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  • Engage with us for advice

    Early engagement is an opportunity for you and your advisor to discuss the tax outcomes of complex transactions with us before applying for formal advice. You can discuss your circumstances and identify any concerns before you act. We will work with you and your advisor to get things right.

    Our early engagement for advice service is distinct from our commercial deals service whereby you can engage early with us if you are considering a pre-lodgment compliance agreement for a commercial deal.

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    When to contact us

    Early engagement is flexible and is tailored to your circumstances. You can request early engagement:

    • if you are considering applying for a  
      • private ruling
      • class ruling
      • administratively binding advice
    • when you are unsure of the most appropriate type of advice for your situation
    • before, during or after you have entered into the transaction.

    How to access early engagement

    To access early engagement, you can:

    How to get the form

    Double clicking the form won't open it. The form will not load on a mobile device, tablet or within a browser.

    To complete the form, you must save it to your desktop computer or laptop (with the latest version of Adobe Acrobat installed).

    • To download, right click on the link below and select Save target as (or a similar option depending on your internet browser) to save it to your computer.
    • Early engagement (advice) request (NAT 75413, PDF, 1.34MB)This link will download a file.
    • Open your saved form with Adobe Acrobat Reader DC and enable JavaScript if prompted before filling in the form.
    • Once you've completed your form, save it using the Save form button at the end of the form.

    Tip: Update your default app for pdf file types to Adobe Acrobat Reader DC to open all pdf files with Adobe Acrobat.

    We will contact you to discuss your request and outline the early engagement process.

    We will consult with you to:

    • seek your timeframes and critical dates
    • confirm details of the transaction
    • identify the tax issues you are seeking advice on.

    If you decide to proceed with early engagement, we will contact you to arrange an initial meeting.

    What to expect

    During early engagement, we adopt a collaborative approach to understand your situation. We may request information from you to establish the facts of the transaction, and the commercial context and drivers. You may also submit a draft ruling application for our consideration.

    We will work with you to identify issues and concerns and ensure that relevant experts participate in our discussions. At the end of the engagement, we will give you advice tailored to your needs and circumstances.

    See also:

    Last modified: 31 Jan 2022QC 44827