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FiscalPlace

Country file · AU

Potential · medium

Australia: recover the withholding tax on your dividends

Every dividend paid from this country loses 30% to withholding tax at source. The tax treaty caps it at 15% for a French resident. The 15-point gap is not lost money: it can be claimed back — with the right forms, within the deadline.

No win, no fee · Pricing 100% public · FR / EN

Tax withheld€3,000
Treaty withholding€1,500
FR–AU tax treaty · 15%
Over-withholding to recover€1,500

Example for €10,000 of gross dividends, French tax resident, before our success fee. Indicative amounts — every claim is verified before filing.

Technical file

The numbers that matter

Both rates, the gap, the form and the time you have left: everything that decides whether a claim is worth opening.

30%

Statutory rate

withheld from non-residents by default

15%

Treaty rate

for a French resident

15 pts

Recoverable gap

4 years

Statute of limitations

from the end of the year of payment

Your deadline to act

To be confirmed

4 years

4 years as a general rule — the Australian tax year ends on 30 June, which shifts the usual counting.

Compute my exact deadline

The procedure in practice

Form
ATO claim
Competent authority
Australian Taxation Office (ATO)
Online filing
Yes
Relief at source
Yes

Relief at source prevents the over-withholding before it exists: the correct rate is applied at payment time. See the relief-at-source service

Data reviewed on 15 June 2026 · Indicative amounts — every claim is verified before filing.

Specifics

What you should know about this country

  • Australian particularity: fully franked dividends (backed by corporate tax already paid) bear no withholding — there is nothing to recover on them.
  • Only the unfranked portion is withheld at 30%, reducible to 15% by treaty: line-by-line diagnosis is essential.
  • Franking credits are not refundable to non-residents: nobody can 'recover' them for you, and anyone promising that is wrong.

Claim documents

The documents required

What we gather with you. Most of these can be requested online or produced from your brokerage statements.

  • Statements separating franked and unfranked dividends
  • Evidence of withholding on the unfranked portion
  • Certificate of tax residence

Frequently asked

Your questions about this country

How long do I have to reclaim the withholding tax on my Australia dividends?

4 years, from the end of the calendar year in which the dividend was paid. This figure is worth reconfirming at filing time: counting rules differ from one administration to another.

Which form do I need for Australia, and who do I file it with?

Form ATO claim, filed with Australian Taxation Office (ATO). This administration accepts online filing.

Can I avoid this withholding at payment time, rather than reclaiming it afterwards?

Yes, in theory: Australia makes relief at source achievable for an individual — avoiding the entire 15-point gap before payment even happens. In practice it requires your broker to pass your tax status all the way to the local custodian — check with them, otherwise the full rate keeps applying regardless.

Is it worth filing a claim for Australia?

It depends on the amount: with a 15-point gap here, it doesn't take much in gross dividends to clear our €39 floor fee per successful claim. Below a few hundred euros of over-withholding, recovery becomes marginal once that fee is deducted. The simulator tells you in two minutes whether your case clears that bar.

Is Australia one of the countries with the most to recover?

Australia ranks 5th out of the 19 countries covered for a French tax resident, with a 15-point gap between the withheld rate and the treaty rate.

How much can you recover?

Two minutes, no sign-up: the simulator applies the rates above to your real amounts and shows our fee before you commit to anything.

No win, no fee · Pricing 100% public · FR / EN