What to include in your SMSF specific advice application

The information and supporting documentation required in a SMSF specific advice application are:

  • your contact details
  • the full name of the SMSF that the SMSF specific advice is for
  • the questions that you want answered
  • the facts describing the scheme or transaction (including everything listed in the supporting documents information)
  • research and analysis of the technical issues (optional)
  • details of any previous SMSF specific advice you have received on the issue
  • a checklist to help us to determine whether your application is valid
  • your declaration and signature.
Last modified: 18 Feb 2010QC 22130