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Completing and lodging the return

Last updated 12 February 2019

Get it done

Download the Ancillary fund return 2014 (NAT 73640).

End of get it done

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.


The ATO is authorised by the Taxation Administration Act 1953 to ask for a tax file number (TFN). The ATO will use the TFN to identify taxpayers in our records. It is not an offence not to provide a TFN. However, if you do not provide the TFNs where requested, processing of this form may be delayed.

The ATO is also authorised by the Income Tax Assessment Act 1936 and the Income Tax Assessment Act 1997 (amongst others) to ask for other information on this form. We need this information to help us administer the taxation laws. If the information is not collected, it could result in a delay or error in an assessment.

We may give this information to other government agencies as authorised in taxation law – for example, benefit payment agencies such as Services Australia, the Department of Education, Employment and Workplace Relations, and the Department of Families, Housing, Community Services and Indigenous Affairs; law enforcement agencies such as state and federal police; and other agencies such as the Australian Bureau of Statistics and the Reserve Bank of Australia.

The ATO also provides taxpayer information to treaty partners overseas under international tax agreements with many other countries. More information about these treaties is on the ATO website (

If you have an Australian Business Number, some information on this form 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 2866 between 8.00am and 6.00pm, Monday to Friday and have a list of the agencies sent to you.

The ATO’s privacy policy is also on our website at The policy contains important information about your privacy, including information about how you can access and seek correction of information we hold about you, how you may complain about a breach of the Australian Privacy Principles and how the ATO will deal with any privacy.

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