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  • Can you use this application for refund of franking credits?

    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

    See Do you need to lodge a tax return?

    If you answer yes to all the points below, you can use this application.

    Note: All the statements below relate to the income year 1 July 2006 to 30 June 2007.

    • You do not have to lodge a tax return. (If you are not sure whether you need to lodge a tax return, phone 13 28 61.)
    • You were an Australian resident for tax purposes for the whole tax year. (If you are not sure whether you were an Australian resident, see item 2.)
    • You are not claiming a refund for a deceased estate.
    • Your total dividend income was $6,000 or less.
      or
      If you were under 18 years old on 30 June 2006, your total dividend income was $416 or less.
    • You received dividends from shares (or non-share equity interests) in an Australian or New Zealand company.
      or
      You were entitled to distributions from investments in a managed fund.
    • Your dividend or distribution statement showed franking credits.
      Note: Statements from New Zealand companies must show Australian franking credits, New Zealand imputation credits do not qualify.
      or
      Amounts were withheld from your dividends because you did not provide a tax file number.

    If you have franking credits but you were not able to tick all the boxes, you will need to lodge a tax return to claim the benefit of these credits.

    Last modified: 13 Feb 2019QC 27903