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Ancillary fund return instructions 2023

Use these instructions to complete the Ancillary fund return 2023 (NAT 73640).

Last updated 2 October 2023

Completing and lodging the return
Complete this form if your ancillary fund is not a registered charity with the Australian Charities and Not-for-profits Commission (ACNC).

Section A: Fund information
This section deals with identification of the fund.

Section B: Donations received
This section allows you to insert the donations received by the fund.

Section C: Income
This section allows you to insert income, expenses and net income of the trust.

Section D: Distributions made
This section allows you to insert the distributions made by the fund.

Section E: Market value of the fund's net assets at the end of the financial year
This section allows you to insert the assets, liabilities and market value of the fund's net assets.

Section F: Information relating to entitlement to endorsement
This section allows the trustee to advise us on some governance issues.

Section G: Declarations
This section allows you to confirm your declarations.

QC73323