Lesson title: PAYG tax and buying on terms

Do now Calculate the income tax payable on a salary of $67,500.

Use the tax table from last lesson.

Income Tax - Quick Refresh

Marginal Tax Rates 2024-25:

Taxable Income Marginal Tax Rate Tax Payable
$0 - $18,200 0% $0
$18,201 - $45,000 19% $0 + 19¢ for each $1 over $18,200
$45,001 - $120,000 32.5% $5,092 + 32.5¢ for each $1 over $45,000
$120,001 - $180,000 37% $29,467 + 37¢ for each $1 over $120,000
$180,001+ 45% $51,667 + 45¢ for each $1 over $180,000

Example: Tax on a taxable income of $67,500

Step 1: Which tax bracket? Find the correct row: $45,001 - $120,000

Step 2: Use the formula: $5,092 + 32.5¢ for each $1 over $45,000

Step 3: Calculate:

  • Amount over $45,000 = $67,500 - $45,000 = $22,500
  • Tax = $5,092 + (32.5¢ × $22,500) = $5,092 + $7,312.50 = $12,404.50

Your Turn

Calculate the income tax payable for:

  1. Marcus: $38,750
  2. Priya: $55,200
  3. Jordan: $94,800

Work these out. You have a copy of the income tax table in your textbook so you don’t need me to go back slides

Why PAYG Tax?

PAYG = Pay As You Go

The Problem: If you earn $60,000, you owe about $11,000 in tax. That’s a huge lump sum to pay at once!

The Solution: Your employer takes tax out of each pay and sends it to the ATO for you.

  • Spreads the tax burden across the year
  • Reduces risk of people not having money to pay
  • Easier cash flow for individuals

PAYG Tax Tables

The ATO provides tables showing how much tax to take from each pay.

Different tables for:

  • Weekly pay
  • Fortnightly pay
  • Monthly pay

Why different tables? The tax calculated depends on your annual income (which is estimated from your income that pay period). What would be some limitations of that?

Copy these notes

Net Pay Calculation

Net Pay = Gross Pay - Tax - Other Deductions

Common deductions:

  • Union fees
  • Health insurance premiums
  • Salary sacrifice arrangements
  • Professional association fees

Error in textbook: Compulsory superannuation contributions are NOT considered ‘taxable income’ as they are taxed using different rules (that effectively give superannuation a tax-advantage).

Copy this formula and note about super. Early finishers start Ex 8.05 in textbook

Guided practice

Answer the following questions. Early finishers continue with Ex 8.05

A Jake earns $1,250 per week. Using a weekly PAYG table, $287 tax is deducted. He also pays $15 weekly union fees and $32 for health insurance.

Calculate Jake’s weekly net pay.

B Maria’s fortnightly gross pay is $2,180. Tax deducted is $436. She has deductions of $28 health insurance, and $12 union fees.

Calculate her fortnightly net pay.

C Sam earns $5,200 monthly. Monthly deductions: tax $1,089, health insurance $185, professional fees $45.

  1. Calculate Sam’s monthly net pay
  2. Calculate Sam’s annual net pay

Term Payments Introduction

Term Payments: buying an expensive item when you don’t have enough money right now

Key idea: Take the item home immediately, pay over time

The cost: You pay more than the cash price

Formula: Total Cost = Deposit + Total of all Term Payments

Copy these definitions

Term Payment Vocabulary

Deposit initial payment made before taking the item
Term payments regular payments made over time (e.g. per month)
Cash price price if paid in full immediately
Interest extra amount paid for the privilege of paying over time

Copy these terms

Example 1: Basic Term Payment

Tameika buys a TV marked at $500.

Option 1: Pay $500 cash

Option 2: Terms of $200 deposit + 12 monthly payments of $35

If she chooses terms:

Total Cost = $200 + (12 × $35) = $200 + $420 = $620

Extra paid = $620 - $500 = $120

Your Turn - Term Payments

Question 1: Nathan buys a mountain bike for $850 cash OR 20% deposit plus $40 monthly for 2 years.

If he chooses terms, calculate:

a) The deposit amount

b) Total cost on terms

c) Extra amount paid

Question 2:
A car costs $12,500 cash OR 15% deposit plus $120 weekly for 3 years.

Calculate:
a) Deposit amount
b) Total (the sum of) weekly payments
c) Total cost on terms

More Complex Term Payments

Sometimes additional costs are included in the finance:

  • Registration fees
  • Insurance premiums
  • Stamp duty
  • Commission charges

Key principle: All these costs are added to the amount being financed, increasing the total you’ll pay.

Practice Problems

Complete the following, then move to the worksheet

Problem: Anthony puts a $1,000 deposit on a $6,000 motorbike.

Extra costs: $400 registration, $520 insurance, $60 stamp duty. He finances the remaining amount at $75 weekly for 2 years.

Calculate:

  1. Amount to be financed
  2. Total weekly payments
  3. Total cost of the motorbike

Independent Practice

Term Payments: Work through the problem sheet provided

then

Tax & PAYG: Complete Ex 3.05 (subquestions a,c,e,…)

Work quietly - ask for help if needed