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  • Engage with us early to get the right advice

    Early engagement allows you or your tax adviser the opportunity to discuss the tax implications of a complex transaction with us as early as possible, prior to applying for formal advice such as a ruling. This will allow you to clearly understand your circumstances and identify any possible issues or concerns before taking action.

    After submitting an early engagement request, we will consult with you to:

    • discuss your request and outline the early engagement process
    • seek your timeframes and critical dates
    • explore the tax issues you are seeking advice on
    • agree on respective roles and responsibilities
    • request a draft application for a ruling, where relevant, with full and true disclosure and relevant supporting information.

    During the process you will need to provide us a summary of information which includes:

    • the transaction
    • commercial context
    • details of relevant entities
    • confirmation of required consents
    • any technical issues.

    We encourage you to utilise our early engagement service to determine the best approach for your circumstances.

    You can request a call backThis link opens in a new window from us by submitting our email template or online form, or you can email us at We will acknowledge your request within two business days.

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      Last modified: 12 Apr 2018QC 55078