Work out the tax impact of fully or partially franked dividends and whether you are entitled to a franking credit refund for 2025-26.
Australia's dividend imputation system prevents double taxation of company profits. When a company pays tax at 30% and then distributes a dividend, it attaches franking credits representing the tax already paid. Shareholders include both the cash dividend and the franking credit in their taxable income, then offset the credit against their own tax bill.
The grossed-up dividend (cash + franking credit) is included in your assessable income and taxed at your marginal rate. If your marginal rate is lower than the corporate rate, the excess franking credits are refunded to you. If your marginal rate is higher, you pay the difference. If your income is below the tax-free threshold, all franking credits may be refunded.
Partially franked dividends carry a proportional credit. An unfranked dividend has no credit attached.