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Getting ATO advice for your SMSF: Rulings and fund specific advice

Self-managed super fund (SMSF) trustees may occasionally need specific advice around how some of the more complex or technical superannuation rules apply to a particular fund transaction or strategy.

When this happens, it’s important to understand what  advice is available to SMSF trustees and how to get it when it’s needed.

ATO information and advice

The Australian Taxation Office (ATO) acts as the regulator, enforcer and tax collector for SMSFs.

In carrying out these roles, the ATO provides SMSF trustees with access to various advice channels, including publicly available information on their website and also through public rulings that cover specific topics or issues.

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