ABP Actuarial Certificates Actuarial certificates for SMSFs with account based pensions

We provide actuarial certificate for SMSFs with account based pensions (including transition to retirement pensions, allocated pensions and market linked pensions).

You will need an actuarial certificate for your SMSF if it was partly in pension phase and partly in accumulation phase during the tax year, unless you have fully segregated the Fund’s pension assets from its accumulation assets.

The actuarial certificate specifies the percentage of the Fund’s investment income from unsegregated assets that is exempt from tax. If the whole of your Fund has been in pension phase for the whole of the year, then all of the Fund’s investment income is exempt from tax and an actuarial certificate is not required to claim the tax exemption.

To request a certificate simply fill out the information required by our online request form. Once you have submitted the online certificate request, we will review the data in detail and may also contact you for further information if we have any questions about the data. Our actuaries will email you the completed certificate and accompanying invoice via the email address(es) provided.

Rapid Turnaround Almost all of our actuarial certificates for Funds with account based pensions are issued within minutes (and always within 1 business day) of receiving all the data required. Our online request form can also provide a draft Tax Exempt Percentage instantly.

Convenient Online and Offline Payment Options You have the choice to pay for the certificate at the time you submit your request, or after you have received the completed certificate and the accompanying invoice. Our online payments facility also allows you to pay multiple invoices in a single transaction. Payment is available online via credit card or a Paypal account, and offline via EFT, cheque or direct debit. We also provide our clients with the option of a monthly invoicing arrangement.

Free Updates to Certificates If the information previously provided to us in a past request requires updating, we will provide an updated certificate free of charge. To make updates even simpler, you can easily access the data provided to us for past certificate requests online via our website.

Certificate Management Portal We provide our clients with a Certificate Management Portal, so that you can conveniently review and access all your actuarial certificates online, as well as order new actuarial certificates.