Navigating Taxes Down Under

Essential guidance for Australian Residents with assets in India. Mastering the Fiscal Year Gap, FITO, and Worldwide Income rules.

ATO: Worldwide Income Basis
DTAA: Article 24 Relief

1. Are you a "Temporary" Resident?

Australia has a unique tax advantage for temporary visa holders (e.g., 482, Student). They are often exempt from tax on foreign investment income.

📅 The Calendar Crunch

Australia runs July to June. India runs April to March. This 3-month offset makes reporting income and claiming credits tricky.

The Challenge

When filing your Australian return (due Oct 31), you must include Indian income earned from July 1 to June 30. This straddles two Indian financial years.

The Solution

You typically apportion income. For interest/dividends, use date of payment. For salary, pro-rate. Ensure your FITO (credit) matches the same income declared.

3. Income Stream Matrix

Select an income stream to view Australian tax implications.

4. Capital Gains & The 50% Discount

Selling property in India? Here's how the ATO treats it.

  • 1

    50% CGT Discount

    If you hold the asset > 12 months, only 50% of the gain is added to your Australian taxable income.

  • 2

    No Indexation

    Unlike India (historically), Australia does not use indexation. You calculate gain based on AUD cost vs AUD sale price.

  • 3

    FITO (Tax Credit)

    You get credit for tax paid in India. Crucial: If you use the 50% discount in Aus, you might have excess Indian credits you cannot use.

Tax Calculation Example (AUD)

5. Moving Back? Beware "Deemed Disposal"

When you cease to be an Australian resident for tax purposes, CGT Event I1 occurs.

The Rule You are treated as having sold all your non-Australian taxable property (like shares/crypto) for their market value on the day you leave.
The Choice You can choose to disregard this gain, but then the asset remains "Taxable Australian Property" forever—meaning you pay Aus tax when you actually sell it, even years later.