In the last week of June, a personalised refund application form is sent to organisations that applied for and received a refund of franking credits for the 2015–16 year. This includes the following organisations:
- registered charities that are endorsed by us as exempt from income tax
- entities endorsed by us as deductible gift recipients in their own right
- entities that are deductible gift recipients listed by name in the tax law
- relief funds declared by the Treasurer to be developing country relief funds
- entities that are prescribed as exempt institutions and eligible for a refund under the regulations
- an exempt institution eligible for a refund under an Australian Government law other than the income tax law.
Next steps:
- Read Instructions for refund of franking credits: NFP endorsed entities 2016–17
- View the Sample application for refund of franking credits (NAT 4131, PDF 224KB)This link will download a file.
Note: This application form is provided as a 'sample only'. Do not complete and submit this copy of the form. - Phone us on 1300 130 248 if your organisation wants to apply for a refund of franking credits but you have not received a refund package. You can also phone us to request replacement forms.
Complete the application in full and follow the instructions to avoid delays in processing your organisation's application.
See also:
- Refund of franking credits – frequently asked questions
- Review of your assessment and record keeping