Part C - Instructions for companies, trusts and funds (entities)

Warning:

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

End of attention

Individuals: if you use the worksheets and need help completing them, read steps 1, 2 and 3 in this part (ignore the word 'entity')

Read this first

Are you an individual?

If you are completing a tax return on behalf of an individual (rather than an entity), read part B.

If you need help completing the:

• Capital gain or capital loss worksheet (PDF, 96KB) - read step 1 of this part (ignoring the word 'entity')
• CGT summary worksheet for 2009 tax returns (PDF, 210KB) - read steps 2 and 3 in this part.

Is your entity a company, trust or fund?

Read this part.

Do you expect your entity's total capital gains or total capital losses for the 2008-09 income year to be $10,000 or less?

Yes: Work through steps 1 to 3.

No: Work through steps 1 to 4. Step 4 will show you how to complete the CGT schedule.