Download the Ancillary fund return 2017 (PDF,292kb) (NAT 73640)This link will download a file.
Read these instructions on how to complete the return form:
- You can type directly into the form, or you can print the form and write the information.
- If typing, check you can save a copy of the completed form to your computer. Enter text into the first field, save and close the file, then re-open it to check the text you entered is displayed.
- If you can't 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.
- Print and sign the form.
If you need to lodge an amendment, write to us with details of the changes. Do not lodge another form.
Relevant period
An entity's income year for the purposes of tax law is usually the period of 12 months ending on 30 June each year.
If you do not write any dates in this field, then your organisation will be treated as having a 1 July to 30 June income year.
An entity that wishes to adopt a substituted accounting period (SAP) can only do so with the Commissioner of Taxation's approval.
If your organisation has an approved SAP, you would have been sent a letter confirming your approved SAP.
Any SAP must be approved by the Commissioner prior to lodgement of the return.
Privacy
We are authorised by taxation law to collect the information on this form and disclose it to other government agencies. This includes the personal information of the person authorised to sign the declaration.
See also:
Lodging the return
Send the completed return form by the lodgment due date to:
Australian Taxation Office
GPO Box 9845
[insert the name and postcode of your capital city]
For example;
Australian Taxation Office
GPO Box 9845
SYDNEY NSW 2001
Section A: Fund information
This section deals with identification of the fund.
1. Name of fund
Insert the name of the ancillary fund 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.
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 also:
- privacy note at Completing and lodging the return.
3. Address for notices
Insert the current postal address of the fund.
4. Email address
Insert the email address of the trustee.
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 5 If 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 phone number (including area code) of the constitutional corporation.
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.
We are authorised by the Taxation Administration Act 1953 to collect your TFN.
See also:
- privacy note at Completing and lodging the return.
Insert the phone number (including area code) of the individual.