Testimonials

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

Why Us ?

Below are some of the features of our Actuarial Certificates:

Our Actuarial certificates calculate Exempt Pension Income as required by Section 295 - 390 of ITAA 1997 for Self Managed Superannuation Funds.

Actuarial certificate applications for your SMSF are checked and certificates prepared by PVE Actuarial Services Pty Ltd, a firm of actuaries that is registered with the Australian Institute of Actuaries .

Our services are quick and easy. Our web based online application form for actuarial certificates is Australia’s first. Our question / answer based approach is uncomplicated and simple compared to excel sheet based interface which other service providers suggest you to use.

Our online form is easy to understand and fill – this means that the junior most person in the office can use our online system.

After you provide data to us, you receive an instant email of Provisional Actuarial Exempt Percentage income from the website at any time (24/7). Exempt Pension Income percentage calculated by our system is accurate in most cases (90% – 95%) however it does not take into account of all factors which only an actuary can consider, especially when pensions commence / commute during the year etc.

Our Provisional actuarial certificate is not a legal document and will not be acceptable by your fund auditor.

Our actuarial certificates can be applied 24/7, however actuarial certificates are mostly issued by our actuary the same working day if applied before 3 PM, in certain cases, delays can happen - if there is a back log for a large number of overnight applications.

Applications for certificates after 3:00 PM will be sent out next working day; however some days it is not that busy, that means certificate may be issued on the same working day or early next morning.

We understand that when you apply for an Actuarial Certificate, mistake can happen at data entry point or at the time of preparing accounts. We offer free revision of certificates if you make a genuine error.

This free service is at our discretion and we request advisors not to abuse this service, as it takes time to check every certificate.

Our online actuarial certificate application form has ability to roll over your superannuation data from previous year, which means that data input time, is halved for the current year.

Please note that to activate this function, tax file number of the fund has to match with the name of the fund.

Our website support team has trained staff that can assist you to complete our Actuarial Certificate online data collection form. Our expert and free support team provides ongoing support with respect to operation of the system and will help you in case of complex situations.

Should your query be on advanced SMSF strategies, you will have access to our SMSF in-house specialist, Mr Manoj Abichandani who has over 2 decades of experience in SMSF space.

Please visit our Information and Frequently Asked Questions page for further information.

Our documents are written in plain English and are easy and simple to read. Our documents are constantly reviewed and updated as Government requirements change and specifically complies with SIS Act & Regulations.

Time is not wasted searching for lost certificates of previous year, Users (advisors and trustees) have online access to their certificate on our innovative Document Manager, 24/7 from anywhere in the world. Once the certificate is emailed to you – we provide you a unique password for each certificate – you are then able to download all your previous certificates.

We recommend not printing our certificates – instead – the auditor can be handed over the user name and password of our website to view the original certificate online.

All transactions with us are 100% on a comodo SSL. SSL is an acronym for Secure Sockets Layer. SSL provides a secure connection, allowing you to transmit private data online. Sites secured with SSL display a padlock in the browsers URL and possibly a green address bar if secured by an EV SSL certificate.

Our unique electronic registration technology means we can offer the fastest service possible at a very reasonable price.