adequacy actuarial certificates

For funds with Defined Pensions (i.e. Complying Lifetime, Life Expectancy or Flexi Pensions) - Year End Defined Pension Certificate

Those Funds with at least one Defined Benefit Pension require an annual certificate to state whether the assets are adequate to cover future liabilities. The Year End certificate has a certificate of adequacy looking forward and also includes a Section 295-390 Certificate of income tax exemption for the previous financial year.

 

To apply for this type of certificate, please download (save) the application form to your computer and complete using Excel. Once completed please save a copy for your reference and email the completed form to act@bendzulla.com

 

Assisted - has tips and hints built in to the application form for new and infrequent applicants.

 

 Defined Benefit Pension form - assisted.xls
... Downloadable Excel Application Form

 

Unassisted - the 'raw' version of the application form for experienced applicants.

 

 Defined Benefit Pension form - unassisted.xls
... Downloadable Excel Application Form

 

If you would like assistance with completing the forms, please feel free to call Marco or Melanie on 1800 203 123. If you are having difficulty downloading the form, please email SMSF Actuarial Support

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