"Net Financial investment loss" calculation

20M1 Total dividend income or managed investment scheme income from foreign companies" + "20F Total Australian franking credits from a New Zealand franking company" - "13Y Total related deductions". 


$1245 - $3375 = $2130



Note: “IT5 Net financial investment loss” uses only amounts pointed above. 


Managed investment scheme income” and “Franked distributions from trusts relating to investments” are only filled from Trust worksheet.




Learn more from the ATO rule, here