Trustee individual - Person name usage code: The trustee individual person name usage code should be set to 'Contact'. This is a mandatory field. Trustee Individual - person name usage code Specified individual - Person Name Usage Code: The person name usage code should be set to 'Contact'. This is a mandatory field. Specified individual - Person Name Usage Code Tax Agent Declaration Person Unstructured Name Usage Code: The person unstructured name usage code must be set to 'DeclarationSignatory'. This is a mandatory field. Tax Agent Declaration Person Unstructured Name Usage Code Tax Agent contact name - Person Unstructured Name Usage Code Trust Current postal address - Country Name: This field is to be left blank. Trust Previous Postal address - Country Name: This field should be left blank. Trust Current postal address - Country Previous postal address of Trust - Country Trustee postal address - Country Name: This field should be left blank. Postal address of Trustee - Country -Non individual Specified individual current address of principal place of residence - Address Details Country Name: This field should be left blank. Current address of principal place of residence of the specified individual - Country Entity postal address - Country name: This field should be left blank. Current postal address of the company/fund/trust/partnership - Country Trust Current postal address - Country Code: Enter the country code of the trust current postal address as per the allowable codes listed in the taxonomy. Trust Previous postal address - Country Code: Enter the country code of the trust previous postal address as per the allowables codes listed in the taxonomy. Trust Current postal address - Country Code Trust Previous postal address - Country Code Trustee postal address - Country Code: Enter the country code as per the allowables codes listed in the taxonomy. Trustee postal address - Country Code Specified individual current address of principal place of residence - Country Code: Enter the country code as per the allowable codes listed in the taxonomy. Specified individual current address of principal place of residence - Country Code Entity postal address - Country code: Enter the country code as per the allowables codes listed in the taxonomy. Entity postal address - Country code Trust Current Postal Address Details Currency Code: The currency code should be set to C for Current. This is a mandatory field. Trust Previous Address Details Currency Code: The currency code should be set to P for Previous. This is a mandatory field. Current Postal Address of Trust - Currency Code Trust Previous Address Details Currency Code Trustee Postal Address Details Currency Code: The currency code should be set to C for Current. This is a mandatory field. Trustee Postal Address Details Currency Code Specified individual current address of principal place of residence - Address Details Currency Code: The currency code should be set to C for Current. This is a mandatory field. Specified individual current address of principal place of residence - Address Details Currency Code Entity Postal Address Details Currency Code: The currency code should be set to C for Current. This is a mandatory field. Entity Postal Address Details Currency Code Trust Previous postal address - Line 1: Enter Line 1 of the Trust's previous postal address. This is a mandatory field. Trust Current postal address - Line 1 Previous postal address of Trust - Line 1 Trust Current postal address - Line 1: Enter line 1 of the Trust's current postal address. This is a mandatory field. Trustee postal address - Line 1: Enter Line 1 of the trustee postal address. This is a mandatory field. Postal address of Trustee- Street name and number line 1- Non individual Specified individual current address of principal place of residence - Street name and number: Enter the street name and number of the address. This is a mandatory field. Current address of principal place of residence of the specified individual -Street name and number line 1 Entity postal address - Line 1: Enter Line 1 of the entity postal address. This is a mandatory field. Current postal address of the company/fund/partnership/trust line 1 Trust Current postal address - Street name and number Line 2: Enter Line 2 of the trust current postal address. Trust Previous postal address - Street name and number Line 2: Enter Line 2 of the trust previous postal address. Trust Current postal address - Street name and number Line 2 Trust Previous postal address - Street name and number Line 2 Trustee postal address - Street name and number Line 2: Enter Line 2 of the Trustee postal address. Postal address of Trustee - Street name and number line 2- Non individual Specified individual current address of principal place of residence - Street name and number Line 2: Enter Line 2 of the specified individual current address. Specified individual current address of principal place of residence - Street name and number Line 2 Entity postal address - Line 2: Enter Line 2 of the entity postal address. Current postal address of the company/fund/partnership/trust - line 2 Trust Current postal address - Street name and number Line 3: This field should be left blank. Trust Previous postal address - Street name and number Line 3: This field should be left blank. Trust Current postal address - Street name and number Line 3 Trust Previous postal address - Street name and number Line 3 Trustee postal address - Street name and number Line 3: This field should be left blank. Trustee postal address - Street name and number Line 3 Specified individual current address of principal place of residence - Street name and number Line 3: This field should be left blank. Specified individual current address of principal place of residence - Street name and number Line 3 Entity postal address - Street name and number Line 3: This field should be left blank. Entity postal address - Street name and number Line 3 Trust Current postal address - Street name and number Line 4: This field should be left blank. Trust Previous postal address - Street name and number Line 4: This field should be left blank. Trust Current postal address - Street name and number Line 4 Trust Previous postal address - Street name and number Line 4 Trustee postal address - Street name and number Line 4: This field should be left blank. Trustee postal address - Street name and number Line 4 Specified individual current address of principal place of residence - Street name and number Line 4: This field should be left blank. Specified individual current address of principal place of residence - Street name and number Line 4 Entity postal address - Street name and number Line 4: This field should be left blank. Entity postal address - Street name and number Line 4 Trust Previous postal address - Suburb/Town: Enter the suburb/town of the Trust's previous postal address. This is a mandatory field. Trust Current postal address - Suburb/Town Previous postal address of Trust - Suburb/Town Trust Current postal address - Suburb/Town: Enter the suburb or town of the Trust's current postal address. This is a mandatory field. Trustee postal address - Suburb/Town: Enter the suburb/town of the Trustee postal address. This is a mandatory field. Postal address of Trustee - Suburb/Town- Non individual Specified individual current address of principal place of residence - Suburb/Town: Enter the suburb or town of the address. This is a mandatory field. Current address of principal place of residence of the specified individual - Suburb/Town Entity postal address - Suburb/Town: Enter the name of the suburb or town of the entity postal address. This is a mandatory field. Current address of the company/fund/partnership/trust - Suburb or town Trust Current postal address - Overseas Address Indicator: If the trust current postal address is located overseas then set this field to TRUE. Otherwise set the fiels to FALSE. This is a mandatory field. Trust Previous postal address - Overseas Address Indicator: If the address is located overseas then set this field to TRUE. Otherwise set this field to FALSE. This is a mandatory field. Trust Current postal address - Overseas Address Indicator Trust Previous postal address - Overseas Address Indicator Trustee postal address - Overseas indicator: If the trustee postal address is overseas then set this field to TRUE. Otherwise set the field to FALSE. This is a mandatory field. Trustee postal address - Overseas indicator Specified individual current address of principal place of residence - Overseas indicator: If the address is overseas then set this field to TRUE. Otherwise set the field to FALSE. This is a mandatory field. Specified individual current address of principal place of residence - Overseas indicator Entity postal address - Overseas Address Indicator: If the address is located overseas then set this field to TRUE. Otherwise set this field to FALSE. This is a mandatory field. Entity postal address - Overseas Address Indicator Trust Previous postal address - Postcode: Enter the postcode of the Trust's previous postal address. Trust Current postal address - Postcode Previous postal address of Trust - Postcode Trust Current postal address - Postcode: Enter the postcode of the Trust's current postal address. Trustee postal address - Postcode: Enter the postcode of the Trustee postal address. Postal address of Trustee - Postcode -Non individual Specified individual current address of principal place of residence - Postcode: Enter the postcode of the address. Current address of principal place of residence of the specified individual - Postcode Entity postal address - Postcode: Enter the postcode of the entity postal address. Current postal address of the company/fund/partnership/trust - Postcode Trust Previous postal address - State: Enter the State or Territory of the Trust's previous postal address as per the allowable codes listed in the taxonomy. Trust Current postal address - State Previous postal address of Trust - State Trust Current postal address - State: Enter the state or territory of the Trust's current postal address. Trustee postal address - State: Enter the State or Territory of the Trustee postal address as per the allowable codes listed in the taxonomy. Postal address of Trustee - State -Non individual Specified individual current address of principal place of residence - State: Enter the State or Territory of the address as per the allowables codes listed in the taxonomy. Current address of principal place of residence of the specified individual - State Entity postal address - State: Enter the State or Territory of the entity postal address as per the allowable