Refund of franking credits - frequently asked questions

When can your organisation apply for a refund?

Eligibility for a refund is worked out on an annual basis, at the end of each income year.

Applications are to be submitted after the end of the relevant income year - that is, on or after 1 July.

Organisations cannot apply for early refunds. For example, your organisation cannot submit an application before 1 July 2012 for franked amounts or distributions received between 1 July 2011 and 30 June 2012.

Your organisation can only lodge one application for a refund of franking credits for a particular income year.

If you find that you have not included dividends or distribution statements in your application, see What if you made a mistake on your organisation's application form?

You can apply for a refund any time after that income year ends. There is no due date for applying for a refund.

Sections within Applying for a refund

• When can your organisation apply for a refund?
• What period can your organisation apply for a refund for?
• How does your organisation apply for a refund?
• Where to get the application form, including replacement copies?
• What if your organisation's name or address has changed?
• Do you have to lodge an application for each separate entity in the group?
• Can your organisation apply electronically, through tax agents or the internet?