股票损失可以退税吗？

flora222

记得以前有位TZ说过，股票盈利要记入收入，那么损失可以抵税吗？
如果可以的话记入哪一项？
另外，这个盈利和损失是卖掉后的实际数额，还是按当天的市值计算而得？

黑山老妖

通常来说股票损失属于capital loss，只能用来抵消capital gain。
如果你是trader那么股票交易属于operation loss，可以抵销收入。
损失和盈利都是按照交易的价格计算。如果没有实现盈亏就不能算。

crizykitty

原帖由 黑山老妖 于 2008-7-18 09:04 发表
通常来说股票损失属于capital loss，只能用来抵消capital gain。
如果你是trader那么股票交易属于operation loss，可以抵销收入。
损失和盈利都是按照交易的价格计算。如果没有实现盈亏就不能算。

I am a trader and have ABN as a sole trader. May I ask "lao yao" some questions:

1. As a stock/CFD trader, which section should I quote my ABN number and input my operation gain/loss in etax system?

2. I have some trading courses and trading magazines expenses occured in this financial year, therefore which section should I input these deductions in etax?

3. If I've claimed my capital gain/loss in the business section, do I still need to indicate this in the "Capital gain/Capital loss" section seperately?

Much obliged!!

黑山老妖

Sorry Crizykitty, I am not an accountant so I have no idea about business tax returns. I can not help you much...
Any accountant care to answer these questions?

crizykitty

原帖由 黑山老妖 于 2008-7-18 12:24 发表
Sorry Crizykitty, I am not an accountant so I have no idea about business tax returns. I can not help you much...
Any accountant care to answer these questions?

no worries, thanks anyway:)

休

a stock/CFD trader,要付合税局的定义,首先每年的交易笔数不能小于44(大概),其次金额也有一定限制,若果你不能达到标准,你只能按capital loss算.

crizykitty

原帖由 休 于 2008-7-18 14:03 发表
a stock/CFD trader,要付合税局的定义,首先每年的交易笔数不能小于44(大概),其次金额也有一定限制,若果你不能达到标准,你只能按capital loss算.

thanks Xiu, if I'm not qualified as a trader by ATO's defination, then can I still deduct my trading courses and magazine fees? If so, which section should I fill in on etax?

休

原帖由 crizykitty 于 2008-7-18 14:15 发表


thanks Xiu, if I'm not qualified as a trader by ATO's defination, then can I still deduct my trading courses and magazine fees? If so, which section should I fill in on etax?

不行

Devil_Star

如果你大多数POSITIONS都HOLD少于1年， 而且月月都有几个TRADES， 那么一般情况下都可以说服ATO你是TRADERS， 我一般报的有手提电脑，TRADING COURSES, SEMINARS, MAGAZINES，文具。。。

我是用TRUST UNDER TRUSTEE COMPANY。

（非专业ACCOUNTANT建议， 只是个人看法而已）

crizykitty

原帖由 Devil_Star 于 2008-7-19 12:58 发表
如果你大多数POSITIONS都HOLD少于1年， 而且月月都有几个TRADES， 那么一般情况下都可以说服ATO你是TRADERS， 我一般报的有手提电脑，TRADING COURSES, SEMINARS, MAGAZINES，文具。。。

我是用TRUST UNDER TRUST ...

多谢， 这些条件我都满足的， 只不过我用的事sole trader， 请问和你这个trust 报税方法差不多巴

ulgd5566

Devil_Star 发表于 2008-7-19 12:58
如果你大多数POSITIONS都HOLD少于1年， 而且月月都有几个TRADES， 那么一般情况下都可以说服ATO你是TRADERS ...

Devil兄，我在请教下你，我怎么找不到trust under在my tax里面。您现在是怎么填的

stunner

crizykitty 发表于 2008-7-20 17:49
多谢， 这些条件我都满足的， 只不过我用的事sole trader， 请问和你这个trust 报税方法差不多巴 ...

请问如何界定sole trader? 报税有优惠吗？

豆丁

crizykitty 发表于 2008-7-18 12:19
I am a trader and have ABN as a sole trader. May I ask "lao yao" some questions:

1. As a stock/CF ...

I am a trader and have ABN as a sole trader. May I ask "lao yao" some questions:


1. As a stock/CFD trader, which section should I quote my ABN number and input my operation gain/loss in etax system?
before calling yourself a stock trader, i would suggest to have a quick search on "stock trader vs stock investor".  they are two very different investment strategy, and hence two very different tax implications. Basically one is actively trading and hoping to profit through stock volatility and latter is more passive in nature by earning dividend in return.


2. I have some trading courses and trading magazines expenses occured in this financial year, therefore which section should I input these deductions in etax?
can claim, for stock trader, it goes into business schedule on tax return. for stock investor, it goes into D8


3. If I've claimed my capital gain/loss in the business section, do I still need to indicate this in the "Capial gain/Capital loss" section seperately?
no, if its counted in revenue account already, no need to count again in capital account

Much obliged!!

豆丁

ulgd5566 发表于 2016-9-13 11:23
Devil兄，我在请教下你，我怎么找不到trust under在my tax里面。您现在是怎么填的 ...

那应该是devil兄的distribution structure - stock trading business running under the umbrella of discretionary trust.
好处是可以distribute income 给family member以达到合理避税

stunner

豆丁 发表于 2019-4-30 00:14
I am a trader and have ABN as a sole trader. May I ask "lao yao" some questions:

借问下，作为trader一定要有ABN吗？

豆丁

stunner 发表于 2019-5-7 21:03
借问下，作为trader一定要有ABN吗？

既然是个stock trading business,最好注册ABN。
stock trading和stock investing的界定并不是ABN，具体鉴定方式可以搜索stock trading vs stock investing.