The ATO, on Wed 4.6.2014, issued the following Product Rulings:

  • PR 2014/9: Tax consequences of investing in the UBS Structured Option and Loan Facility. It applies to entities that enter into the scheme from Wed 4.6.2014 until 30 June 2017. Among other things, the Ruling states that where the investor has an principal loan and does not acquire a related option, the interest incurred under the principal loan, reduced by an amount reasonably attributable to the cost of capital protection worked out under step 3 of the method statement in s 247-20(3) of the ITAA 1997, will be deductible under s 8-1.
  • PR 2014/10: Tax consequences for a customer holding a Home Buy Savings Account and a home loan with the Commonwealth Bank of Australia. It applies to entities that enter into the scheme from Wed 4.6.2014 until 30 June 2017. The Ruling states that the notional bonus interest to accrue on the customers’ home buy savings account will not be assessable income under s 6-5 of the ITAA 1997.
  • PR 2014/11: WA Blue Gum Project 2014. It applies to entities that enter into the scheme from Wed 4.6.2014 until 30 June 2014. The Ruling states that provided the scheme is carried out in accordance with the Ruling, for income years ended 30 June 2014 to 30 June 2024, the Commissioner will exercise his discretion under s 35-55(1) in relation to the deferral of losses from non-commercial business activities.

[LTN 106, 4/6/14]