Trust Return - Front Cover

For compliance information, refer to Completing page 1 of the Trust return on the ATO website.

If you are amending a Tax return, see Amending Lodged Returns

For information about where integrated data is sourced, refer to Names and Addresses in tax returns.

The trustee information on the front cover includes:

• Name of trust

• The trust name should be consistent from year to year, except in the year of a name change. If the trust name is legally changed, send written advice of the change to the ATO at the time the change is made. Do NOT show the particulars of the trustees or administrators at this item.

• Australian Business Number (ABN)

• Previous name

• Postal address

• Previous Postal address

• Trustee details. Show the surname or family name and given names of the trustee to whom notices should be sent. If the trustee is a company, show the name and ABN of the company. If the trust comprises the property of a bankrupt and the estate is being administered by the Official Receiver, enter OFFICIAL TRUSTEE IN BANKRUPTCY in the fields provided for the company name.

• Daytime contact telephone number. Provide a telephone number on which the trustee can be contacted during business hours.

• Family Trust and interposed entity election status

• Type of Trust

• Managed Investment Trusts

• Is any tax payable by the trustee?

• Electronic funds transfer (EFT) Refund

• Newly created returns

• Item 1 - Description of main business activity

• Item 2 - Status of the business, consolidated subsidiary member indicator and Significant global entity

• Item 4 - Did the trust sell any goods and services using the Internet?

CCH References

6-010 Trusts and trustees
6-020 Trust Return
6-060 Trust not separate taxable entity