Here's a good summary of the PSI rules from:
http://www.apesma.asn.au/connect/small_business/independent_operator.asp

When is a contractor an independent operator?

By Roger Lee, Director Finance, Professional Update - July 2000 

>From 1 July 2000 the federal government will place major restrictions on the
tax effectiveness of arrangements that alienate personal services income to
entities like companies, partnership or trusts. The intended effect is that
income instead be assessable to the individual who provides the personal
services.

As we know, it's common for individuals to operate their business through a
company, partnership or trust for business convenience as well as income tax
effectiveness.

What is a personal services or personal exertion income? Personal services
income is defined as "income earned directly from the effort of a person,
such as labour or skill." According to the Australian Taxation Office,
income will not be considered as personal services income if the personal
services are ancillary to the supply of goods or if the income is mainly
from income producing assets.

So why is the Australian Taxation Office concerned about individuals earning
money from personal services business through a separate entity such as a
company, partnership or trust?

The Taxation Office is concerned when an individual earns personal exertion
income and then diverts the income to a separate entity with the sole
purpose of reducing income tax. This arrangement is known as "alienation of
income".

Alienation of personal exertion income provides an individual with:

*       the opportunity to split the income through the entity with other
individuals 
*       access to lower marginal tax rates 
*       the ability to claim tax deductions for a larger range of business
expenses. 

If an entity earns 80 percent or more of its income from one source, the
Taxation Office will treat the entity for income tax purposes as if the
income had been earned by the individual, and will assess the personal
services income according to the personal rate of tax-unless determined
otherwise by the Taxation Office. To obtain a determination from the
Taxation Office that the entity is operating as a business, one of the four
grounds must be given. That you:

*       have two or more unrelated clients 
*       have one or more employees 
*       have a separate business premise 
*       are contracted to produce a result, supply own plant and equipment
or tools of trade and are liable for the cost of rectifying defective work. 

There are exceptions to these rules. The Taxation Office has listed a few
examples of exemptions. These include:

*       a business that takes on one long term contract will be able to seek
a determination from the Taxation Commissioner if they had two or more
unrelated clients in preceding years and reasonably expect to have them in
subsequent years 
*       a start up business that has only one client in the beginning may be
able to seek a determination from the Commissioner if they reasonably expect
to have two or more unrelated clients in subsequent years. 

These proposed measures will commence on 1 July 2000. As a transitional
measure, contractors who are in the Prescribed Payments System as at 13
April 2000 will not be affected by the measures until 1 July 2002.

However it is advisable that members affected by the proposed measures
consult their accountants for advice. 

 

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