退税问题

iiiloveyoou

帮敌人问的，敌人付了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能够CLAIM回来的，
可是敌人找TAX AGENT退税时却原告知不成以CLAIM，由于还没PRODUCE ASSESSABLE INCOME。想请问为何2集体说的纷歧样？

即便SUPER FUND有盈利，那些盈利咱们临时仍是不克不及GET ACCESS TO，也就是不需在TAX RETURN上DECLARE，那若来年SUPER FUND确实有盈利，敌人又怎么CLAIM她的FINANCIAL ADVICE开支呢？

hikoo

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.

sujdfff

谢谢楼上的回复~！
但我很不明确为何她的FINANCIAL ADVISOR会山盟海誓地告知她免费是能够TAX DEDUCTIBLE，好气人

binsi

对SUPER FUND可能能够扣税, 然而FUND & INDIVIDUAL 是两个不同的Taxpayer.

冰雾

我想我明确了，谢谢~