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 2016–17 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.
Complete the application in full and follow the instructions to avoid delays in processing your organisation's application.
Next steps:
- Read Completing your application for refund of franking credits 2017-18
- View the Sample application for refund of franking credits (NAT 4131, PDF 228KB)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.
See also:
- Refund of franking credits – frequently asked questions
- Review of your assessment and record keeping