请教VIC Land Tax（更新：很神奇今年的降回$2500了）

Ngshun

jyy_jessie 发表于 2022-3-4 17:30
前屋主也是trust 的，但是他的land tax就没有surcharge，很奇怪，前屋主的land tax我上面贴出来了 ...

看黃色highlights, 前屋no surcharge 的可能性

jyy_jessie

Ngshun 发表于 2022-3-4 19:02
看黃色highlights, 前屋no surcharge 的可能性

谢谢您的信息，前屋主是1989年买的，那应该是属于免除surcharge

那现在我这个情况应该是没办法免除surcharge了

谢谢楼上各位

Amy_XY

我认为目前看来，要是trust没有指定受益人已经百分比，就一定会有surcharge...
等高手解惑

Amy_XY

Ngshun 发表于 2022-3-4 17:53
Discretionary trust 可以改成unit trust 的、但是unit trust 不能改分配、因为Stamp duty 原因 ...

那就是说， Discretionary trust 可以在房产有收益的时候，再决定谁是受益人，对吧？
而一旦是Discretionary trust，也就不可能避免surcharge了，是这样吗？

Ngshun

Amy_XY 发表于 2022-4-4 15:47
那就是说， Discretionary trust 可以在房产有收益的时候，再决定谁是受益人，对吧？
而一旦是Discretion ...

对、而且有一天如果你想把这个物业轉去某单一个收益人名下、也不用再交stamp duty 了。所以很多人先用trust 買物业、將来某一天如果你想将房子给儿子做principle home 就不用再交stamp duty 、但是要计capital gain or loss.

TerryGan

如果是discretionary trust的话那trustee是需要叫surcharge 的。 至于为什么卖家没有显示surcharge,原因可能是trust是unit trust，这个情况的话就是trustee 只需交general rate,然后unitholder会在各自名下按照比例交land tax at general rate (如果unitholder有其它property的话）,会有deduction applies. 如果unitholder没有其它土地,那只有trustee需要交land tax at general rate, 所以在trustee层面没有surcharge.他们需要通知sro谁是unitholders

jyy_jessie

TerryGan 发表于 2022-4-14 11:28
如果是discretionary trust的话那trustee是需要叫surcharge 的。 至于为什么卖家没有显示surcharge,原因可 ...

谢谢

前几周打电话去问了，提交了trust的benificial，明年就按genreal 来算，今年的要按5000来交

jyy_jessie

Ngshun 发表于 2022-3-4 18:02
看黃色highlights, 前屋no surcharge 的可能性

很神奇，今天收到今年的land tax
surchrge没有了

Ngshun

jyy_jessie 发表于 2023-9-22 00:13
很神奇，今天收到今年的land tax
surchrge没有了

你是否交给Landtax office each beneficiary %?  如果land tax office 算錯、过幾年后都可以追回的。我之前有个trust 、律师放錯company trustee is only holding the property, not trust .  最后tax office 追回五年的shortage land tax charge

jyy_jessie

Ngshun 发表于 2023-9-22 10:07
你是否交给Landtax office each beneficiary %?  如果land tax office 算錯、过幾年后都可以追回的。我之 ...

去年有surcharge
然后我提交了trust里benificial上去
今年就没surcharge了

Ngshun

jyy_jessie 发表于 2023-9-22 15:34
去年有surcharge
然后我提交了trust里benificial上去
今年就没surcharge了

Land held on trust for a fixed, discretionary or unit trust is generally assessed at trust surcharge rates of land tax. The trust surcharge does not apply to land held by an administration trust, an excluded trust or an implied or constructive trust.

The trust surcharge rates are higher than general land tax rates and apply once the total value of the taxable land held by the trust is $25,000 or more. When the total value of the taxable land is $3,000,000 or more, there is no difference between the general and trust surcharge land tax rates.

If you tell us about the beneficiaries of the trust, we may assess the trust at general rates and may also assess the beneficiaries for their interest in the trust land in any individual assessments they receive.

jyy_jessie

Ngshun 发表于 2023-9-22 10:07
你是否交给Landtax office each beneficiary %?  如果land tax office 算錯、过幾年后都可以追回的。我之 ...

我是用company作为trustee的

跟你情况一样吗

Ngshun

jyy_jessie 发表于 2023-9-22 21:43
我是用company作为trustee的

跟你情况一样吗

company 是trustee

Ngshun

jyy_jessie 发表于 2023-9-22 21:43
我是用company作为trustee的

跟你情况一样吗

If you tell us about the beneficiaries of the trust, we may assess the trust at general rates and may also assess the beneficiaries for their interest in the trust land in any individual assessments they receive.

你明白这个解释吗？就是如果你提交了beneficiaries of the trust, trust的land tax 是general, 同时各收益人也可能收到land tax.