Get the fund income tax return form
Go to Fund income tax return 2024This link opens in a new window on our Publication Ordering Service (POS) at iorder.com.au to get a copy.
Get the fund income tax return instructions
For help preparing the tax return, see Instructions to complete the fund income tax return 2024.
The Fund income tax return instructions 2024 are not available in print.
You can create and save a PDF copy (3.8 MB from this webpage – select the Print or Download icon under the page heading then select PDF whole topic.
Using the fund income tax return instructions
All superannuation entities, other than self-managed superannuation funds (SMSFs), must complete the Fund income tax return 2024.
These instructions are not a guide to income tax or superannuation law. If these instructions don't fully cover the fund's circumstances, contact us or a registered tax adviser.
These instructions only cover:
- Australian Prudential Regulation Authority (APRA) regulated funds.
- Non-regulated superannuation funds.
- Pooled superannuation trusts (PSTs).
The instructions and form may refer more generally to funds other than where a more specific mention of an entity type is warranted.
These instructions don't cover reporting obligations for superannuation that, where required, must be reported separately.
SMSFs need to lodge the Self-managed superannuation fund annual return 2024 (NAT 71226).
When we refer to ‘you’ in these instructions, we are referring to you either as:
- the trustee of the fund
- the tax agent or trustee responsible for completing the tax return.
For details about the personal information we collect from you, see Privacy notice – Fund income tax return.
Our privacy policy contains important information about your privacy, including:
- information about how you can access and seek correction of information we hold about you
- how you may complain about a breach of the Australian Privacy Principles
- how we will deal with any privacy complaint.
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