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Australia

NRE and NRO interest when you are an Australian tax resident

You have been told your NRE interest is tax-free, but that is only true in India, not on your Australian return.

You keep money in Indian NRE and NRO accounts, and you have heard, correctly, that NRE interest is tax-free. The catch nobody mentions is that this is an Indian rule, and you are a tax resident of Australia, which taxes your worldwide income. So the interest India chooses not to tax is still fully taxable in Australia, and because India took nothing, there is no India tax to offset against the Australian bill. This is one of the most common and expensive misunderstandings for Indians in Australia, and it is worth getting straight.
Last reviewed: 26 July 20266 min readReviewed by Preetesh Maloo, CA

The short answer

NRE interest is exempt in India under Section 10(4) while you are a non-resident, so India charges nothing and deducts no TDS. But that exemption is Indian only. As an Australian resident taxed on worldwide income, you must include the NRE interest in full on your Australian return, and because no India tax was paid, there is no foreign income tax offset to reduce the Australian tax, so you bear the full Australian tax on it. NRO interest, by contrast, is taxable in India with TDS under Section 195, which the treaty caps at 15% if you lodge a tax residency certificate and Form 10F, and Australia taxes it too but gives you an offset for that 15%.

References on this page

  • NRE interest is exempt in India (Section 10(4)) only while you are a non-resident; India deducts no TDS
  • Australia taxes worldwide income, so NRE interest is fully assessable there, with no offset because no India tax was paid
  • NRO interest is taxable in India, TDS under Section 195 capped at 15% by the treaty with a TRC and Form 10F
  • Australia taxes the NRO interest too and gives a foreign income tax offset for the 15% India tax

Why tax-free NRE is only half the story

In India, interest on an NRE account is exempt under Section 10(4), for as long as you hold the status of a person resident outside India. India charges no tax and the bank deducts no TDS, which is where the tax-free reputation comes from. That reputation is accurate, but only inside India.

Australia taxes its residents on their worldwide income, and it does not recognise India's NRE exemption. So the NRE interest is ordinary assessable income on your Australian return, taxed at your Australian rates in full. And here is the sting: the foreign income tax offset only credits foreign tax you actually paid, and on NRE interest India took nothing, so there is no offset at all. The result is that tax-free NRE interest is taxed in full in Australia, with nothing to soften it. Many people carry large NRE balances assuming the interest is genuinely tax-free and are caught out when their Australian accountant adds it in.

NRO interest works differently

NRO interest is taxable in India. The bank deducts TDS under Section 195 at 30% plus surcharge and cess, but the India-Australia treaty caps the tax on interest at 15%, and you get that lower rate by lodging a tax residency certificate and Form 10F with the bank before the interest is paid. If you do not, the bank deducts the full 30% and you are left recovering the difference.

On the Australian side, the NRO interest is assessable too, but because India did tax it, you get a foreign income tax offset for the India tax. The important detail is that the offset is limited to the tax correctly payable under the treaty, that is 15%. So if the bank over-deducted at 30% because you had not lodged Form 10F, Australia will still only credit 15%, and the extra 15% has to be reclaimed from India by filing an Indian return, not from the Australian tax office. Lodging the Form 10F up front is what keeps the two sides aligned.

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What's involved

What the CA actually does

  1. 1

    We flag the NRE reality

    We make sure your NRE interest is reported on the Australian side, since it is tax-free only in India, so it is not missed and later penalised.

  2. 2

    We cap the NRO TDS at the treaty rate

    We lodge your tax residency certificate and Form 10F so the bank deducts 15% on NRO interest, not 30%, keeping it in line with the Australian offset.

  3. 3

    We recover any over-deduction

    Where the bank already took 30%, we file the Indian return to reclaim the excess above 15%, since Australia will not credit it.

  4. 4

    We supply the offset figures

    We give your Australian accountant the India-tax-paid detail on the NRO interest so the offset is claimed correctly.

What to have ready

Documents you'll typically need

  • Your NRE and NRO interest for the year
  • Any TDS the bank deducted on NRO interest
  • Your tax residency certificate and Form 10F, if lodged
  • Your PAN and Australian tax details

Frequently asked questions

Common questions

NRE and NRO interest on your Australian return?

Tell us your balances and the TDS. A practising CA will cap the NRO tax and get the reporting right on a free call, no obligation.

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