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Trust information

Instructions for completing the attribution managed investment trust information in the income tax return.

Published 30 May 2024

Tax file number (TFN)

Write the TFN of the AMIT.

Name of trust

The AMIT name should be consistent from year to year.

Supplying a name that is not consistent with what the ATO has recorded will delay the assessment of the AMIT return.

The AMIT return should not be used for updating trust details. If the AMIT name is legally changed, you must advise us by updating your details at the time the change is made.

Australian business number (ABN)

Write the ABN of the AMIT if the AMIT is registered on the Australian Business Register.

Additional AMIT details

Write on the AMIT tax return the following:

  • previous name of trust
  • current postal address
  • postal address on previous tax return.

C/– is the preferred format for ‘care of’.

Full name of the trustee to whom notices should be sent

If the trustee is an individual, write the surname and given names of the trustee to whom notices should be sent.

If the trustee is a company, write the name and ABN of the company.

Daytime contact phone number

Provide a phone number that the trustee can be contacted on during business hours.

Schedule A – Additional information

If these instructions ask you to provide additional information, enter it in the text box at Schedule A – Additional information. Include a heading indicating the question or item the information relates to.

Keep any other schedules or documents with the AMIT’s tax records, see Record-keeping requirements.

Continue to: Trustee liabilities

Return to: Instructions to complete the AMIT tax return 2024

QC101521