codes listed in the taxonomy. Current postal address of company/fund/partnership/trust - State Tax Agent's telephone area code: Enter the two-digit area code that precedes the actual telephone contact number of the tax agent. Agent's telephone area code Tax Agent's telephone number: Enter the eight-digit telephone contact number for the tax agent. This is a mandatory field. Agent's telephone number Tax Agent's Telephone Service Line Code: The telephone service line code should be set to '01' for Mobile or '02' for Land line or fixed line. This is a mandatory field. Tax Agent's Telephone Service Line Code Tax Agent's Telephone Usage Code: The telephone usage code should be set to '03' for Contact. This is a mandatory field. Tax Agent's Telephone Usage Code Trust Current Organisation name - Currency code: The trust current organisation name currency code must be set to C for Current. This is a mandatory field. Trust Previous Organisation name - Currency code: The currency code should be set to P for Previous. This is a mandatory field. Current Organisation Name of Trust - Currency code Trust Previous Organisation name - Currency code Trustee name - Non individual - Name currency code: The name currency code should be set to C for Current. This is a mandatory field. Trustee name - Non individual - Name currency code Entity name - Non individual name - Currency code: The non-individual name currency code should be set to C for Current. This is a mandatory field. Entity name - Non individual name - Currency code Trust Current Organisation Name Type Code: The organisation name type code should be set to MN for Main or legal. This is a mandatory field. Trust Previous Organisation Name Type Code: The organisation name type code should be set to MN for Main or legal. This is a mandatory field. Current Organisation Name of Trust - Name type code Trust Previous Organisation Name Type Code Trustee name - Non individual - Organisation Name Type Code: The organisation name type code should be set to MN for Main or legal. This is a mandatory field. Trustee name - Non individual - Organisation Name Type Code Entity name - Non individual name - Organisation Name Type Code: The organisation name type code should be set to MN for Main or legal. This is a mandatory field. Entity name - Non individual name - Organisation Name Type Code Trust Previous name: Enter the name of the Trust as it originally appeared on the last tax return for the Trust. This is a mandatory field. Full name of the Trust Previous name of Trust Trust Current name: Enter the full legal name of the Trust for which the family trust election, revocation or variation is being made. This is a mandatory field. Trustee Non individual name - Line 1: Enter the name of the company if the trustee of the Trust is a company. This is a mandatory field. Name of Trustee - Non individual - line 1 Entity name - Non individual name - Line 1: Enter the full name of the company, partnership or trust. If there was more than one, supply the name of each additional company, partnership or trust. This is a mandatory field. Full name of the company/fund/partnership/trust - line 1 Specified individual - Date of birth: Enter the birth date (day, month and year) of a specified individual whose family group is taken into account in relation to the Family Trust election. This is a mandatory field. Date of birth of the specified individual Trustee individual - Person name currency code: The trustee individual person name currency code should be set to C for Current. This is a mandatory field. Trustee individual - Person name currency code Specified individual - Person Name Currency Code: The person name currency code should be set to C for Current. This is a mandatory field. Specified individual - Person Name Currency Code Trustee Individual name - Family name: Enter the trustee's family name or surname. If there was more than one trustee of the Trust during the relevant period, the family name or surname of each trustee should be included. This is a mandatory field. Family name of Trustee- Individual Specified individual - Family name: Enter the family name of the specified individual whose family group is taken into account in relation to the family trust election. This is a mandatory field. Surname or family name of the specified individual Trustee Individual name - First name: Enter the first given name of the trustee of the Trust. If there was more than one trustee of the Trust during the relevant period, the first given name of each trustee should be included. First name of Trustee -Individual Specified individual - First name: Enter the first given name of the specified individual whose family group is taken into account in relation to the family trust election. First given name of the specified individual Trustee Individual name - Suffix: Enter the suffix associated with an individual's name as per the allowable codes listed in the taxonomy. If there was more than one trustee of the Trust during the relevant period, any suffix of each trustee should be included. Suffix of Trustee -Individual Specified individual - Suffix: Enter the suffix of the specified individual as per the allowables codes listed in the taxonomy. Suffix of the specified individual Trustee Individual name - Other given names: Enter the other given names of the Trustee of