• Section H: Trustees

    19 Where the trustee is a constitutional corporation, insert the details of any director who is a responsible person for the fund and is not shown in Section A

    Insert the title, surname or family name, and given names of the director.

    Insert the current postal address of the director.

    Insert the email address of the director.

    Insert the phone number (including area code) of the director.

    To add additional trustee details you can use an extra Section H question 19 page, or attach an excel spreadsheet. Save a copy of any additional pages used for your own records.

    Attention

    Only an individual can be the responsible person – they must be either a trustee or a director of the constitutional corporation that is a trustee. Where the responsible person is a director of the constitutional corporation, they must be an active director.

    End of attention

    20 Where the trustee is an individual, insert the details of any trustee who is an individual who is not shown in Section A

    Insert the title, surname or family name, and given names of the individual.

    Insert the TFN of the individual.

    Attention

    We are authorised by the Taxation Administration Act 1953 to collect your TFN. See the privacy note at Completing and lodging the return for further information.

    End of attention

    Insert the current postal address of the individual.

    Insert the email address of the individual.

    Insert the phone number (including area code) of the individual.

    Select the box to indicate whether the trustee is a responsible person for the fund.

    To add additional trustee details you can use an extra Section H question 20 page, or attach an excel spreadsheet. Save a copy of any additional pages used for your own records.

    Attention

    Only an individual can be the responsible person – they must be either a trustee or a director of the constitutional corporation that is a trustee. Where the responsible person is a director of the constitutional corporation, they must be an active director.

    Private ancillary funds

    The responsible person cannot be:

    • a founder
    • a donor to the fund who has contributed more than $10,000
    • an associate of a founder or such a donor.

    Public ancillary funds

    At all times, a majority of the individuals involved in the decision-making of the fund must be individuals with a degree of responsibility to the Australian community as a whole.

    End of attention

    Find out more

    For more information, refer to private AF guidelines 14, 15 and 16 and public AF guidelines 14, 15 and 16.

    End of find out more
    Last modified: 25 Jun 2015QC 46033