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The ATO has advised that on 19 June 2009, it wrote to endorsed income tax exempt entities and deductible gift recipients that received a refund of franking credits in the prior year. The purpose of the mailout was to provide these organisations with the necessary information and forms to claim a refund of franking credits from dividends received in the 2008-09 income year.

The mailout included:

  • a factsheet that helps organisations work out if they are eligible to claim a refund for the 2008-09 year (NAT 6716)
  • an application form for the income year 1 July 2008 to 30 June 2009 (NAT 4131), and
  •  instructions on how to complete the form (NAT 6715).

For a copy of the advice, and links to these documents, go here


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