ATO specific advice services are services provided to the Trustee to obtain specific advice on how the super law applies to a particular transaction or arrangement for a self-managed superannuation fund.
If the Trustees are uncertain about a particular situation in their SMSFs and want to grant certainty on it, we can prepare a specific advice request letter to the ATO and seek Tax Office guidance on your particular circumstance. The ATO will then respond to the request by issuing a private ruling or an ATO specific advice letter explaining the Commissioner’s view on how the super laws apply, or would apply, to your SMSF in relation to your specific transaction or arrangement.
Please contact us if you would like us to arrange an ATO specific advice request on your particular situation. The fee we charge for this service is $280. For more info on our fee schedule, please see here.