Actuarial Certificate Request Form

Please complete the form below to request an actuarial certificate for a Self Managed Superannuation Fund. If you're unsure if you need a certificate, you can use our handy flow chart to help you decide.

If you use Class Super or BGL SF 360, you can request an actuarial certificate directly through the software. All information will be automatically sourced from the software, and we'll send the certificate back to you in minutes. Learn more here.

Certificates will be forwarded to the contact details provided below.

Fund Details

Member Information

    Additional Information

    You confirm that the payments made from all pension accounts have met the legal requirements for the year or that the fund is eligible to ignore any under payments as a result of administrative concessions granted by the ATO. Please note that carrying forward any underpayment in accounts as a creditor will not qualify the fund to claim the tax exemption for that account.
    You confirm that the information on this form is correct and additional documentation will be provided when requested. We will contact the email given above to begin this process.