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  • 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.
    Last modified: 18 Feb 2010QC 22130