ATO Interpretative Decision

ATO ID 2004/320

Income Tax

Carbon sequestration rights: deductibility of expenditure for revegetation
FOI status: may be released

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If you reasonably apply this decision in good faith to your own circumstances (which are not materially different from those described in the decision), and the decision is later found to be incorrect you will not be liable to pay any penalty or interest. However, you will be required to pay any underpaid tax (or repay any over-claimed credit, grant or benefit), provided the time limits under the law allow it. If you do intend to apply this decision to your own circumstances, you will need to ensure that the relevant provisions referred to in the decision have not been amended or repealed. You may wish to obtain further advice from the Tax Office or from a professional adviser.

Issue

Is the taxpayer entitled to a deduction under section 8-1 of the Income Tax Assessment Act 1997 (ITAA 1997) for expenditure incurred on seedlings and fencing for the purpose of revegetating land?

Decision

No. The taxpayer, is not entitled to a deduction under section 8-1 of the ITAA 1997 for expenditure incurred in revegetating the land, as the expenditure is capital in nature.

Facts

The taxpayer is a landholder and conducts a business of cattle farming on more than 400 hectares of land.

The taxpayer has revegetated 20 hectares of land with indigenous species to encourage the return of native wildlife and ameliorate land degradation. The taxpayer has spent a significant amount of money in revegetating (that is, seedlings and fencing), with the intention of selling the carbon sequestration rights that will be generated to recover some of these costs.

The taxpayer has entered into a profit á prendre agreement with an entity for the sale of the carbon sequestration rights relating to the 20 hectares of land.

Reasons for Decision

Section 8-1 of the ITAA 1997 allows a deduction for all losses or outgoings to the extent that they are incurred in gaining or producing the taxpayer's assessable income, or are necessarily incurred in carrying on a business for the purpose of gaining or producing assessable income. However, no deduction is allowed to the extent that the losses or outgoings are of a capital, private or domestic nature or are necessarily incurred in gaining or producing exempt income.

A profit á prendre is considered to be a capital asset at common law: see, for example, Kauri Timber Co Ltd v. Comr of Taxes [1913] AC 771. Whether a profit a prendre arises is a question of fact which can only be answered by reference to the terms of the agreement entered into in each particular case.

The amount that the taxpayer receives for the sale of the carbon sequestration rights by way of a profit a prendre agreement is a capital receipt. Therefore, the outgoings in relation to the seedlings and fencing cannot be claimed as a general deduction under section 8-1 of the ITAA 1997 because they are capital in nature.

Date of decision:  5 March 2004

Year of income:  30 June 2004

Legislative References:
Income Tax Assessment Act 1997
   section 8-1

Case References:
Kauri Timber Co Ltd v. Comr of Taxes
   [1913] AC 771

Related ATO Interpretative Decisions
ATO ID 2004/321
ATO ID 2004/322
ATO ID 2004/323

Keywords
Afforestation expenses
Carbon sequestration rights

Business Line:  Business and Personal Taxes Centre of Expertise

Date of publication:  8 April 2004

ISSN: 1445-2782

history
  Date: Version:
You are here 5 March 2004 Original statement
  11 November 2005 Archived