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Investor Presentaiton

INFRASTRUCTURE FOR THE FUTURE TAX LITIGATION AND EFFECTIVE TAX RATE Federal court judgement was that gifted assets and cash contributions should be treated as assessable income Context In February 2019, the Federal Court handed down its judgement with effect that assets transferred to VPN from customers (i.e. gifted assets) should be treated as assessable income to VPN; and for assets constructed by VPN whereby the customer contributes to the cost of construction of such assets, the cash contribution should be treated as assessable income VPN subsequently appealed both matters to the Full Federal Court, with the appeal heard on 21 August 2020. The timing of when a decision will be handed down is unknown but is estimated to be late 2020 The impact to Spark Infrastructure was recognition of a $68.8m tax liability in respect of 2015-18, this amount was paid in full in two tranches in 2019 and 2020. The below table sets out the tax liabilities for the whole Spark Infrastructure group to date along with the timing of payment of liabilities: Spark Infrastructure Impact Tax Liability - payable Tax Paid cash flow Normalised Tax 2019 Tax Liability 2018 Tax Liability 1HY 2HY Total 19.0 19.0 37.9 8.5 8.5 16.9 2015 14.8 2016 17.4 2017 2018 2019 HY2020 Total 19.7 16.9 37.9 6.1 113.0 38.7 74.3 113.0 Spark Infrastructure Underlying Tax Paid per Cash Flow Reconciliation Total Tax Paid per Statutory Cash Flow 74.3 Less Historical Tax Paid (2015-18) (34.4) Less Tax Instalments Paid in Relation to 2020 (6.1) Add 2019 Tax Liability Paid in 2019 4.2 (19.0) Underlying 6 Months Tax Paid in relation to 2019 19.0 Should decision be upheld by Full Federal Court, Spark Infrastructure will continue to be a taxpayer on a go forward basis Effective cash tax rate approximately 14% of distributions from 2020 Future distributions will contain franking credits to the maximum extent possible, expected from March 2021 Distribution onwards. Spark Infrastructure has paid tax to date of $113.0m Should VPN be successful on either or both matters: Less H2 2019 Tax Liability Effective cash tax rate on a go forward basis expected to reduce by approximately 6% in the short term until reinstated tax losses are recouped If successful on both matters, circa $87m of prior year tax payments re SAPN/SIH2 are expected to be recovered (subject to any appeal to the High Court) Other impacts not expected to be material: if tax deferred at VPN level (expected but short-term timing only), Spark Infrastructure will pay tax on incremental unfranked dividends received Spark Infrastructure I Investor Presentation | August 2020 45
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