Personal superannuation contributions

Supporting document requirements for private rulings

This page lists the documents and information we usually need to process private rulings about personal superannuation contributions.

When preparing a request for a private ruling on this topic, you may need to provide the information and/or answer the questions listed below. This will help us determine whether you are allowed a deduction for personal super contributions.

Send the following documents and information with your private ruling application form.

Personal superannuation contributions

• The date and amount of the contribution made
• The amount of the deduction to be claimed
• Your date of birth
• Details of your assessable income, exempt income and reportable fringe benefit amounts
• Was the contribution made in order to obtain super benefits for you or for your dependants in the event of your death?
• Details of the super fund (including the Australian business number of the super fund concerned) to which the contribution was made
• Was the super fund or retirement savings account a complying fund?
• A copy of the written notice you have given to the trustee of the super fund or provider of the retirement savings account, which states your intention to claim a deduction in respect of the contribution you made
• A copy of the acknowledgment notice issued by the trustee of the super fund or provider of the retirement savings account (Note: You are not allowed a deduction unless you have this acknowledgment.)