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Home / Simons-Taxes /Personal and employment tax /Part E1 Income tax /Division E1.5 Miscellaneous and exempt income /Purchased life annuities / E1.547 Exempt sum where annuity term dependent solely on duration of a life
Commentary

E1.547 Exempt sum where annuity term dependent solely on duration of a life

Personal and employment tax

Where the amount of the annuity payments depends on another contingency, rather than just on the duration of a human life or lives, it is a fixed amount, the exempt sum, that is exempt from income tax1.

If the term of the annuity is dependent solely on the duration of a human life or lives, the exempt sum is found by

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