• Personal superannuation contributions

    Supporting document requirements for private rulings

    This page lists the documents and information we usually need to process private rulings about personal superannuation contributions.


    When preparing a request for a private ruling on this topic, you may need to provide the information and/or answer the questions listed below. This will help us determine whether you are allowed a deduction for personal super contributions.

    End of attention

    Send the following documents and information with your private ruling application form.

    Personal superannuation contributions

    • The date and amount of the contribution made
    • The amount of the deduction to be claimed
    • Your date of birth
    • Details of your assessable income, exempt income and reportable fringe benefit amounts
    • Was the contribution 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 Australian business number of the super fund concerned) to which the contribution was made
    • Was the super fund or retirement savings account a complying fund?
    • A copy of the written notice you have given 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: You are not allowed a deduction unless you have this acknowledgment.)
      Last modified: 25 Sep 2006QC 19076