Superannuation News

June 23, 2017

Category: Superannuation

Transfer balance cap

We have prepared a new fact sheet concerning the $1.6m transfer balance cap.

The fact sheet is available here.

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October 19, 2012

Category: Superannuation

SMSF Fact sheets

Fact sheets which address frequently asked questions concerning Self Managed Superannuation Funds are now available to download. See the list of fact sheets here.

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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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July 1, 2010

Category: Superannuation

295-390 Certificate price reduction

As of 1 July 2010, our costs for 295-390 certificates submitted using our Excel spreadsheet will decrease to $196 per certificate.

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July 1, 2010

Category: Superannuation

295-390 Certificate calculator (2010 update)

We have revised our 295-390 Certificate calculator for 2010. It can be downloaded here.

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July 28, 2009

Category: Superannuation

Section 295-390 calculator

We have developed an Excel based, 295-390 Certificate calculator that can be found here. It provides indicative figures of the exempt proportion of unsegregated superannuation funds as well as minimum and maximum pension limits for Allocated and Account based pensions.

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April 29, 2009

Category: Superannuation

Actuarial certificate services

We have updated the text on our Self Managed Superannuation Fund page. We discuss common mistakes occurring in SMSFs.

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June 3, 2008

Category: Superannuation

Superannuation news

Superannuation returns for 2007-08, changes to the superannuation guarantee obligation for employers, and ATO self-managed superannuation fund rulings.

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