How to apply for SMSF specific advice

What to include in your SMSF specific advice application

The information and supporting documentation required in a SMSF specific advice application are:

• your contact details
• the full name of the SMSF that the SMSF specific advice is for
• the questions that you want answered
• the facts describing the scheme or transaction (including everything listed in the supporting documents information)
• research and analysis of the technical issues (optional)
• details of any previous SMSF specific advice you have received on the issue
• a checklist to help us to determine whether your application is valid
• your declaration and signature.

Sections within What to include in your SMSF specific advice application

• Your questions
• Facts describing the scheme or transaction
• Your arguments and references (optional)
• Checklist
• Your signature and declaration
• Client declaration when applying as the agent of someone else