If SMSF has un-segregated assets (accumulation and pension assets are mixed) and paying an income stream benefit to a member then you need an Actuarial certificate, every year, to claim Exempt Pension Income. Actuary’s role is to calculate and prepare a certificate which determines percentage of tax exemption of total income. You need this certificate before your fund is audited each year. Read More..
How it Works
Why Use Us
  • Exempt Pension Income calculated as per Section 295 - 390 of ITAA 1997.
  • Our web based online application is Q & A style and not hard to understand spreadsheet.
  • Provisional Actuarial Percentage issued 24/7.
  • Certficates usually issued same day if applied before 3 PM on a working day.
  • Free revisions of certificates - Freetechnical support
    Download certificate 24/7 - 100% SSL secure website

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Thank you, for coming up with such a brilliant idea! I was filling out mega time consuming spreadsheets offered other Actuaries

John Walsh – Walsh Taxation Services

Appreciate service provided by support staff in explaining your online form. I am finally able to hand over this job to junior staff in the office

Mike Garret – Forward Accounting

I was sending set of accounts of the SMSF to an Actuary and then wait for a week for the certificate to arrive. Thanks to your website, provisional certificate is emailed instantly which lets me finish my work on the same day

Julia Lovell – Lovell Consulting Services

I like the way the online form is created, I can now simply work with the accounts and apply for the certificate online and get EPI within 15 minutes

Gill Gardiner – Gardiner & Gibbs

Gone are the days struggling with spreadsheets to get the Actuarial Certificate right, clear and simple (& clever) website online form

Luke Seymour – SMSF Advisor

Fully Automated - 100% Online – Actuarial Certificate within 24 Hours – Provisional Certificate emailed instantly! I was told about it in a discussion group – sounded unbelievable - got one for my client today. Recommend to any fellow advisor

Scott Lupton – Lupton Accounting & Tax Services

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