• Refund of franking credits - 1 July 2008 to 30 June 2009 - Endorsed income tax exempt entities and deductible gift recipients - How to complete the application form

    This publication can be downloaded in Portable Document Format (PDF). Download Refund of franking credits - 1 July 2008 to 30 June 2009 - Endorsed income tax exempt entities and deductible gift recipients - How to complete the application form (NAT 6715, PDF, 85KB).

    Who should use this application?

    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

    Use this application form if your organisation is a resident endorsed income tax exempt charity, income tax exempt fund or deductible gift recipient (DGR), a DGR listed by name in the tax law, or an exempt institution eligible for a refund under a Commonwealth law other than the income tax law and:

    • your organisation received a franked dividend/s which was paid on or between 1 July 2008 and 30 June 2009, or
    • your organisation received distributions from a trust attributable to the period 1 July 2008 to 30 June 2009.

    Attention icon

    If the franked dividends paid relate to an earlier year, you will require a different application form Phone 1300 130 248.
     

    Direction icon

    To check if your organisation is a DGR or is endorsed as an income tax exempt charity or income tax exempt fund:

     

    There are rules that may affect your organisation's entitlement see our fact sheet Refund of franking credits - 1 July 2008 to 30 June 2009 - Endorsed income tax exempt entities and deductible gift recipients (NAT 6716).

    How to complete the application form

    We may have already pre-printed some of your organisation's details. Please notify us in writing if any of these details are incorrect.

    Further Information

    If you need help in filling out the application form, phone 1300 130 248.

    End of further information

    Name of organisation

    If the organisation's name has changed, send written advice of the change to:

    Australian Taxation Office
    PO Box 3373
    PENRITH  NSW  2740

    Postal address

    Ensure the postal address provided is your organisation's address for the service of notices. If the address is incorrect, please provide the correct address for service of notices in the space provided.

    Franked dividend, trust distribution and franking credit details

    To complete this section, you will need all your organisation's:

    • dividend statements for dividends received from 1 July 2008 to 30 June 2009, and
    • distribution statements from fund managers or trustees for the period 1 July 2008 to 30 June 2009.

    At A, show the total of:

    • franked amounts from your organisation's dividend statements (including those paid from a New Zealand company if you are claiming the Australian franking credit), and
    • distribution amounts from your organisation's distribution statements from a trust or managed fund.

    At B, show the total franking credits attached to:

    • dividends your organisation received (including Australian franking credits received from a New Zealand company), and
    • dividends included in your organisation's distribution statements from a trust or managed fund.
    Attention

    Do not include any New Zealand franking credits.

    If the New Zealand company that paid the dividend has not specified that the franking credit is Australian, you should contact the company to ascertain whether the franking credit is Australian or New Zealand. In most cases, it will be a New Zealand franking credit.

    End of attention

    An example showing how to complete labels A and B is included on the back of the application form.

    Attention

    Do not show cents. Keep your organisation's dividend and distribution statements. Do not send them with your application form unless requested.

    End of attention

    Declaration

    The declaration must be signed by one of the following people, or a person authorised by them:

    • the trustee of the trust
    • an office holder of the association or organisation
    • a director of the company
    • the company secretary, or
    • the public officer of the company.

    Hours taken to prepare and complete this application

    We are committed to reducing the costs for the community in complying with tax obligations. Your response to this question helps us to monitor these costs as closely as possible. The response is voluntary.

    Where to lodge the application form

    Send the completed application form to the following address on or after 1 July 2009.

    Australian Taxation Office
    PO Box 1032
    ALBURY  NSW  2640

    Or fax to 1300 130 900.

    Only original applications will be accepted.

    This form cannot be lodged using the electronic lodgment service.

    We will process your organisation's application form within 28 days, provided it has been completed correctly and sent to the above address. If you send the application to any other address, the refund may be delayed.

    Refunds

    Some organisations will receive their refunds by electronic funds transfer (EFT). Others will get their refund by cheque.

    To enquire about the progress of your organisation's refund, phone 1300 130 248.

    How to make a change to your application

    If you need to change the dividend or distribution details you lodged with us, write to the above address explaining the change and reasons for the change. Do not lodge another application. In your letter also include your organisation's full name, postal address, contact number and Australian business number (ABN). Make sure the letter is signed and dated by the authorised person of your organisation.

    Last modified: 22 Jun 2009QC 21895