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  • Public trustees and private trustee companies – Day 1 Notification

    Day 1 Notification form

    From 25 April 2020 you can submit the Day 1 Notification form (NAT 75287, PDF 1.4MB)This link will download a file to:

    • lodge an official notification of death with the ATO
    • advise you have been appointed as a legal personal representative (such as.an executor or administrator with grant of probate or letters of administration) or a guardian
    • request information such as  
      • the client's TFN
      • the latest income tax return
      • the latest notice of assessment (NOA)
      • the last business activity statement
      • a statement of income details (2002 to current)
      • an application for payment of ATO-held superannuation
      • a search for lost and unclaimed superannuation.
       

    Note: You require access to Online Services for Agents (OSfA) or the Business Portal to submit this form to us.

    The Day 1 Notification form replaces the previous multiple requests that were required to submit this information in the past.

    Instructions

    Download the Day 1 Notification form (NAT 75287, PDF 1.4MB)This link will download a file:

    • To download, right click on the link above and select Save target as (or a similar option depending on your internet browser) to save it to your computer.
    • Open your saved form and enable JavaScript if prompted before filling in the form. Because this is an electronic form, type answers into the boxes provided.

    Use the fill and sign option to complete the declaration section (section E):

    • Click in the signature box.
    • Upload your saved signature image.

    Once you've completed the form, save it using the Save form button at the end of the form.

    Attach the Trustee day 1 notification form, supporting documentation or forms to a Practice mail message in OSfA or a Secure message in the Business Portal using:

    • Trustee Services for Topic
    • Day 1 Notification for Subject

    Note: This includes the documents to establish your authority to represent the client as per the requirements of your state or territory.

    A response with all available information will be sent via the portal which can take up to 15 business days.

    See also:

    Last modified: 10 Dec 2020QC 62107