请教各位股市达人 - 一年交易几次可以把炒股当成职业进行报税?

wondersky

如题,请教!

strayivy

主要根据intention来决定的，没有硬数据说超过了多少就是trading.

footy

1.是否有详细的交易计划和策略(几句话半页纸的不行，起码要有市场分析，板块分析，个股分析，盈利可能性分析，止损策略等，基本上如果连standard deviation和sharpe ratio之类最起码的东西都没分析的话很难被认为是share trading business)

2.交易频率和规模(主观标准，例如参考你的其他收入来源，投资规模占总资产比例，花费的时间等因素)

3.是否有危机发生时的应急方案。

theforest

保证赢钱？

wondersky

ATO没有明确规定吗？

wondersky

有会计师了解吗？

ijazz

学习了解

fzds

看来想炒股赚钱的不少。

wondersky

不是想，是赚多了看能不能抵税。。。

znzjack

wondersky 发表于 2015-5-21 17:22
不是想，是赚多了看能不能抵税。。。

好奇怪的问题，股市盈利需要缴税，只有亏了才能抵税啊

wondersky

赚多了看能不能当成职业， claim expense....

yuisaka

wondersky 发表于 2015-5-25 18:05
赚多了看能不能当成职业， claim expense....

先賺了再找個會計問下不就完了，還沒開始就做夢.....

xiaoyoutao

yuisaka 发表于 2015-5-27 20:08
先賺了再找個會計問下不就完了，還沒開始就做夢.....

加分

wondersky

有时候我想网络时代似乎没必要专门去找会计师或者broker,在足迹上问一下就可以了,没想到被那么多人嘲笑, 呵呵.专门去问一个会计师还不如在网络上集思广益来的好，我一直这样以为。
赚多赚少,只要是正收益,想一下是否可以避税有那么严重吗?每多收入1块钱就要交37c+的税...如果有现成的ATO ruling或者会计准则 （比如每个月交易10次就可以当成职业，我只是打个比方）那么你就可以claim电费，网络费，耗材费用甚至教育费用比如购买书籍。
我就不信买股票的各位大牛全是亏损没一个盈利，或者盈利了就不care要交的税？这个想法很可笑？你要开源赚1块钱不容易，可以节流37c+，why not?

wondersky

为什么象fzds跟yuisaka那么负能量的人那么多。。。还有xiaoyoutiao这种冷眼旁观的人社会上也挺多，呵呵。

yuisaka

wondersky 发表于 2015-5-28 00:23
有时候我想网络时代似乎没必要专门去找会计师或者broker,在足迹上问一下就可以了,没想到被那么多人嘲笑, 呵 ...

算了，看在給我加分的份上，感覺你是個小學生.首先只有繳稅才能報消耗，其次只有虧損才能負扣稅，最後小學生玩股票只想贏不能輸最好的結果就是房子進去褲子出來。就算你真的真的賺了錢還捨不得請個會計師退個稅或者報個稅？連這5毛錢都捨不得出嗎？

而且網絡時代和報稅退稅也毫無關係，去諮詢是免費的，不用謝

wondersky

看您回复是繁体,想必是港澳同胞或者台湾同胞咯,说话果然是比较不客气.或者是文化背景不同吧,不习惯港人那种咄咄逼人的气势,此是题外话. 学历不代表什么,但是真的比学历或者炒股的经验的话，most likely, 如果我是小学生,也许您还在学前班或者cc,就此打住，谁也别嘲笑谁，呵呵.
首先, 我并不是准备报负扣税, 前文已经提到是为了抵扣盈利.我问的是作为职业的expense,比如园丁买个割草机或者dollar shop老板买辆车,这都是可以作为expense的,如果炒股是一个职业,自然家里办公室设备买电脑的花费网络费用以及其他也是可以抵扣的,这是职业工具.
其次,咨询会计师自然是免费的(不必加红加大字样,我并不需要戴眼镜),然而你花费的时间以及咨询会计师所带来的可能结果--单一性局限性,自然没有网络提供的资源宽广.而且我也没时间且不值得在工作时间去咨询或者电话咨询会计师.
最后,您说对了,我就是不舍得花钱请会计师退税,自己能做的事情找别人干吗?找会计师报税一样要提供各种材料，还不如自己报来得简单省事。虽说术业有专攻，但用一点晚上的时间报个税还是比报一堆材料在白天去找个会计报税来得容易，至少对我而言是如此。
如果您对税务方面也不是很熟悉，至少可以不用带着您的负能量，居高临下的呵斥别人问的问题：）收起您的气势，谁也不比谁高一等。

jeff_lawsons

When determining whether someone is carrying on a share trading business or is an investor you need to analyse a number of factors.
I refer you to the following ATO link summarising the factors you must consider to determine a share trading business:

https://www.ato.gov.au/Business/Investments,-shares-and-options/In-detail/Carrying-on-a-business-of-share-trading/Carrying-on-a-business-of-share-trading/


When considering whether a person is carrying on a business, a lot of different indicators must be weighed up.  In carrying on a business of share trading, the greatest weighting is often given to the repetition and regularity of the activities and organisation in a business like manner.  In general, a share trader will have a clearly defined business plan and trading method, including using fundamental and/or technical analysis and stop losses.
Therefore, if you have put in a considerable sum of money into the share market and traded regularly, and spent time analysing and researching market trends, reports and articles to assist you in making informed decisions in your share trading activity, and the holding periods are usually short, and you indicate repetition and regularity in your share dealings, then most likely you are carrying on a business of share trading. The tax implications will be:
1.        Your share trading activity is assessable as business income under section 6-5 of the ITAA 1997 (Not under the CGT provisions) and losses are deductible under section 8-1 of the ITAA 1997.
2.        You would need to pass at least one of the non-commercial loss tests in order to apply the losses from share trading against other income.
3.        Your shares will be treated as “trading stock” and must be valued at the end of the financial year.
4.        If you cease holding the shares as trading stock and starts holding them on capital account then there would be a deemed disposal under the trading stock rules, you would be deemed to have disposed of the shares for their cost and bought them back for the same amount.

JohnnySu

#3说的基本正确