016 - ITA (we'll let this one expire)
Feb 2, 2016 - we decided to get married instead and lodged 2nd EOI (de facto)
Feb 3, 2016 - received 2nd ITA
Mar 5, 2016 - Medical @ Nationwide
Mar 8, 2016 - Health clearance provided
Mar 18, 2016 - Visa Lodged (married)
Mar 23, 2016 - uploaded all docs..
Apr 20, 2016 - DG

Comments

  • agentKamsagentKams Toowoomba
    Posts: 861Member
    Joined: Apr 25, 2014
    is this for tax for residence purpose? i would say your residency would start frominitial entry even though you went out of the country and it's not for more than 3 months. since your PR, you will be tax as resident.

    Timeline: Student Visa Subclass 573 (Masters)
    06 July 2015: Visa Grant
    April 2018: Uni Graduation

    Timeline: Permanent Visa (189) Accountant 221111
    18 April 2018: ITA received - Visa 189
    04 May 2018 : Lodged Visa Application - Visa 189
    29 Aug 2018 - First CO Contact - PCC Qatar (partner)
    9 Jan 2019 - 2nd CO Contact - penal waiver
    18 Jan 2019 - Updated immiaccount with penal waiver
    29 Jan 2019 - Forwarded PCC to gsm.allocated email
    8 Feb 2019 - Visa Grant - Finally!!

    Timeline: Citizenship
    July 2020: Application lodgment
    May 2021: Citizenship Exam
    Feb 2022: Oi! Oi! Oi! Aussie na din sa wakas!

  • agrandeagrande North Ryde
    Posts: 206Member
    Joined: Jan 05, 2016
    @agentKams thanks for the reply. First time kasi kami magfifile ng individual tax naisipan namin na kami nalang magfile di na kami kuha ng agent dahil straightforward ang income namin. yun lang major concern namin sa number of months na pwede namin inconsider dahil trinatry namin icompute yung refund namin.

    Primary applicant: wife
    Nov 13, 2015 - PTE - 20pts
    Jan 12, 2016 - CPAA skills assessment 15+5pts
    Jan 12, 2016 - Lodged 1st EOI (single) for Visa 189 (70 points)
    Jan 22, 2016 - ITA (we'll let this one expire)
    Feb 2, 2016 - we decided to get married instead and lodged 2nd EOI (de facto)
    Feb 3, 2016 - received 2nd ITA
    Mar 5, 2016 - Medical @ Nationwide
    Mar 8, 2016 - Health clearance provided
    Mar 18, 2016 - Visa Lodged (married)
    Mar 23, 2016 - uploaded all docs..
    Apr 20, 2016 - DG

  • agentKamsagentKams Toowoomba
    Posts: 861Member
    Joined: Apr 25, 2014
    @agrande curious lang bakit important iyong months to compute your refund? if you worked up to 30 June 2017, all salaries/wages paid to you will be taxed.

    Timeline: Student Visa Subclass 573 (Masters)
    06 July 2015: Visa Grant
    April 2018: Uni Graduation

    Timeline: Permanent Visa (189) Accountant 221111
    18 April 2018: ITA received - Visa 189
    04 May 2018 : Lodged Visa Application - Visa 189
    29 Aug 2018 - First CO Contact - PCC Qatar (partner)
    9 Jan 2019 - 2nd CO Contact - penal waiver
    18 Jan 2019 - Updated immiaccount with penal waiver
    29 Jan 2019 - Forwarded PCC to gsm.allocated email
    8 Feb 2019 - Visa Grant - Finally!!

    Timeline: Citizenship
    July 2020: Application lodgment
    May 2021: Citizenship Exam
    Feb 2022: Oi! Oi! Oi! Aussie na din sa wakas!

  • naitxnaitx Australia
    Posts: 13Member
    Joined: Dec 19, 2014
    @agrande yung start nung tax residency is yung date na pumunta kayo sa AU with the intent for residing permanently. Based sa kwento mo, kung nasa AU na kayo from Oct '16, tax resident na kay since then kahit Jan '17 pa start ng work. Meron examples sa ATO website, meron din ata help dun sa question as tax return form mismo.
  • agrandeagrande North Ryde
    Posts: 206Member
    Joined: Jan 05, 2016
    @agentKams kasi pagkakaalam namin yung threshold nakabase kung ilang months ang tax basis, prorated. Di namin sure.