the Trust. If there was more than one trustee of the Trust during the relevant period, the other given names of each trustee should be included. Other given names of Trustee -Individual Specified individual - Other given names: Enter the other given names of the specified individual whose family group is taken into account in relation to the family trust election. Other given names of the specified individual Trustee Individual - Person Name Type Code: The person name type code should be set to LGL for Legal. This is a mandatory field. Trustee Individual - Person Name Type Code Specified individual - Person Name Type Code: The person name type code should be set to LGL for Legal. This is a mandatory field. Specified individual - Person Name Type Code Trustee Individual name - Title: Enter title of the trustee as per the allowable codes listed in the taxonomy. If there was more than one trustee of the Trust during the relevant period, the Title of each trustee should be included. Title of Trustee - Individual Specified individual - Title: Enter the Title of the specified individual as per the allowable codes listed in the taxonomy. Title of the specified individual Tax Agent Declaration Person Name: It may contain a complete name (first, family and other given names) or parts of it. This representation of a person's name is commonly used where the name is not used for proof of identity matching hence it is not required to be strongly validated. Examples of its use are: The name of the person who is used as a contact on behalf of an Organisation or the name of the recipient of a correspondence. This is a mandatory field. Tax Agent Declaration Person Name Tax Agent contact name: Enter the contact name for the Tax Agent. This is a mandatory field. Agent contact name Central management and control of trust outside Australia at all times during the relevant period - Full period indicator: If the answer to the previous question was Yes and the central management and control of the trust was outside of Australia at all times during the relevant period enter F for Full Period. Or, if the answer to the previous question was Yes and the central management and control of the trust was outside of Australia for only part of the time during the relevant period then leave this field blank and enter the relevant from and to dates. If the answer to the previous question was No then leave this field and the date fields blank. Central management and control of trust outside Australia at all times during the relevant period - Full period indicator At any time during the period from the election commencement time until the time the election is made, was the central management and control of the trust outside Australia?: If the answer to this question is Yes then set the field to TRUE. Otherwise set the field to FALSE. Was the central management and control of the trust outside Australia at any time during the period from the election commencement time until the election is made? Trustee was a non-resident for tax purposes at all times during the relevant period - Full period indicator: If the answer to the previous question was Yes and the trustee was a non-resident for tax purposes at all times during the relevant period enter F for Full Period. Or, if the answer to the previous question was Yes and the trustee was a non-resident for tax purposes for only part of the time during the relevant period then leave this field blank and enter the relevant from and to dates. If the answer to the previous question was No then leave this field and the date fields blank. Trustee was a non-resident for tax purposes at all times during the relevant period - Full period indicator At any time during the relevant period was the trustee a non-resident for tax purposes?: If the answer to this question is Yes then set the field to TRUE. Otherwise set the field to FALSE. At any time during the relevant period was the trustee a non-resident for tax purposes? Tax Agent Declaration Statement Type Code: The tax agent declaration statement type code should be set to 'TrueAndCorrect'. This is a mandatory field. Tax Agent Declaration Statement Type Code Tax Agent Declaration Signatory Identifier: The identifier used can be specified by the ABR credential owner providing it allows identification. Examples of suitable identifiers include a user login, a full name or an E-mail address. This is a mandatory field. Tax Agent Declaration Signatory Identifier When lodged by an intermediary, such as a tax agent (rather than by the reporting party) as a standalone form provides the date the intermediary declared that the form was true and correct. Tax Agent Declaration Signature Date Tax Agent Declaration Statement Accepted Indicator: If the declaration statement is accepted then set this field to TRUE. If the declaration statement is not accepted then set this field to FALSE. This is a mandatory field. Tax Agent Declaration Statement Accepted Indicator Tax Agent Declaration Statement Text: The declaration statement text should constist of a confirmation of the details required. Tax Agent Declaration Statement Text Year of return Year of return: Enter the income year in which the information provided in the family trust election is being lodged. The financial year should be four characters in length. This is Central management