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Refund of franking credits: application & instructions for individuals 2009 https://www.ato.gov.au/Forms/Refundoffrankingcreditsapplicationinstructionsforindividuals2009/ Last modified: 06 Feb 2019

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How to fill out refund of franking credits

01

Obtain the Application for refund of imputation credits form (NAT 4105) from the Australian Taxation Office (ATO) website or by calling the ATO.

02

Fill out the form with details such as your name, address, tax file number, and details of the franking credits you are claiming a refund for.

03

Attach any required documentation, such as dividend statements showing the franking credits received.

04

Submit the completed form and supporting documents to the ATO either online, by mail, or in person.

05

Wait for the ATO to process your refund claim and receive the refund either as a direct deposit into your nominated bank account or by cheque.

Who needs refund of franking credits?

01

Individuals who have received franking credits from Australian companies as part of their dividend income.

02

Investors who are on a low income or have no tax payable and are therefore eligible to claim a refund of franking credits.

03

Self-managed superannuation funds (SMSFs) that have received franking credits and meet the eligibility criteria for claiming a refund.

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What is refund of franking credits?

Refund of franking credits refers to the process of returning excess franking credits to shareholders.

Who is required to file refund of franking credits?

Shareholders who are eligible for franking credit refunds are required to file for the refund.

How to fill out refund of franking credits?

To fill out a refund of franking credits, shareholders need to complete the necessary tax forms provided by the relevant tax authority.

What is the purpose of refund of franking credits?

The purpose of refunding franking credits is to ensure that shareholders do not pay more tax than they are legally obligated to.

What information must be reported on refund of franking credits?

Shareholders must report details of their franking credits, income, and tax liabilities when filing for a refund.

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