SuperGuide

Superannuation and retirement planning information

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

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.

About the author

Garth McNally

Garth has worked in the Australian Superannuation industry for over 20 years with a specific focus on self-managed super funds. He provides ongoing support and training to individuals as well as to professionals working in the superannuation area, including advisers, accountants and lawyers. He is a regular contributor to industry publications and to the leading professional bodies including Chartered Accountants Australia & New Zealand (CA ANZ).

Learn more about SMSF compliance in the following guides:

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