How to lodge
To apply for a private ruling about personal super contributions:
- complete and submit a private ruling application form
- provide the supporting information listed below.
To lodge an objection about personal super contributions:
- complete and submit the relevant objection form
- provide the supporting information listed below.
Check first whether your question is answered in Claiming deductions for personal super contributions.
Supporting information
Providing this information up front will reduce delays.
If you've previously given us any of the information listed below, you don't need to send it.
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. No deduction is allowed unless you have this acknowledgment.