ATO Specific Advice

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.

How we can help

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.

Specific Advice fees

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.

Contact Details


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Peace Of Mind

We are Melbourne based with clients throughout Australia. Our SMSF administration service is mostly paperless. This enable us to charge a fair fee, resulting in a good value-proposition for you.

No Advice

Superannuation Warehouse is an accounting firm and do not provide financial advice. All information provided has been prepared without taking into account any of the Trustees’ objectives, financial situation or needs. Because of that, Trustees are advised to consider their own circumstances before engaging our services.

SMSF Topics