Here's a list of the documents and information we usually need to process a private ruling request or objection about personal super contributions. If you provide supporting information this will reduce the time it takes us to process your request.
If you want to apply for a private ruling about personal super contributions, you need to:
- complete and submit the relevant private ruling application form (for tax professionals or not for tax professionals)
- provide the supporting information listed below.
If you want to lodge an objection about personal super contributions, you need to:
- complete and submit the relevant objection form (for taxpayers or tax professionals)
- provide the supporting information listed below.
Note: Check first whether your question is answered on our website.
See also:
Supporting information
Note: If you've previously provided us with any of the information listed below, you don't need to provide it again.
The information we need for a private ruling or objection about personal super contributions includes:
- the date and amount of the contribution made
- the amount of the deduction to be claimed
- if you haven't yet lodged your tax return for the relevant year, details of your assessable income, exempt income and reportable fringe benefit amounts
- whether the contribution was made in order to obtain super benefits for you or for your dependants in the event of your death
- details of the super fund (including the ABN) or retirement savings account to which the contribution was made
- whether that super fund or retirement savings account was a complying fund
- a copy of the written notice you gave to the trustee of the super fund or provider of the retirement savings account, which states your intention to claim a deduction in respect of the contribution you made
- a copy of the acknowledgment notice issued by the trustee of the super fund or provider of the retirement savings account. Note: no deduction is allowed unless you have this acknowledgment.
Next steps:
- Private ruling application form
- Objection form – for taxpayers
- Objection form – for tax professionals