These services are designed to support the smooth operation
of Self Managed (DIY) Superannuation funds. These services are designed to
support the smooth operation of Self Managed Superannuation Funds.
Reports and certificates can be ordered by telephone, mail
or email. The normal turnaround time for certificates is 4 working days and
6 working days for for actuarial reports. A 48-hour service is available if
required. Certificates and reports are sent by email (PDF files) first for
your review and then the originals are mailed with an invoice.
Account Based and Market Linked Pensions
Pensions paid from pooled assets (not segregated) under subregulation (4), (8) or (9A) of the Superannuation Industry (Supervision) Regulation 1.06.
Download Form - 295-390 (previously 283) Certificates for Account Based and Market Linked Pensions
Lifetime and Life Expectation Pensions
Pensions paid under subregulation (2), (6) or (7) of the Superannuation Industry (Supervision) Regulation 1.06.
Download Form - Actuarial Reports and Certificates for Complying Pensions
We can help with any issues/problems that you may have. Please call us on (02 9416 4309) or send an email to firstname.lastname@example.org.