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  • Completing and lodging the return



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

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    Get it done

    Download the Ancillary fund return 2015This link will download a file (NAT 73640).

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    Read these instructions on how to complete the return form.

    You may type directly into the form before printing, or you may print the form and write the information.

    If typing, check you can save a copy of the completed form to your computer by entering text into the first field, saving and closing the file, then re-opening it to check that the text you entered is displayed.

    If you cannot save the form, print a completed copy before you close it.

    Print an additional completed copy for your records.

    If writing, print neatly in BLOCK LETTERS using black pen.

    Place X in all applicable boxes.

    Insert whole dollars only, do not show cents.

    All ancillary funds must complete Sections A, B, C, D, F, G, H, I and J.

    Print and sign the form.

    If you need to lodge an amendment, write to the Australian Taxation Office (ATO) with details of the changes. Do not lodge another form.

    Relevant Period

    An entity's income year for the purposes of tax law is usually the period of 12 months ending on 30 June each year.

    If you do not write any dates in this field, then your organisation will be treated as having a 1 July to 30 June income year.

    An entity that wishes to adopt a substituted accounting period (SAP) can only do so with the Commissioner of Taxation's approval.

    If your organisation has an approved SAP, you would have been sent a letter confirming your approved SAP.


    Any SAP must be approved by the Commissioner of Taxation prior to lodgement of the return.

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    We are authorised by taxation law to collect the information on this form and disclose it to other government agencies. This includes the personal information of the person authorised to sign the declaration. For information about your privacy go to

    Lodging the return

    Send the completed return form by the lodgment due date to:

    Australian Taxation Office
    GPO Box 9845
    [insert the name and postcode of your capital city]

    For example;

    Australian Taxation Office
    GPO Box 9845
    SYDNEY NSW 2001

    Last modified: 13 Feb 2019QC 46033