Table of sections
11-1 Overview
11-5 Entities that are exempt, no matter what kind of ordinary or statutory income they have
11-10 Ordinary or statutory income which is exempt, no matter whose it is
11-15 Ordinary or statutory income which is exempt only if it is derived by certain entities
11-1 Overview
*Ordinary income or *statutory income which is exempt from income tax can be divided into 3 main classes:
(a) ordinary or statutory income of entities that are exempt, no matter what kind of ordinary or statutory income they have (see table in section 11-5);
(b) ordinary or statutory income which is exempt, no matter whose it is (see table in section 11-10);
(c) ordinary or statutory income which is exempt only if it is *derived by certain entities (see table in section 11-15).
11-5 Entities that are exempt, no matter what kind of ordinary or statutory income they have
Provisions of the Income Tax Assessment Act 1997 are identified in normal text. The other provisions, in bold, are provisions of the Income Tax Assessment Act 1936.
|
charity, education, religion or science |
|
charitable fund, public |
23(j) |
charitable institution |
23(e) |
educational institution, public |
23(e) |
religious institution |
23(e) |
scientific institution |
23(e) |
scientific research fund |
23(j) |
scientific society etc. |
23(g)(ii) |
|
community service |
|
community service society etc. |
23(g)(v) |
|
employees and employers |
|
employee association |
23(f) |
employer association |
23(f) |
trade union |
23(f) |
|
film |
|
Australian Film Finance Corporation |
23(k) |
|
finance |
|
friendly society |
23(g)(i) |
|
government |
|
local governing body |
23(d) |
municipal corporation |
23(d) |
public authority |
23(d) |
state/territory bodies |
24AK to 24AZ |
|
health |
|
health benefits organisation |
23(eb) |
hospital |
23(ea) |
medical benefits organisation |
23(eb) |
|
mining |
|
British Phosphate Commissioner Banaba |
|
Phosphate Mining Company of Christmas Island |
23(je) |
|
primary or secondary resources and tourism |
|
agricultural society etc. |
23(h) |
aviation society etc. |
23(h) |
horticultural society etc. |
23(h) |
industrial society etc. |
23(h) |
manufacturing society etc. |
23(h) |
pastoral society etc. |
23(h) |
tourism society etc. |
23(h) |
viticultural society etc. |
23(h) |
|
sports, culture or recreation |
|
animal racing society etc. |
23(g)(iv) |
art society etc. |
23(g)(ii) |
game society etc. |
23(g)(iii) |
literature society etc. |
23(g)(ii) |
music society etc. |
23(g)(ii) |
sport society etc. |
23(g)(iii) |
|
superannuation and related business |
|
constitutionally protected funds |
271A |
11-10 Ordinary or statutory income which is exempt, no matter whose it is
Provisions of the Income Tax Assessment Act 1997 are identified in normal text. The other provisions, in bold, are provisions of the Income Tax Assessment Act 1936.
|
dividends or shares |
|
pooled development fund company dividend |
124ZM |
pooled development fund company shares, income from sale of |
|
|
financial transactions |
|
infrastructure borrowings, income in relation to |
159GZZZZE |
pooled development fund company dividends |
124ZM |
pooled development fund company shares, income from sale of |
|
|
foreign aspects of income taxation |
|
attributed foreign investment fund income |
23AK |
attributed income |
23AI |
Australian-American Education Foundation, grant from |
23(za) |
withholding tax, income subject to |
128D |
|
non-cash benefits |
|
business benefit |
23L(2) |
fringe benefit |
23L(1) |
11-15 Ordinary or statutory income which is exempt only if it is derived by certain entities
Provisions of the Income Tax Assessment Act 1997 are identified in normal text. The other provisions, in bold, are provisions of the Income Tax Assessment Act 1936.
