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orangetree
28-07-2010, 13:52 PM
Hi, this is probably so common that you all think I'm a dimwit, but I'm completely new to all this and could do with some "Janet & John" advice so that I get everything done correctly and understand it all thoroughly before I go down this route.

Due to some opportunities that have arisen, me and my husband are planning on moving back to my home country (Australia) and will rent our house out here (in order to have fall back if it doesn't work out there - there's not enough equity in it to make it worthwhile selling anyway). Rental income is likely to be about £750, with our mortgage currently paying £780 (interest only at the moment, which I'm loathed about), so there will certainly be no profit after the management fee is taken out. Mortgage company have already given permission to rent it out with no requirement to change the product itself until the fixed rate is up.

I know I need to register all this with the tax office etc, but what exactly am I doing here? I assume - in theory - income on the self-assessment form is £750, with management fee and mortgage interest payment ALL becoming allowable expenses, ie no profit, therefore no tax. We would of course have to filter more money through from overseas to top up and for any other expenses, which won't be a problem in itself and I guess won't need to be taxable as income (as it's simply a transfer from our Aus account to our UK account). However, how does all this relate to me and hubby? Who declares it? Hubby is already registered self employed and I'm not (until I notify tax office of course), but the mortgage and bank account where money will collect are in both names, so who fills in the tax forms and thus declares the income...? We'll be having to do self-assessments in Australia too, but we'll deal with that side of things when we get there.

Any advice would be greatly appreciated. I'm a smart woman but I feel a right numbskull on this! :o

Telometer
28-07-2010, 14:22 PM
You will be non-resident landlords, so need to apply to HMRC to become part of that scheme. http://www.hmrc.gov.uk/cnr/nr_landlords.htm#2

Then you will have to fill in a UK tax return, showing your annual loss (no tax to pay, indeed). From an Australian perspective, you need Australian tax advice, and should either look for an Australian forum like this or get yourself an Australian accountant. Again, it is unlikely that tax will be payable as it makes a loss, but you need to make sure.

orangetree
29-07-2010, 08:39 AM
That link is really useful, thank you so much. I guess I knew more than I thought I did, but at least now I can breathe easier knowing it's not going to be as problematic as I thought.

Australia actually taxes you on your worldwide income, but I do believe they have a tax rule between the UK and Australia to avoid double taxation, were it to come to profit that is. And I've already found a Sydney-based accountancy firm who deals solely on UK/Australian issues.

Thanks again

TaxationPete
29-07-2010, 08:40 AM
IS you jointly own the property then the profit/loss is split 50/50 be default. You alter this by owning the property as tenant in common and apportioning the ownership or using a Declartion of Trust. However as you are not making a propfit it be be best left as it is and you both complete a UK SATR. Do not forget to complete the P85's when you leave the country so you will be UK Non Resident. Regards Peter

Telometer
29-07-2010, 08:44 AM
IS you jointly own the property then the profit/loss is split 50/50 be default. You alter this by owning the property as tenant in common and apportioning the ownership or using a Declartion of Trust. Regards Peter

Do you know that this works under Australian law?

(I agree that as the property is apparently making a loss, it probably doesn't matter; if the rent and interest are both monthly you are unlikely to get into trouble. However, if some of the income/expense is "lumpy" then forex movements might put you in a situation that you show - in AU$ terms - a profit.)

TaxationPete
29-07-2010, 10:24 AM
The OP is not in Australia yet soi there is no Issue. I suspect the property is jointly owned and await comment from the OP to confirm that. Regards Peter

orangetree
29-07-2010, 11:10 AM
Thanks all, yes me and hubby own as equal tenants in common since 2003, and we were married 2 years ago, but didn't bother about changing anything on the deeds to jointly owned.

So I guess on the UK SATR we divide the figures equally when it comes to it.
Once I get to Australia I'm sure it'll be much easier as we will be renting out there not buying so the tax returns out there should, in theory, become simpler. Not happy we'll be having to do four of them in total though!

Poolboy
15-08-2010, 17:11 PM
best post the losses as they accumulate then if it turns a profit you have a carried forward loss to offset. Don't forget yr allowances (wear & tear, visits, phone calls, postage, photocopies of tax returns)

SA form is all of 5 boxes - takes me 1 hr tops.

keep yr receipts, good luck

TaxationPete
16-08-2010, 08:33 AM
VISITS !!!!!, Right HMRC are going to accept return air flights from Australia, and they have a letting 'Agent' the agent visits the property not the owner. Regards Peter