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When to consider applying for a private ruling

When to apply for a private ruling for more certainty about how a tax law applies to your particular circumstances.

Last updated 12 March 2017

You can apply for a private ruling when you want to be certain how a tax law applies to your particular circumstances.

Before applying for a private ruling, check the extensive information on our website, including tax rulings and determinations and our calculators and tools.

If you can't find the information you need, you can get general advice on applying for a private ruling by phoning us:

  • for individuals – 13 28 61
  • for businesses – 13 28 66
  • for superannuation enquiries – 13 10 20
  • for tax agents – 13 72 86 and select the relevant fast key code

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We usually make a private ruling in response to an application by, or on behalf of, a particular entity. Each private ruling is specific to an entity, and can't be relied on by another entity.

You can apply for a private ruling about:

  • your own affairs
  • the affairs of another entity (including a person) if you're their agent or legal personal representative.

A public officer can apply for a private ruling on behalf of a company.

A partner can apply for a private ruling on behalf of a partnership.

A trustee can request a private ruling on behalf of a trust. The private ruling applies to the beneficiaries of the trust (if the ruling is not an indirect tax or excise ruling) and to any trustee that replaces the applicant trustee, for as long as the ruling remains current.

See also  

Early engagement

You can request an early engagement discussion if you are seeking advice for a complex transaction you're considering, or have implemented.

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