2011 News

July 13, 2011

Category: Superannuation

Superannuation update

Financial year superannuation update, including: changes to the minimum pension requirements, Government co-contributions and treatment of excess concessional contributions.

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July 8, 2011

Category: Superannuation

Actuarial Certificate Calculator update

We have revised our 295-390 Certificate calculator for 2010-11 certificates. It also estimates minimum pension requirements for 2011-12. It can be downloaded here.

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June 1, 2011

Category: Superannuation

Actuarial Certificates and BGL Simple Fund

Cumpston Sarjeant is now able to provide actuarial certificates through the BGL Simple Fund software. This simplifies the process of requesting a certificate by automatically extracting the required data from the Simple Fund ledger.

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March 18, 2011

Category: Legal

Cost of investment management

We have updated our cost of investment management publication, to include costs under additional fund managers.

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February 23, 2011

Category: Modelling

Lifetime Superannuation Modeller (Updated)

We have developed a web-based superannuation model in partnership with communication specialists AHC Pacific. It is a cost effective, off-the-shelf solution for Superannuation funds to enhance their on-line offering.

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January 21, 2011

Category: Legal

Ready Reckoner: Multipliers, deferral factors, life expectancies

We have updated our tables of weekly multipliers, deferral factors and life expectancies for 2011. A copy is available here, or contact us for a copy printed on coated paper stock.

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