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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.

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    How to submit your request for SMSF specific advice

    Download the Request for self-managed superannuation fund specific advice form (NAT 72441, PDF 717KB)This link will download a file.

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

    Instructions

    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.

    We only give SMSF specific advice if you provide sufficient details. 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.
    Last modified: 01 Jul 2022QC 22133