and control of the trust outside Australia during the relevant period - Date to: Enter the end date of the relevant period where central management and control of the trust was outside Australia. Central management and control of the trust outside Australia during the relevant period - Date to Period trustee was a non-resident for tax purposes during the relevant period - To: Enter the end date of the relevant period where the trustee was a non-resident for tax purposes. Substituted accounting period - Date to: If the specified income year does not end on 30 June, inform the substituted accounting period for that specified income year. The final date must consist of the day, month and year. Period trustee was a non-resident for tax purposes during the relevant period - Date To Substituted accounting period - Date to Central management and control of trust was outside Australia during the relevant period - Date from: Enter the commencement date of the relevant period where central management and control of the trust was outside Australia. Central management and control of trust was outside Australia during the relevant period - Date from Period trustee was non-resident for tax purposes during the relevant period - From: Enter the commencement date of the relevant period where the trustee was a non-resident for tax purposes. Substituted accounting period - Date from: If the specified income year does not end on 30 June, enter the substituted accounting period for that specified income year. The commencement date must consist of the day, month and year. Period trustee was non-resident for tax purposes during the relevant period - Date From Substituted accounting period - Date from Hours taken to prepare and complete this form: Enter the number of hour/s, rounded up to the nearest hour, spent on reading the instructions, collecting the necessary information to complete the form, making the necessary calculations and the actual completion of the Family Trust Election, Revocation or Variation form for the relevant year. The number entered in this field should reflect the time the business and the tax agent has spent preparing and completing the form. This includes the time spent by any other person whose assistance was obtained such as an employee of the business. Hours taken to prepare and complete this form Trust ABN: Enter the Australian Business Number (ABN) of the trust if it is registered in the Australian Business Register. Trust ABN Trustee ACN: Enter the ACN (Australian Company Number) for the trustee. ACN of the trustee Company ACN: Enter the ACN (Australian Company Number) for the company. ACN of company Trustee ARBN: Enter the Australian Registered Body Number (ARBN) for the trustee of a Trust that is a company. ACN/ARBN of Trustee Company ARBN: Enter the Australian Registered Body Number (ARBN) for the company. ACN/ARBN of the company Tax Agent number Tax Agent number: The Tax Agent Number (TAN) consists of seven digits. If it is an old registration, add a '0' (zero) in front of the first four digits of the TAN. If the speciified individual representing the family trust election that is to be revoked does not have a tax file number, then set this field to TRUE. Specified individual for trust election being revoked does not have a TFN indicator Trustee does not have a TFN indicator: If the trustee of the Trust does not have a Tax File Number (TFN) set this field to TRUE. Otherwise set the field to FALSE. Trustee does not have a TFN indicator Specified individual does not have a TFN indicator: If the specified individual whose family group is taken into account in relation to the Family Trust election does not have a Tax File Number (TFN), then set this field to TRUE. Otherwise set the field to FALSE. Specified individual does not have a TFN indicator Company/fund/partnership/trust does not have a TFN indicator: If the company, partnership or trust does not have a Tax File Number (TFN), then set the field to TRUE. Otherwise set the field to FALSE. Company/fund/partnership/trust does not have a TFN The current tax file number of the specified individual whose family group was taken into account in relation to a family trust election - and is to now have that election revoked Tax file number of specified individual for the trust election being revoked Trustee Tax file number: Enter the Tax File Number (TFN) of the trustee of the Trust. If there was more than one trustee of the Trust during the relevant period, the TFN of each trustee is to be included. Tax File Number of Trustee Specified individual - Tax file number: Enter the Tax File Number (TFN) of a specified individual whose family group is taken into account in relation to the Family Trust election. Note that only one individual of the Trust can be specified. TFN of the specified individual Entity tax file number: Enter the Tax File Number (TFN) of either the company, fund, partnership or trust. TFN of the company/fund/partnership/trust Entity code of interposed entity - where election in respect of trust and specified individual is being revoked: Enter the appropriate code of the entity: - P for Partnership, - T for Trust, or - C for Company. This is a mandatory field. Entity code of interposed entity - where election in respect of trust and specified individual is being revoked The election commencement