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  • Privacy notice – Ultimate beneficiary schedule

    We are authorised by the Taxation Administration Act 1953 to request your tax file number (TFN). We will use your TFN to identify you in our records. It is not an offence not to provide your TFN but if you don't there may be a delay processing the form.

    We are also authorised by the Income Tax Assessment Act 1936 and the Income Tax Assessment Act 1997 (among others) to ask for other information on the Ultimate beneficiary schedule form. We need this information to help us administer the taxation laws. If the information is not collected, there could be a delay in processing your return.

    Where authorised by law, we may give this information to other government departments and agencies, including:

    • Department of Education
    • Department of Employment
    • Department of Social Services
    • State and Federal Police
    • Australian Bureau of Statistics
    • Reserve Bank of Australia
    • Services Australia

    We also provide taxpayer information to treaty partners overseas under international tax agreements.

    Our privacy policy contains important information about your privacy, including information about how you can access and seek correction of information we hold about you, how to make a complaint if you think we have breached the Australian Privacy Principles and how we will deal with any privacy complaints.

    For more information about privacy or if you believe your privacy has been compromised:

    • phone our Privacy Hotline on 1300 661 542
    • write to us at the address below

    Australian Taxation Office
    GPO Box 9990
    [insert the name and postcode of your capital city]

    For example:

    Australian Taxation Office
    GPO Box 9990
    SYDNEY NSW 2001

    See also:

      Last modified: 11 Feb 2019QC 39382