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  • How to apply

    1. Download a Request for self-managed superannuation fund specific advice application form.
    2. Use this site to find what information and documents we need to provide SMSF specific advice.
    3. Complete the SMSF specific advice application form.
    4. Send your SMSF specific advice application by fax or post, to the addresses listed in the form.

    If you are a registered tax agent, or a Business Portal user, you may lodge your application through the Tax Agent Portal.

    Last modified: 13 Aug 2021QC 22130