Require specific ATO advice on your SMSF? There’s a form for that
The ATO says it can provide tailored technical assistance for SMSF trustees in some circumstances, orally or in writing, depending on the nature and complexity of their query.
For example, you may need to seek tailored technical assistance if:
you are not able to find the ATO’s view of how the law applies to a particular technical issue
you’re not certain how the ATO view of the law applies to your circumstances
you are seeking greater certainty (protection) than the ATO’s published products provide.
If the contentious issue at hand is about how the Superannuation Industry (Supervision) Act 1993 and Superannuation Industry (Supervision) Regulations 1994 apply to a specific transaction or arrangement for an existing SMSF, you can apply to the ATO for advice to deal with that specific issue. […]