A large part of this web site is devoted to the provision of free information and computational resources. However we also have some fee for service resources - comprehensive support packs, requested reports, actuarial certificates and workshops.

All prices quoted are GST inclusive.

SMSF Computational Support Pack
The SMSF Computational Support Pack 2007/8 will be available later this year at a cost of $220 including GST. It contains sections on the contributory phase, transition to retirement, use of capital, age pension, altering existing income streams, maintenance issues, estate planning and reference material.

In the meantime we offering the completed sections as free downloads on our Bendzulla Actuarial website. Follow the link to see what we've done so far.

SMSF Computational Support Pack 2007/8 - completed sections.

Overseas Transfer Support Pack
The Overseas Transfer Support Pack will also be available later this year at a cost of $220.00. It contains sections on QROPS, CETV's, assessable income, UK requirements, other countries and reference material.

Click here to email us and register your interest in the next pack

Report Requests
Download the dataform you need for various tasks listed below:

Converting Defined Pensions Report - $440.00

UK Transfer Reports, Facilitation & QROPS tasks - various costs

Actuarial Certificates
Certificates prepared by our associated company Bendzulla Actuarial Pty Ltd:
 

Unsegregated tax exemption certificate with only account based pensions (do not complete form online - right click on link for save options):
	Excel Email version
Year End Report and Tax Certificate where fund includes a defined pension (do not complete form online - right click on link for save options):
	Excel Email version

Email completed actuarial certificate requests to actuarial@bendzulla.com

Workshops
For more details please see the Education section of this website.