Interest, Dividend & Other Investment Income Deductions

You can claim a deduction if you are able to show that you incurred expenses earning interest, dividend or other investment income.

Your expenses might include:

  • account-keeping fees for accounts held for investment purposes
  • management fees and fees for investment advice relating to changes in the mix of your investments
  • interest charged on money borrowed to purchase shares or other investments.

For more information please refer to the ATO website.