    Primary applicant: wife
    Nov 13, 2015 - PTE - 20pts
    Jan 12, 2016 - CPAA skills assessment 15+5pts
    Jan 12, 2016 - Lodged 1st EOI (single) for Visa 189 (70 points)
    Jan 22, 2016 - ITA (we'll let this one expire)
    Feb 2, 2016 - we decided to get married instead and lodged 2nd EOI (de facto)
    Feb 3, 2016 - received 2nd ITA
    Mar 5, 2016 - Medical @ Nationwide
    Mar 8, 2016 - Health clearance provided
    Mar 18, 2016 - Visa Lodged (married)
    Mar 23, 2016 - uploaded all docs..
    Apr 20, 2016 - DG

  • agentKamsagentKams Toowoomba
    Posts: 861Member
    Joined: Apr 25, 2014
    my bad, yes your tax free threshold will be prorated if you are resident for part year. take into account LITO and medicare levy as well when calcualting your refund. :)

    Timeline: Student Visa Subclass 573 (Masters)
    06 July 2015: Visa Grant
    April 2018: Uni Graduation

    Timeline: Permanent Visa (189) Accountant 221111
    18 April 2018: ITA received - Visa 189
    04 May 2018 : Lodged Visa Application - Visa 189
    29 Aug 2018 - First CO Contact - PCC Qatar (partner)
    9 Jan 2019 - 2nd CO Contact - penal waiver
    18 Jan 2019 - Updated immiaccount with penal waiver
    29 Jan 2019 - Forwarded PCC to gsm.allocated email
    8 Feb 2019 - Visa Grant - Finally!!

    Timeline: Citizenship
    July 2020: Application lodgment
    May 2021: Citizenship Exam
    Feb 2022: Oi! Oi! Oi! Aussie na din sa wakas!

  • rainybrainyrainybrainy Sydney, Australia
    Posts: 64Member
    Joined: Sep 24, 2016
    Hi, Ask ko lang sana what about for those on 457 visa and who started working since April 2017? Is there a possibility of tax return given that it's only 3 months and might be considered as a non-resident for tax purposes?
  • agrandeagrande North Ryde
    Posts: 206Member
    Joined: Jan 05, 2016
    @naitx thanks po sa pagshare ng link. :)

    @agentKams thanks po. Nagsesearch po ako regarding LITO and medical levy.not surepo kasi if applicable po ba samin yun.

    Primary applicant: wife
    Nov 13, 2015 - PTE - 20pts
    Jan 12, 2016 - CPAA skills assessment 15+5pts
    Jan 12, 2016 - Lodged 1st EOI (single) for Visa 189 (70 points)
    Jan 22, 2016 - ITA (we'll let this one expire)
    Feb 2, 2016 - we decided to get married instead and lodged 2nd EOI (de facto)
    Feb 3, 2016 - received 2nd ITA
    Mar 5, 2016 - Medical @ Nationwide
    Mar 8, 2016 - Health clearance provided
    Mar 18, 2016 - Visa Lodged (married)
    Mar 23, 2016 - uploaded all docs..
    Apr 20, 2016 - DG

  • agentKamsagentKams Toowoomba
    Posts: 861Member
    Joined: Apr 25, 2014
    edited July 2017
    @agrande medicare levy - if you are getting medicare benefits yes. on top of tax iyan 2% of gross.

    Timeline: Student Visa Subclass 573 (Masters)
    06 July 2015: Visa Grant
    April 2018: Uni Graduation

    Timeline: Permanent Visa (189) Accountant 221111
    18 April 2018: ITA received - Visa 189
    04 May 2018 : Lodged Visa Application - Visa 189
    29 Aug 2018 - First CO Contact - PCC Qatar (partner)
    9 Jan 2019 - 2nd CO Contact - penal waiver
    18 Jan 2019 - Updated immiaccount with penal waiver
    29 Jan 2019 - Forwarded PCC to gsm.allocated email
    8 Feb 2019 - Visa Grant - Finally!!

    Timeline: Citizenship
    July 2020: Application lodgment
    May 2021: Citizenship Exam
    Feb 2022: Oi! Oi! Oi! Aussie na din sa wakas!

  • agrandeagrande North Ryde
    Posts: 206Member
    Joined: Jan 05, 2016
    @agentKams thanks po sa reply. Lubus lubuin ko na po ang pagtatanong. :)Pwede ko po ba iclaim yung association membership ko prior to work. For instance nagkawork ako ng Jan17 tapos nagpamember ako last Nov16. Pwede po ba iclaim ng full yung binayad ko as other related work related deduction?

