申请FTA 和 FTB, 网上做了一个评估。
看到有这么一个东东: total net investment losses 看了一下他的定义。
请问,这个不是说投资房上的NG 吧? 投资房的NG 也算NET INVESTMENT LOSSES, 但是看了这个定义,好像是说借钱 股票 FUND之类的,但是没有但到定义里有说到PROPERTY INVESTMENT。
不知道我理解对不对,请高手指点。谢谢。
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Total Net Investment Losses (yearly amount)
Investments that will be considered for family assistance purposes may include investments in shares, term deposits or managed funds. Consequently, examples of a 'net investment loss' may include the following:
borrowing costs (i.e. interest expenses, establishment fees, legal expenses, stamp duty on loan that is taken out to invest in shares where those fees exceed any return on the shares);
management or fund fees, including ongoing trailing commissions associated with a share investment or managed fund investment where those fees exceed any return on the investment;
travel expenses or the costs of an industry publication concerning investment or investment strategies. Individuals may claim the costs of travel to meetings with a share broker or the costs of an industry publication relied on in managing a share portfolio as an allowable deduction provided the necessary connection with the earning of income from the investments is established. Where such expenses exceed the investment return, then it is likely the individual will be deemed to have incurred a 'net financial investment loss';
the total loss incurred on a rental property that you or your partner have or expect to declare on your personal income tax return for the appropriate financial year.
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