Actuarial Certificates for
Self Managed Superannuation Funds

 

Cumpston Sarjeant provide actuarial certificates to Self Managed Superannuation Funds that are:

  • Concise - Our certificates include all items required for 295.390 compliance in a single page
  • Prompt - 95% of our certificates are completed within 3 business hours of the initial request
  • Comprehensive - Data can be submitted in any format and our certificates include a detailed account summary and member breakdown to allow for earnings, tax or expense allocations
  • Accurate - We perform extensive checks including contribution limits, asset values, earnings allocations and pension requirements and will help identify and overcome any emerging compliance issues

Request an Actuarial Certificate

You can request a certificate using the Excel calculator or PDF form below. An advantage of using the spreadsheet is that it will provide you with preliminary estimates of the exempt proportion and pension limits immediately, which we will then certify in an actuarial certificate.

Download – XLS Download – PDF

After completing either the spreadsheet or form, return it to us with a copy of:

  • the fund's operating statement
  • the fund's balance sheet
  • member statements.

BGL Simple Fund

Cumpston Sarjeant is now able to provide actuarial certificates through the BGL Simple Fund software at a cost of $176, incl GST. This simplifies the process of requesting a certificate by automatically extracting the required data from the Simple Fund ledger.

For full details on the Simple Fund procedure see the BGL Wiki.

Costs

Section 295.390 (unsegregated assets) certificates covering 1 year - $176, incl GST.

Regulation 9.31 Solvency valuations (includes Section 295.390 certificate) - $500, incl GST

Contacts