    Primary applicant: wife
    Nov 13, 2015 - PTE - 20pts
    Jan 12, 2016 - CPAA skills assessment 15+5pts
    Jan 12, 2016 - Lodged 1st EOI (single) for Visa 189 (70 points)
    Jan 22, 2016 - ITA (we'll let this one expire)
    Feb 2, 2016 - we decided to get married instead and lodged 2nd EOI (de facto)
    Feb 3, 2016 - received 2nd ITA
    Mar 5, 2016 - Medical @ Nationwide
    Mar 8, 2016 - Health clearance provided
    Mar 18, 2016 - Visa Lodged (married)
    Mar 23, 2016 - uploaded all docs..
    Apr 20, 2016 - DG

  • TasBurrfootTasBurrfoot Osaka
    Posts: 4,336Member
    Joined: Feb 24, 2011
    agrande said:

    @agentKams thanks po sa reply. Lubus lubuin ko na po ang pagtatanong. :)Pwede ko po ba iclaim yung association membership ko prior to work. For instance nagkawork ako ng Jan17 tapos nagpamember ako last Nov16. Pwede po ba iclaim ng full yung binayad ko as other related work related deduction?

    nope... you can't if you have to be very technical about it.

    Primary Applicant: Wife
    Accountant (General): 221111

    04 Aug 2012 - IELTS (Academic Module)
    07 Aug 2012 - IELTS (Academic Module) Speaking Part
    17 Aug 2012 - IELTS Results (L: 8.5 R: 8.5 W: 7.0 S: 7.5 OBS: 8.0)
    24 Aug 2012 - CPAA Submitted (docs mailed same day via SG EMS)
    25 Sep 2012 - Received +Skills Assessment from CPAA
    25 Sep 2012 - Lodged EOI Application with 70pts
    30 Sep 2012 - Invited by DIAC to apply for 189 Visa
    01 Oct 2012 - Submitted 189 Visa Application
    20 Oct 2012 - Medical Examinations
    23 Oct 2012 - CO Assigned; Team 7 - SA
    05 Nov 2012 - Submitted SG PCC and NBI Clearance
    06 Nov 2012 - Visa Granted (IED: 23/10/2013)
    03 Apr 2013 - Flight to MEL
    03 Jun 2013 - started work
    12 Jun 2013 - wife started work
    15 Jun 2016 - applied for citizenship
    29 Jul 2016 - citizenship examination
    20 Oct 2016 - Aussie, Aussie, Aussie Oi Oi Oi!!

  • agrandeagrande North Ryde
    Posts: 206Member
    Joined: Jan 05, 2016
    @TasBurrfoot is there any chance that I could include it as my deduction?

    Primary applicant: wife
    Nov 13, 2015 - PTE - 20pts
    Jan 12, 2016 - CPAA skills assessment 15+5pts
    Jan 12, 2016 - Lodged 1st EOI (single) for Visa 189 (70 points)
    Jan 22, 2016 - ITA (we'll let this one expire)
    Feb 2, 2016 - we decided to get married instead and lodged 2nd EOI (de facto)
    Feb 3, 2016 - received 2nd ITA
    Mar 5, 2016 - Medical @ Nationwide
    Mar 8, 2016 - Health clearance provided
    Mar 18, 2016 - Visa Lodged (married)
    Mar 23, 2016 - uploaded all docs..
    Apr 20, 2016 - DG

  • agrandeagrande North Ryde
    Posts: 206Member
    Joined: Jan 05, 2016
    Just in case din po na may income pa ko nung june to nov sa pinas then activated yung visa ko nung sep.. need ko ba ireport yung income from june to nov. o yung sep to nov since dun lang activated yung visa ko. Or pwede din wag na. Since nagbayad na ko ng tax sa pinas. Thanks po sa help niyo

    Primary applicant: wife
    Nov 13, 2015 - PTE - 20pts
    Jan 12, 2016 - CPAA skills assessment 15+5pts
    Jan 12, 2016 - Lodged 1st EOI (single) for Visa 189 (70 points)
    Jan 22, 2016 - ITA (we'll let this one expire)
    Feb 2, 2016 - we decided to get married instead and lodged 2nd EOI (de facto)
    Feb 3, 2016 - received 2nd ITA
    Mar 5, 2016 - Medical @ Nationwide
    Mar 8, 2016 - Health clearance provided
    Mar 18, 2016 - Visa Lodged (married)
    Mar 23, 2016 - uploaded all docs..
    Apr 20, 2016 - DG

  • agentKamsagentKams Toowoomba
    Posts: 861Member
    Joined: Apr 25, 2014
    @agrande no po, work related deductions can only be claimed during the time you have already started work.

