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TP controversy: The dynamic landscape of intangibles arrangements

TP controversy: The dynamic landscape of intangibles arrangements
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ATO deepens its focus on intangible assets and related TP matters

ATO has been issuing various TP guidance It is increasingly important to proactively address potential transfer pricing (TP) issues and related tax risks associated with the development, enhancement, maintenance, protection and exploitation (DEMPE) of intangible assets in the global economic environment. While recent Australian cases, including Tech Mahindra Limited v. Federal Commissioner of Taxation (2015) TR 775, have principally focused on, among other things, the distinction between royalties and either payments for services rendered or payments for the assignment of intellectual property, the ATO has been more rigorously pursuing and issuing guidelines on the TP, withholding tax and related consequences of a broad range of dealings with intangible assets. 

Australia: Launch of the patent box regime and guidance on intangible arrangements

The patent box regime will apply from July 1 2022 In the Australian Federal Budget on May 11 2021 the Treasurer announced a patent box regime for Australia and on May 20 2021 the Australian Taxation Office (ATO) issued a Practical Compliance Guideline on ‘intangibles arrangements’.  Patent box regime The regime will apply from July 1 2022 to income derived from Australian medical and biotech patents. The government also said it would consider extending the concession to ‘green’ technology patents, during consultation. The effect of the regime is that the income from such patents will be taxed at a concessional rate of 17%, rather than the standard corporate rate of 30%.  The regime is designed to incentivise R&D activities in Australia and encourage companies to retain ownership of patents in Australia.

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