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Trust information

Last updated 26 June 2023

Instructions to complete the trust information in the tax return.

Tax file number (TFN)

Enter the TFN of the AMIT.

Name of trust

The AMIT name should be consistent from year to year.

Supplying a name that is not consistent with what the ATO has recorded will delay the assessment of the AMIT return.

The AMIT return should not be used for updating trust details. If the AMIT name is legally changed, you must advise us by updating your details at the time the change is made.

Australian business number (ABN)

Enter the ABN of the AMIT if the AMIT is registered on the Australian Business Register.

Additional AMIT details

Enter on the AMIT tax return the following:

  • previous name of trust
  • current postal address
  • postal address on previous tax return.

C/– is the preferred format for ‘care of’.

Full name of the trustee to whom notices should be sent

If the trustee is an individual, enter the surname and given names of the trustee to whom notices should be sent.

If the trustee is a company, enter the name and ABN of the company.

Daytime contact phone number

Provide a phone number that the trustee can be contacted on during business hours.

Schedule A – Additional information

If these instructions ask you to provide additional information, enter it in the text box at Schedule A – Additional information. Include a heading indicating the question or item the information relates to.

Keep any other schedules or documents with the AMIT’s tax records, see Record-keeping requirements.

Continue to: Trustee liabilities