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Thin capitalisation schedule and International dealings schedule - financial services

Last updated 11 February 2019

You do not need to complete a Thin capitalisation schedule 2011 (NAT 6458) or International dealings schedule - financial services 2011 (NAT 73345) if the trust was a subsidiary member of a consolidated group for the entire income year.

Where the trust is a member of a consolidated group for the whole income year and the thin capitalisation rules apply, the responsibility for preparing the schedule will rest on the head company of the consolidated group.

Where a return is required because the trust had a period in the income year when it was not a member of a consolidated group (a non-membership period) the trust should complete a Thin capitalisation schedule 2011 where the thin capitalisation rules apply during the non-membership period.

In other cases, complete a Thin capitalisation schedule 2011 or an International dealings schedule - financial services 2011. If the thin capitalisation rules apply to the trust attach the Thin Capitalisation schedule 2011 to the trust's tax return.

For more information, see appendix 3 and the Guide to thin capitalisation.

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