退税问题

snow_white

帮朋友问的，朋友付了2000多元给她的FINANCIAL ADVISOR去给她的SUPER FUND做FINANCIAL ADVICE，还说这笔费用在年底退税时是可以CLAIM回来的，
可是朋友找TAX AGENT退税时却被告知不可以CLAIM，因为还没PRODUCE ASSESSABLE INCOME。想请问为什么2个人说的不一样？

即使SUPER FUND有盈利，那些盈利我们暂时还是不能GET ACCESS TO，也就是不需在TAX RETURN上DECLARE，那若来年SUPER FUND的确有盈利，朋友又怎么CLAIM她的FINANCIAL ADVICE开支呢？

leo727

First of all, your firends really should seek advice through the super fund, then i guess the cost paid for the financial advice can be deducted within his super

secondly, basic theory for claiming exp, you should have a  relevant income to claim againsted, or you intend to earn taxable income in the near future, the fact he pay for financial advice for his super which been managed by super fund make that he cannt claim this exp within his personal tax return. futhermore, when you claim a big exp and have no relevant income, the tax office will raise question.

above is only my view.

snow_white

谢谢楼上的回复~！
但我很不明白为什么她的FINANCIAL ADVISOR会信誓旦旦地告诉她收费是可以TAX DEDUCTIBLE，好气人

Artcore

对SUPER FUND可能可以扣税, 但是FUND & INDIVIDUAL 是两个不同的Taxpayer.

snow_white

我想我明白了，谢谢~