Completing and lodging the return



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

End of attention
Further information

Download the Ancillary fund return 2013External Link (NAT 73640).

End of further information

Read these instructions on how to complete the return form.

You may type directly into the form before printing, or you may print the form and write the information.

If typing, check you can save a copy of the completed form to your computer by entering text into the first field, saving and closing the file, then re-opening it to check that the text you entered is displayed.

If you cannot save the form, print a completed copy before you close it.

Print an additional completed copy for your records.

If writing, print neatly in BLOCK LETTERS using black pen.

Place X in all applicable boxes.

Insert whole dollars only, do not show cents.

All ancillary funds must complete Sections A, B, C, D, F, G, H, I and J.

If you are a former prescribed private fund distributing under the transitional distribution rules, you must also complete Section E.

Print and sign the form.

If you need to lodge an amendment, write to the Australian Taxation Office (ATO) with details of the changes. Do not lodge another form.


We are authorised by the Income Tax Assessment Act 1936 to ask for the information on this form. We need this information to help us to administer the taxation laws. Where authorised by law to do so, we may give this information to other government agencies. These agencies could include assistance agencies, such as Centrelink, the Child Support Agency, law enforcement agencies and the Australian Bureau of Statistics.

Where indicated, information is collected for the purpose of the A New Tax System (Australian Business Number) Act 1999. This information will be used to update your details on the Australian Business Register (ABR). Where authorised by law, selected information may be made publicly available and some may be passed to a wide range of government agencies, including Commonwealth, state and local government agencies. You can find details of the agencies regularly receiving information from the ABR at Link. You can also phone us on 13 28 66 between 8.00am and 6.00pm, Monday to Friday, to have a list of the agencies sent to you.

The ATO is authorised by the Taxation Administration Act 1953 to collect your tax file number (TFN). You are not required to provide your TFN – however, if you do not provide your TFN, the processing of your form may be delayed.

Lodging the return

Send the completed return form by the lodgment due date to:

Australian Taxation Office
GPO Box 9845

The address must appear as shown above.

Last modified: 14 Jun 2013QC 35085