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Actuarial Certificates

We can obtain an actuarial certificate for funds, which are paying account based, allocated, market linked or complying pensions.

Account Based, Allocated or Market Linked Pensions

An actuarial certificate is only required for funds which have a combination of accumulation and account based/allocated/market linked pension balances at the same time, and assets have not been segregated (ie unsegregated funds).

We can obtain the necessary actuarial certificate for these funds. Such certificates are valid for one year only.

Costs
Our fee for obtaining an actuarial certificate for an unsegregated fund is $345 including GST.

To Request
To request an actuarial certificate for an unsegregated pension fund please:

 

Click here to download a form (writeable PDF)

 

Lifetime and Life Expectancy

We can obtain an actuarial certificate including actuarial valuation for a fund, which is paying a lifetime or life expectancy form of complying pension.

Certificates are required at the commencement of the complying pension and every year thereafter.

Costs
Our fee for obtaining an actuarial certificate for an existing lifetime or life expectancy pension is $440 including GST.

To Request
To request an actuarial certificate for a fund paying a lifetime or life expectancy pension please:

Click here to download a Printable form for existing pensions

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