time for the family trust election: Enter the commencement date (day, month, year) for the Family Trust election or the effective date (day, month, year) of a variation by way of an order, an agreement or an award. This should only be completed if: - specifying the full income year eg. 2007-2008 and if the family control in section 272-87 of Schedule 2F to ITAA 1936 has not been satisfied at all times during the specified full income year eg. 2007-2008 from the day specified for an election to be made. In these circumstances, the election commencement time will be the later of the earliest time from which the family control test was passed continuously until the end of the full income year eg. 2007-2008 and the beginning of the day specified for an election to be made, or - varying the specified individual of a family trust election under subsection 272-80(5C) of Schedule 2F to the ITAA 1936 as a result of an order, an agreement, or an award. The variation effective date is the variation date specified by the order, agreement or award. The election commencement time for the family trust election or effective date of a variation Income year specified for the purposes of the family trust election: Enter the four-digit income year (2005 and later) specified for the purposes of the Family Trust election. Where varying the specified individual of a family trust election, other than by way of an order, an agreement or an award – write the four-digit, current income year of the trust’s return of income with which the variation must be lodged. The variation effective date is the first day of that year of income or the commencement date of the original election, whichever is later. Where revoking a current election, specify the income year exactly as provided previously in the relevant family trust election. Income year specified for the purposes of the family trust election or revocation The income year for which the details of the election being revoked were included in the tax return for the trust or given to the Commissioner: Enter the income year for which the details of the election being revoked were included in the tax return for the trust or given to the Commissioner. The day and month are not required. The income year for which the details of the election being revoked were included in the tax return for the trust or given to the Commissioner as required under subsection 272-80(2) of Schedule 2F to the ITAA 1936 or sub-items 22(4) or 22A(4) of Schedule 1 to the Taxation Laws Amendment (Trust Loss and Other Deductions) Act 1998. Income year that family trust election ceases to be in force - first date: Enter the commencement date (day, month, year) in which the family trust election ceases to be in force. Income year that family trust election ceases to be in force - first date Trust Current Postal Address Details Usage Code: The usage code should be set to POS for Postal. This is a mandatory field. Trust Previous Address Details Usage Code: The usage code for the trust address details should be set to POS for Postal. This is a mandatory field. Current Postal Address of Trust - Usage Code Trust Previous Address Details Usage Code Trustee Postal Address Details Usage Code: The usage code for the trustee address should be set to POS for Postal. This is a mandatory field. Trustee Postal Address Details Usage Code Specified individual current address of principal place of residence - Address Details Usage Code: The usage code for the specified individual address details should be set to RES for Residential. This is a mandatory field. Specified individual current address of principal place of residence - Address Details Usage Code Entity Postal Address Details Usage Code: The usage code for the entity postal address should be set to POS for Postal. This is a mandatory field. Entity Postal Address Details Usage Code Period type - management and control outside of Australia: The period type code should be set to 'ControlOutsideAustraliaPartPeriod'. This is a mandatory field if management and control of the trust was outside of Australia for a period of time during the relevant period. Period type - management and control outside of Australia Period type - non-resident: The period type code should be set to 'NonResidentPartPeriod'. This is a mandatory field if the trustee was a non-resident for tax purposes for a period of time during the relevant period. Period type - substituted accounting period: The period type code should be set to 'SubstitutedAccountingPeriod'. This is a mandatory field if there is a substituted accounting period. Period type - non-resident Period type - substituted accounting period Are you using this form for an election, revocation or a variation?: Enter the appropriate code to identify the use of the lodgment: - E for Election, - R for Revocation, or - V for Variation. This is a mandatory field. Are you using this form for an election, revocation or a variation? The income year from which the revocation is to be effective under subsection 272-80(8): Enter the income year from which the revocation is to be effective. The income year from which the revocation is to be effective under subsection 272-80(8). FTERLodgeRequest [Abstract] Intermediary Primary Items [Abstract] ReportingParty Primary Items [Abstract] Trustee SpecifiedIndividual InterposedEntity