SMSF Certificate

Self-Managed Superannuation Funds (SMSFs) are required to obtain an annual actuarial certificate when the fund has a combination of unsegregated pension and accumulation assets (refer to our Fact sheet "Do I need an actuarial certificate" for more information).

The calculator below estimates the proportion of the fund's income that is exempt from tax under section 295.390 of the Income Tax Assessment Act. It provides an indicative estimate free of charge and without any registration required. Signed actuarial certificates can be requested after clicking the 'Preview' button below and will be invoiced at $120 (excl. GST).

Fund Details

Fund Name

Trustee

Year ending 30 June

Member details

Title

Given Name(s)

Surname

Date of birth

Date Segregations

Date

Member Accounts

Account details for

Pension

Account description

Member balances (if known)

1 July $

30 June $

Transactions

Transaction details for

Date Click here for a date range

Type

Amount $

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