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.

First name

Last name

New to Service

Firm Name

Street Address

Suburb, State, Postcode

Phone number

Fund Details

What is the name of the SMSF that you are requesting a certificate?

Financial year

Did the fund have a corporate trustee during the financial year?

Company Name

Did the fund provide defined benefits at any time during the financial year?

Did the fund elect to segregate assets for tax purposes during the financial year? If yes, we will be in touch to discuss further.

If the fund wound up within the financial year, please enter the wind-up date

Member Information

Full name (title, first/middle/last name)

Date of birth

Member

Individual Trustee/Director (Corporate Trustee)

Additional Information

How many decimal places for your actuarial percentage?

Is the certificate urgent?

Confirmation of pension payments

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.

Information is correct

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.