All private ancillary funds

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This information may not apply to the current year. Check the content carefully to ensure it is applicable to your circumstances.

End of attention

J Has the fund’s auditor confirmed compliance by the fund and the trustee with the private AF guidelines?

Each financial year the trustee must arrange for an auditor to audit compliance with the guidelines by the fund and the trustee. The audit must be finalised before the date the fund is required to lodge the return.

Find out more

For more information, refer to private AF guidelines 28, 29 and 48.

End of find out more

K Did the fund wind up or cease to be a private AF?

If the public AF wound up or ceased to be a private AF during the financial year, it must include the audit report when it lodges the ancillary fund return 2014.