    Timeline: Student Visa Subclass 573 (Masters)
    06 July 2015: Visa Grant
    April 2018: Uni Graduation

    Timeline: Permanent Visa (189) Accountant 221111
    18 April 2018: ITA received - Visa 189
    04 May 2018 : Lodged Visa Application - Visa 189
    29 Aug 2018 - First CO Contact - PCC Qatar (partner)
    9 Jan 2019 - 2nd CO Contact - penal waiver
    18 Jan 2019 - Updated immiaccount with penal waiver
    29 Jan 2019 - Forwarded PCC to gsm.allocated email
    8 Feb 2019 - Visa Grant - Finally!!

    Timeline: Citizenship
    July 2020: Application lodgment
    May 2021: Citizenship Exam
    Feb 2022: Oi! Oi! Oi! Aussie na din sa wakas!

  • agrandeagrande North Ryde
    Posts: 206Member
    Joined: Jan 05, 2016
    @agentKams thanks po for answering my queries. :) yung last question ko po kaya? :) sorry po kung sobrang makulit ako. Hehe

    Primary applicant: wife
    Nov 13, 2015 - PTE - 20pts
    Jan 12, 2016 - CPAA skills assessment 15+5pts
    Jan 12, 2016 - Lodged 1st EOI (single) for Visa 189 (70 points)
    Jan 22, 2016 - ITA (we'll let this one expire)
    Feb 2, 2016 - we decided to get married instead and lodged 2nd EOI (de facto)
    Feb 3, 2016 - received 2nd ITA
    Mar 5, 2016 - Medical @ Nationwide
    Mar 8, 2016 - Health clearance provided
    Mar 18, 2016 - Visa Lodged (married)
    Mar 23, 2016 - uploaded all docs..
    Apr 20, 2016 - DG

  • agentKamsagentKams Toowoomba
    Posts: 861Member
    Joined: Apr 25, 2014
    edited July 2017
    agrande said:

    Just in case din po na may income pa ko nung june to nov sa pinas then activated yung visa ko nung sep.. need ko ba ireport yung income from june to nov. o yung sep to nov since dun lang activated yung visa ko. Or pwede din wag na. Since nagbayad na ko ng tax sa pinas. Thanks po sa help niyo

    https://www.ato.gov.au/Individuals/International-tax-for-individuals/Work-out-your-tax-residency/

    Timeline: Student Visa Subclass 573 (Masters)
    06 July 2015: Visa Grant
    April 2018: Uni Graduation

    Timeline: Permanent Visa (189) Accountant 221111
    18 April 2018: ITA received - Visa 189
    04 May 2018 : Lodged Visa Application - Visa 189
    29 Aug 2018 - First CO Contact - PCC Qatar (partner)
    9 Jan 2019 - 2nd CO Contact - penal waiver
    18 Jan 2019 - Updated immiaccount with penal waiver
    29 Jan 2019 - Forwarded PCC to gsm.allocated email
    8 Feb 2019 - Visa Grant - Finally!!

    Timeline: Citizenship
    July 2020: Application lodgment
    May 2021: Citizenship Exam
    Feb 2022: Oi! Oi! Oi! Aussie na din sa wakas!

  • mgfgmgfg Sydney
    Posts: 171Member
    Joined: Jul 19, 2015

    Occupation: External Auditor

    April 2015 - IELTS academic
    June 23, 2015 - ICAA assessment
    July 15, 2015 - Received result from ICAA 'not suitable' due to finance (8/9)
    July 15 to Dec 2, 2015 - Gathered additional docs
    December 3, 2015 - submitted additional docs to ICAA
    December 21, 2015 - Received favorable skills and employment assessment
    December 29, 2015 - Lodged EOI for 189 (65 pts) & 190 NSW (65+5 pts)
    March 18, 2016 - Received invitation from NSW
    May 3, 2016 - Obtained NSW approval and DIBP invitation
    May 11, 2016 - Lodged visa application
    August 3, 2016 - Visa Grant
    January 10, 2017 - Big move to Sydney

  • agrandeagrande North Ryde
    Posts: 206Member
    Joined: Jan 05, 2016
    Hi everyone, thanks for your help po. Nakuha na po namin refund namin. :)

    Primary applicant: wife
    Nov 13, 2015 - PTE - 20pts
    Jan 12, 2016 - CPAA skills assessment 15+5pts
    Jan 12, 2016 - Lodged 1st EOI (single) for Visa 189 (70 points)
    Jan 22, 2016 - ITA (we'll let this one expire)
    Feb 2, 2016 - we decided to get married instead and lodged 2nd EOI (de facto)
    Feb 3, 2016 - received 2nd ITA
    Mar 5, 2016 - Medical @ Nationwide
    Mar 8, 2016 - Health clearance provided
    Mar 18, 2016 - Visa Lodged (married)
    Mar 23, 2016 - uploaded all docs..
    Apr 20, 2016 - DG

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