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  • Sample standard distribution statement

    Attention

    Warning:

    This information may not apply to the current year. Check the content carefully to ensure it is applicable to your circumstances.

    End of attention

    2003 tax return information

    Resident individual unit-holder for year ended 30 June 2003

    Part A: Summary of 2003 tax return (supplementary section items)

    Tax return (supplementary section)

    Amount

    Tax return label

    Non-primary production income

    $165

    12U

    Other deductions relating to distributions

    $4

    12Y

    Imputation credits

    $30

    12Q

    Credit for TFN withholding credit

    $10

    12R

    Credit for tax paid by trustee

    $0

    12S

    Total current year capital gains

    $230

    17H

    Net capital gain

    $160

    17A

    Assessable foreign source income

    $220

    19E

    Other net foreign source income

    $220

    19M

    Part B: Foreign tax credit information – additional information for schedule Q19

    Foreign income categories

    Amount

    Foreign tax paid

    passive income (see note)

    $235

    $37

    other income

    $14

    $6

    Note: Passive income includes foreign net capital gains and attaching foreign tax as follows:

    Foreign income categories

    Amount

    Foreign tax paid

    discount capital gains

    $16

    $5

    other capital gains

    $44

    $7

    Part C Components of distribution

    Australian income

    Cash distribution

    Tax paid/offset

    Taxable income

    Dividends - franked

    $70

    $30

    $100

    Dividends - unfranked

    $50

    -

    $50

    Interest

    $10

    -

    $10

    Other income

    $5

    -

    $5

    Non-primary production income

    $135

    $30

    $165

    Capital gains

    Australian income

    Cash distribution

    Tax paid/offset

    Taxable income

    Discounted capital gain

    $70

    -

    $70

    CGT concession amount

    $80

    -

    $0

    Capital gains - indexation method

    $60

    -

    $60

    Capital gains - other method

    $30

    -

    $30

    Distributed capital gain

    $240

    -

    -

    Net capital gain

    -

    -

    $160

    Foreign income

    Australian income

    Cash distribution

    Tax paid/offset

    Taxable income

    Interest income

    $90

    $10

    $100

    Modified passive income

    $85

    $15

    $100

    Other assessable foreign income

    $14

    $6

    $20

    Assessable foreign income

    $189

    -

    $220

    Other non-assessable amounts

    Australian income

    Cash distribution

    Tax exempted amounts

    $25

    Tax free amounts

    $15

    Tax deferred amounts

    $30

    less TFN amounts withheld

    -$10

    less other expenses

    -$4

    Net cash distribution

    $620

    Additional capital gains information

    Australian income

    Cash distribution

    Capital gains - discount method
    (grossed-up amount)

    $140

    Capital gains - indexation method

    $60

    Capital gains - other method

    $30

    Total current year capital gains

    $230

    PLEASE RETAIN THIS STATEMENT FOR INCOME TAX PURPOSES

    Last modified: 20 Feb 2020QC 17181