Fund income tax return instructions 2011

Lodging the tax return, schedules and other documents

The only postal address for lodgment of this tax return is:

Australian Taxation Office
GPO Box 9845
IN YOUR CAPITAL CITY

The address must appear as shown above.

The following are the only schedules that are to be sent with the tax return:

• Capital gains tax (CGT) schedule 2011 (NAT 3423)
• Capital allowances schedule 2011 (NAT 3424)
• Losses schedule 2011 (NAT 3425)
• Non-individual PAYG payment summary schedule 2011 (NAT 3422)
• Thin capitalisation schedule 2011
• any elections required by Taxation Ruling IT 2624 - Income tax: company self assessment; elections and other notifications; additional (penalty) tax; false or misleading statement.

If you do not lodge the schedule with the income tax return, you are required to sign and date the schedule.

You may have to complete other schedules or documents which are to be kept with your records and should not be sent with the tax return. These are described further at Record-keeping requirements. Keep these with the fund's tax records.

Sections within Completing and lodging the tax return

• Australian Prudential Regulatory Authority regulated superannuation funds
• Self-managed superannuation funds
• Lodging the tax return, schedules and other documents
• Lodgment due date
• Penalties and interest charges