• Section A: Fund information

    Attention

    Warning:

    This information may not apply to the current year. Check the content carefully to ensure it is applicable to your circumstances.

    End of attention

    This section deals with identification of the fund.

    1 Name of fund

    Insert the name of the ancillary as it appears in the fund's trust deed. For example, John Brown Foundation, not the trustee of the John Brown Foundation.

    2 Australian business number (ABN) of fund

    Insert the ABN of the fund.

    Make sure you use the ABN of the fund, not the ABN of the trustee of the trust.

    Attention

    Information is collected for the purposes of the A New Tax System (Australian Business Number) Act 1999 and may be used to update your details on the Australian Business Register. See the privacy note at Completing and lodging the return for further information.

    End of attention

    3 Current postal address

    Insert the current postal address of the fund.

    4 Type of fund

    Select the box that applies.

    Address for notices

    Details of the trustee to whom notices should be sent

    You must provide the details of the trustee to whom notices should be sent at either:

    • item 5If the trustee is a constitutional corporation
    • item 6 If the trustee is an individual.

    5 If the trustee is a constitutional corporation insert details here

    Insert the name of the constitutional corporation.

    Insert the Australian Company Number, association number or incorporation number of the constitutional corporation.

    Insert the tax file number (TFN) of the constitutional corporation.

    Insert the current postal address of the constitutional corporation.

    Insert the email address of the constitutional corporation.

    Insert the phone number (including area code) of the constitutional corporation.

    Preferred director

    Insert the title, surname or family name and given names of the preferred director.

    Insert the email address of the preferred director.

    Insert the phone number (including area code) of the preferred director.

    Select the box to indicate whether the preferred director is a responsible person for the fund.

    Attention

    Only an individual can be the responsible person. They must be either a trustee or a director of the constitutional corporation that is a trustee. Where the responsible person is a director of the constitutional corporation they must be an active director.

    End of attention

    6 If the trustee is an individual insert details here

    Insert the title, surname or family name and given names of the individual.

    Insert the TFN of the individual.

    Attention

    We are authorised by the Taxation Administration Act 1953 to collect your TFN. See the privacy note at Completing and lodging the return for further information.

    End of attention

    Insert the current postal address of the individual.

    Insert the email address of the individual.

    Insert the phone number (including area code) of the individual.

    Select the box to indicate whether the preferred director is a responsible person for the fund.

    Attention

    Only an individual can be the responsible person. They must be either a trustee or a director of the constitutional corporation that is a trustee. Where the responsible person is a director of the constitutional corporation they must be an active director.

    They cannot be:

    • a founder
    • a donor to the fund who has contributed more than $10,000
    • an associate of a founder or such a donor.
    End of attention
    Further Information

    For more information, refer to private AF guidelines 14, 15 and 16 and public AF guidelines 14, 15 and 16.

    End of further information
    Last modified: 28 Jun 2012QC 26101