Example 1 An account held by the ABC Family Trust (a formal trust with TFN 12345678 and an ABN of 10234151168) would be reported as follows in the QTFN report: Note that for formal trusts the name of the trustee MUST NOT be reported in the surname, given name fields. B C D E F G H I J K 1st given 2nd given Account name Entity TFN ABN Surname DOB Filler Non-indiv name name name ABC Family T 12345678 10234151168 ABC FAMILY TRUST Trust TFN T = trust ABN of trust Name of trust (not trustee) FAMILY would also be entered in the Account name field (Column B). ‘ABC TRUST’ Example 2 An account held by William Bruce Brown as trustee for his son Rusty (an informal trust with no Trust TFN "trustee" has quoted his own TFN) would be reported as follows: B C D E F G H I J K Account name Entity TFN ABN Surname 1st given name 2nd given name DOB Filler Non-indiv name WILLIAM BRUCE BROWN *ATF I 987654321 BROWN WILLIAM BRUCE 24041952 RUSTY BROWN Blank for Full name of account on the TFN of I = individual Details of Trustee individuals spreadsheet *ATF= as trustee for trustee
Example 1 An account held by the ABC Family Trust (a formal trust with TFN 12345678 and an ABN of 10234151168) would be reported as follows in the QTFN report: Note that for formal trusts the name of the trustee MUST NOT be reported in the surname, given name fields. B C D E F G H I J K Account name Entity TFN ABN Surname 1st given name 2nd given name DOB Filler Non-indiv name ABC Family Trust T 12345678 10234151168 ABC FAMILY TRUST T = trust TFN ABN of trust Name of trust (not trustee) ‘ABC FAMILY TRUST’ would also be entered in the Account name field (Column B). Example 2 An account held by William Bruce Brown as trustee for his son Rusty (an informal trust with no Trust TFN "trustee" has quoted his own TFN) would be reported as follows: B C D E F G H I J K Account name Entity TFN ABN Surname 1st given name 2nd given name DOB Filler Non-indiv name WILLIAM BRUCE BROWN *ATF RUSTY BROWN I 987654321 BROWN WILLIAM BRUCE 24041952 Full name of account on the spreadsheet *ATF= as trustee for I = individual TFN of trustee Details of Trustee Blank for individuals
QTFN_PC_Spreadsheet_Final_v1.2.0_Clean.docx