|
defence |
|
Defence Force member, allowances |
23(t) |
Emergency Defence Force member, pay and allowances |
23(sa) |
Reserve Defence Force member, pay and allowances |
23(s) |
|
education |
|
bursary, educational allowance etc. |
23(z) |
CRAFT scheme, employer’s income from |
23(jc) |
foreign student, scholarship and bursary to |
23(ya) |
full time student, income from a scholarship, bursary, other educational allowance or educational assistance |
|
isolated child, income for the provision of education of |
23(zaa) |
secondary student, income for the provision of education |
|
|
foreign aspects of income taxation |
|
approved overseas project, income from |
23AF |
Australian Federal Police member in Cambodia, pay and allowance |
|
Commonwealth Government Officer, official salary and foreign income |
|
Commonwealth sporting club or association, income of |
23(c)(ii) |
consul and official staff member, official salary and foreign income |
|
Defence Force member, pay and allowances from being on eligible duty |
|
|
Defence Force member, non-resident, pay |
|
Defence Force member, pay and allowances from performing duties in operational areas |
|
defence of Australia, overseas person’s income from assisting in Australia’s defence |
|
diplomat and official staff member, official salary and foreign income |
|
dividend from a foreign country, non-portfolio |
23AJ |
educational, scientific, religious or philanthropic society, income of a visiting representive of |
|
expert, non-resident, remuneration of |
23(b) |
foreign branch profits by an Australian company |
23AH |
foreign society or association representative, income of |
23(c)(iv) |
government representative and members of the entourage, non-resident, income of |
|
persecution victim, pensions etc. |
23(kc) |
non-resident, foreign sourced income |
23(r) |
OBU off-shore investment trusts, income to which subsection 121D(6) applies |
|
overseas employment income, resident, income of |
23AG |
Papua New Guinea pension, Papua New |
|
press representative, foreign, income of |
23(c)(v) |
resistance fighter and victim of wartime persecution, pension and etc. of |
|
sporting club, British Commonwealth, income of |
23(c)(ii) |
sports person, non-resident, income of |
23(c)(i) |
superannuation fund, non-resident, interest and dividend income of |
|
Territory resident, income from sources in a prescribed Territory |
|
Territory resident company or trust, income from sources outside Australia |
|
United Nations, income from service with |
23AB |
United States projects, income from approved overseas projects |
|
|
health |
|
Thalidomide Foundation, trustee, income of |
23(ec) |
|
life assurance |
|
constitutionally protected fund, income attributable to |
110CA |
constitutionally protected fund, registered organisation, income attributable to |
|
CS/RA, percentage of notional amount |
110C |
CS/RA class of assessable income, registered organisation |
116FA |
CS/RA class of assessable income |
110B |
current pension liabilities, registered organisation |
116FB |
foreign permanent establishment, income attributable to policy issued by |
|
life insurance company, grant from the Protection Fund . |
116DG |
policies, income in relation to |
112A |
pooled superannuation trust, disposal of units in |
111B |
pooled superannuation trust, registered organisation, disposal of units in |
|
reinsurance recovery and refund of premium, registered organisation, income from |
|
|
mining |
|
Aboriginal and Torres Strait Islander, mining payment |
23AE |
distributing body, mining payment |
23AE |
rights to mine, sale of |
330-60 |
|
social security or like payments |
|
disability services payment |
24AF |
domiciliary nursing care benefit |
24AG |
drought relief, payment for |
24AIA to 24AIB |
persecution victim, pension etc. for |
23(kc) |
resistance fighter and victim of wartime persecution, pension and etc. for |
|
social security, payment from |
24AB to 24ABZD |
student and youth, assistance payment to |
24ABZE to 24ABZF |
veteran, Australian and United Kingdom, payment to |
24AH |
veteran, payment to |
24AC to 24ACWA, 24AE |
wounds and disability pension |
24AI |
|
student |
|
see education |
|
|
superannuation or related business |
|
Approved Deposit Fund, continuously complying fixed interest, income from 25 May 1988 deposits |
|
Approved Deposit Fund, income from a grant of financial assistance under Part 23 of the Superannuation Industry (Supervision) Act 1993 |
|
Approved Deposit Fund, non-reversionary bonuses on policies of life assurance |
|
Approved Deposit Fund, pre-1 July 1988 income |
291 |
pooled superannuation trust, income from constitutionally protected funds |
|
pooled superannuation trust, income from current pension liabilities of complying superannuation funds |
|
pooled superannuation trust, non-reversionary bonuses on policies of life assurance |
|
pooled superannuation trust, pre-1 July 1988 income |
297 |
superannuation fund, income from current pension |
|
superannuation fund, income from segregated current pensions assets |
|
superannuation fund, non-reversionary bonuses on policies of life assurance |
|
superannuation fund, pre-1 July 1988 income |
282 |
superannuation fund, regulated, income from a grant of financial assistance under Part 23 of the Superannuation Industry (Supervision) Act 1993 |
|
|
United Nations |
|
Australian Federal Police member in Cambodia, pay and allowance |
|
United Nations Service, income from |
23AB |
|
vice regal |
|
Governor-General, official salary and foreign income |
23(a)(i) |
State Governor, official salary and foreign income |
23(a)(i) |
|
welfare |
|
Handicapped Persons Assistance Act 1974 , bonus from |
23(kba) |
maintenance payment |
23(l) |
rent subsidy |
23(ke) |
Note: The following provisions of the Income Tax Assessment Act 1936 give rise to notional exempt income and not exempt income. For this reason the provisions do not appear in the lists of kinds of exempt income.
The provisions are: paragraphs 384(1)(b) and 385(1)(b), subsection 402(2) and sections 403 and 404.
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Income Tax Assessment Act | Apprentice Tax Practitioner Program