Updated – User Request
New columns have been added to this calculation to enable identification of franking credits that are not claimable under the holding period rule. You have the option of showing or hiding these new columns. Also enter franking credits received through partnerships and trusts to compare the client’s total franking credits with the small shareholder exemption threshold. Data entry has been streamlined to assume that all dividends qualify for the exemption and simply enter holding dates for the exception(s) to the rule.
Note: this calculator is not compatible with Excel versions 2021 and prior.
Calculations/2024/Dividend Calculations