India's Direct Tax Code and How it Will Impact Wealth Creation From Next Year

India is soon going to have a new set of rules forsuggested 10% tax on income from Rs 1.60-10
direct taxes, which will replace the 50-year-oldlakhs and 20% on income between Rs 10-25
Income Tax Act.lakhs and 30% beyond that. Revenue secretary
The so-called Direct Tax Code, which is scheduledsays these slabs are only illustrative and they will
to come into force from financial year 2011-12,be fixed at the time of notifying the tax code
had prescribed removal of almost all tax rebatesHOME LOANS:- Government decides to continue
in individual investments but also proposed raisingwith the major tax incentive on housing loans.
the income limits for various tax slabs drastically.Revised draft says home buyers will continue to
However, the proposals drew sharp reactions andget tax benefit on payment of interest on home
after reviewing some 1,600 public suggestionsloans up to Rs 1.5 lakh annually. Actual rental
comments, the government on Tuesday unveiledincome will be taxed.
a more polished version of the code, which tonedINSURANCE AND ULIPS:- No tax proposed on life
down some of the proposals.insurance products under
As per the revised paper, provident funds andexempt-exempt-exempt norm. New Ulips issued
pure life insurance products will continue to enjoyafter DTC becomes operational will be taxed on
the so-called exempt-exempt-exempt -maturity or withdrawal. Existing Ulips will be
suggesting tax exemptions in the three stages ofexempt from tax either on maturity or
investment, accrual of gains and withdrawal ofwithdrawal midway.
investment - a status they now enjoy.EQUITY MUTUAL FUNDS: - The draft DTC
"It is proposed to provide the EEEproposes long-term capital gains tax on units of
(exempt-exempt-exempt) method of taxation forequity funds. At present, equity funds that lock in
government provident fund, public provident fundinvestments for more than three years enjoy tax
and recognised provident funds..." the discussionexemption as there is no long-term capital gains
paper said.tax. The draft DTC proposes to compute
The paper clarified that the EETlong-term gains on equity and equity funds after
(exempt-exempt-tax) regime should be restrictedallowing a deduction at a specified percentage of
to new savings instruments after DTC comescapital gains without any indexation.
into effect, and the same should not apply toSTOCKS INVESTMENT: - The difference between
existing saving instruments.long-term and short-term capital gains has been
Ulips or unit-linked insurance plans - which haveeliminated. Capital gains will be treated as income
been at the centre of a public debate of late -from ordinary sources and taxed at applicable
have been brought under the EET regime afterrates. Specific rate of deduction for capital gains is
the DTC comes into force.to be finalised. But not tax on capital gains from
Similarly, stocks investors will no longer be able tosavings schemes.
enjoy tax-free gain from long-term investment inPROVIDENT FUND: - The proposal to tax
equities as the DTS proposes to treat bothgovernment provident fund (GPF), public provident
short-term capital gains as well as long-termfund (PPF) and pension funds withdrawals has
capital gains for tax calculation purposes.been dropped. It is proposed to provide the EEE
Moneyguruindia tax experts analysed the(exempt- exempt-exempt) benefit to GPF, PPF
proposals threadbare and came up with a detailedand recognised provident funds. First draft had
analysis of the tax incidence on variousproposed to tax all savings schemes including PF's
investment instruments as proposed under theat the time of withdrawal.
new rules.PENSION PRODUCTS: - Revised draft puts
PAY AND PERKS:- The proposal to bring inpensions administered by PFRDA, including pension
perquisites like government accommodation to beof government employees recruited since January
part of salary has also been dropped. All perks will2004, under EEE treatment, means no tax any
continue to be taxed as per existing norms. Firststage. "In the absence of adequate social security
draft didn't not find favour with the salaried classbenefits, taxation of withdrawals from retirement
INCOME TAX SLABS:- Revised DTC silent onbenefits would be harsh," says the revised DTC.
personal income tax rates and slabs. First draft