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How to apply for SMSF specific advice

How to apply for advice of how super laws may apply to your SMSF for a specific transaction or arrangement.

Last updated 12 August 2021

You can apply for SMSF specific advice about:

  • your own SMSF's affairs
  • another's SMSF's affairs if you are their agent.

You can download the Request for self-managed superannuation fund specific advice form.

Remember to include all of the supporting documentation and information required with your form.

If you are new to this site, you should first read about private rulings to see how a tax law may apply to your specific scheme or circumstance.