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Instructions to complete the fund income tax return 2025

Instructions for completing the sections of the fund income tax return.

Published 28 May 2025

Find out what you need to know before you start your Fund income tax return 2025.

Deals with general superannuation entity identification and the current status of the fund.

Deals with all income the fund received, or was entitled to receive, during 2024–25.

Deals with all deductions relating to 2024–25.

Deals with the income tax calculation statement. The statement works out the tax liability if there is taxable income.

Deals with all losses claimed for 2024–25 at item 13.

Deals with other financial information that the Commissioner has determined is necessary to assess the operation.

All declarations must be signed by the appropriate person.

QC104328