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Instant SSL Certificate
To apply for an Actuarial Certificate under Section 295 of ITAA - please supply us the following information for our Actuarial Calculations.
Fund Details
What is the name of the Self managed super fund which needs an actuarial certificate ?
Please enter legal name as per trust deed
Actuarial certificate for above fund is required for which financial year ?
Financial Year ended 30th June
2007
2008
2009
2010
2011
2012
2013
2014
2015
2016
2017
2018
2019
2020
2021
2022
2023
2024
What is the Tax File Number of the Self Managed Superannuation Fund ? (Optional - this answer is required if you want to save data entry time)
Enter the Tax File Number of the fund without any spaces.
Was the fund created during this financial year ?
Yes
No
When was the fund created ?
(dd-mm-yyyy)
Is trustee of this self managed super fund a corporation ?
Yes
No
Please provide Details of Corporate Trustee of the SMSF
Name of Corporate Trustee
ACN of Corporate Trustee
Australian Company Number should be of 8 or 9 digits. It cannot contain spaces or alphabets.
How many members does this self managed super fund has ?
1
2
3
4
Member Details
Title
Mr
Ms
Given Name
Surname
Date of Birth
How many accounts does this member have in this SMSF ?
Number of accounts
0
1
2
3
4
5
6
7
8
9
10
Members of a SMSF can have several pension accounts but only one accumulation account. If the member started with an accumulation account and then converted the account to Pension account during the year, then pick 2 accounts.
Title
Mr
Ms
Given Name
Surname
Date of Birth
How many accounts does this member have in this SMSF ?
Number of accounts
0
1
2
3
4
5
6
7
8
9
10
Members of a SMSF can have several pension accounts but only one accumulation account. If the member started with an accumulation account and then converted the account to Pension account during the year, then pick 2 accounts.
Title
Mr
Ms
Given Name
Surname
Date of Birth
How many accounts does this member have in this SMSF ?
Number of accounts
0
1
2
3
4
5
6
7
8
9
10
Members of a SMSF can have several pension accounts but only one accumulation account. If the member started with an accumulation account and then converted the account to Pension account during the year, then pick 2 accounts.
Title
Mr
Ms
Given Name
Surname
Date of Birth
How many accounts does this member have in this SMSF ?
Number of accounts
0
1
2
3
4
5
6
7
8
9
10
Members of a SMSF can have several pension accounts but only one accumulation account. If the member started with an accumulation account and then converted the account to Pension account during the year, then pick 2 accounts.
Other Trustee of One Member Fund
Given Name
Surname
Does the fund have a Reserve Account ?
Yes
No
What is the Opening balance ?
Was any amount transferred from Reserve account to an accumulation account of any member (internal rollover)
Yes
No
How many times ?
Number of times
1
2
3
4
5
Date Transferred
Amount Transferred
Date Transferred
Amount Transferred
Date Transferred
Amount Transferred
Date Transferred
Amount Transferred
Date Transferred
Amount Transferred
Total
