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s 219-40

Reversing and replacing (on tax paid basis) certain franking credits that arose before 1 July 2002

In force
Chapter 3Specialist liability rules
Part 3-6The imputation system
Division 219Imputation for life insurance companies

219-40 Reversing and replacing (on tax paid basis) certain franking credits that arose before 1 July 2002

(1)

This section applies if:

(a)

a franking credit arose before 1 July 2002 in the franking account of a life insurance company under former section 160APVJ of the Income Tax Assessment Act 1936 in relation to a PAYG instalment in respect of an income year; and

(b)

the company’s assessment day (the assessment day) for that income year occurs on or after 1 July 2002; and

(c)

the company has a franking account (the new franking account) under section 205‑10 of the Income Tax Assessment Act 1997.

(2)

A franking debit of the amount worked out in accordance with the following formula is taken to have arisen in the new franking account on the assessment day:

Start formula Amount of the 1936 Act credit times start fraction 30 over 70 end fraction end formula

where:

amount of the 1936 Act credit means the amount of the franking credit mentioned in paragraph (1)(a).

(3)

On the assessment day, a franking credit of the amount mentioned in item 2 of the table in section 219‑15 of the Income Tax Assessment Act 1997 arises in the new franking account in relation to a payment of the PAYG instalment mentioned in paragraph (1)(a) of this section that was made before 1 July 2002.

Note:

On the assessment day, the franking credit mentioned in paragraph (1)(a) is therefore:

  • reversed by the franking debit arising under subsection (2); and
  • replaced with a franking credit arising under subsection (3).
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Section 219-40 — Reversing and replacing (on tax paid basis) certain franking credits that arose before 1 July 2002 — Income Tax (Transitional Provisions) Act 1997 (Commonwealth) — Barrister AI