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  • Joint accounts and investments

    Two investors

    If you have a joint investment with another person or organisation, both account holders' TFNs, ABNs or exemptions should be quoted. If only one person provides their details, an amount will be withheld from the total investment income if it is more than or equal to the threshold. The threshold amount for joint accounts is the same as for single accounts.

    Three or more investors

    Where more than two investors hold a joint account, details of at least two investors are required. You must give details of people with a TFN or ABN in preference to those who are exempt from quoting. If only one person provides their details for a joint investment, an amount will be withheld from the total investment income if it is more than or equal to the threshold. The threshold amount for joint accounts is the same as for single accounts.

    Joint accounts with children

    For joint accounts of an adult and a child, the threshold amount is the same as for single accounts. The special threshold for children's accounts only applies if all account holders are under 16 years of age (see Children's accounts and investments).

    Joint accounts with foreign residents

    If you hold a joint account with a foreign resident of Australia, phone us on 13 28 61 between 8.00am and 6.00pm, Monday to Friday, for more information.

    Last modified: 16 Mar 2015QC 16808