SMSF support services
If you are a self-managed super fund (SMSF) trustee or professional and need help, we have many services available to you.
For general enquiries that are not specific to any of the below circumstances, get in touch via our Contact us page.
You can also visit ATO CommunityExternal Link, our online peer-to-peer forum to discuss your SMSF and general super questions with other trustees and professionals in the sector.
On this page
SMSF early engagement and voluntary disclosure service
If you are an SMSF trustee or professional, you can use our SMSF early engagement and voluntary disclosure service. This service allows you to engage early with us in relation to unrectified contraventions.
To make a voluntary disclosure, complete the SMSF regulatory contravention disclosure form (PDF, 801KB)This link will download a file or apply in writing. The completed form or your written application and any relevant supporting documentation should be submitted to us by:
SMSF auditor professional-to-professional support service
If you're an SMSF auditor, you can use our SMSF auditors' professional-to-professional support service (which we refer to as the Super P2P service) for technical assistance. You can use this service to request general advice on the Superannuation Industry (Supervision) Act and Regulations requirements or SMSF administrative issues.
Accessing the service
Submit your enquiry by secure mail in Online services for business.
We may contact you to request additional information if we need more information.
Reporting SMSF auditor number misuse
If you are an SMSF auditor and have concerns that your SMSF auditor number (SAN) has been misused, you can email us for help. We can send you a list of the returns on which your SAN has been recorded so you can confirm whether your SAN has been misused. SAN misuse can also be reported via this service
To obtain a list send an email to email@example.com
You can request SMSF specific advice about how the super law applies to a particular transaction or arrangement for a SMSF including its investments or payment of benefits.
To do this, complete the Request for self-managed superannuation fund specific advice form (PDF, 186KB)This link will download a file.
Send your completed form to us either by:
We offer support to SMSF trustees and professionals through our early engagement and voluntary disclosure service as well as SMSF auditor support and SMSF specific advice.
- fax: 1300 669 846
Australian Taxation Office
PO Box 3100
PENRITH NSW 2740