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Request for self-managed superannuation fund specific advice

Use this form to get advice on how the super law applies to a particular SMSF transaction or arrangement.

Last updated 7 November 2025

Instructions

If you require advice that is not in relation to investment rules or payment of benefits, you can request general advice.

Don't use this form if you cannot provide specific details about the transaction or arrangement. Instead, you can write to us and request general guidance.

What is SMSF specific advice?

SMSF specific advice is a written explanation of our view of how super laws may apply to your SMSF for a specific transaction or arrangement. 'Superannuation laws' about SMSF specific advice are based on:

  • the Superannuation Industry (Supervision) Act 1993 (SISA)
  • Superannuation Industry (Supervision) Regulations 1994 (SISR).

We only give SMSF specific advice if you provide sufficient details and supporting evidence. We may decline to provide specific advice. Our decision to decline does not have formal review rights.

We can provide specific advice about the following topics:

  • investment rules, including    
    • an investment by an SMSF in a company or unit trust
    • acquisition of assets from related parties
    • borrowing and charges
    • in-house assets
    • business real property 
  • in-specie contributions/payments
  • payment of benefits under a condition of release.

We cannot provide financial advice. We will not provide specific advice if the request relates to:

  • the complying status of your SMSF
  • trustee covenants
  • the residency status of your SMSF – you can apply for a private ruling as this is a tax issue.

How to submit your request for SMSF specific advice

Download the Request for self-managed superannuation fund specific advice (NAT 72441, PDF 759KB)This link will download a file form.

Submit your completed form and supporting documentation using one of these methods:

QC22133