Verus SMSF Actuaries
Actuaries to Self Managed Superannuation Funds
We provide high quality actuarial services to the Self Managed Superannuation Fund sector, by utilising our extensive technical knowledge and client focussed service philosophy.
Verus SMSF Actuaries is owned and operated by qualified actuaries, so your interests are fully safeguarded by the strict professional requirements for integrity, confidentiality and independence of the actuarial profession. We are also independent of any other participant in the marketplace for SMSF services and do not provide SMSF administration or accounting services. This enables us to avoid conflicts of interest when providing actuarial services to our clients.
Pricing for Actuarial Certificate Services
We provide account based and defined benefit pension actuarial certificates for SMSFs at very competitive prices.
Actuarial certificates for SMSFs with account based pensions for BGL Simple Fund 360 users: $100 plus GST
We provide actuarial certificates requested via BGL Simple Fund 360 for $100 plus GST. This pricing reflects the efficiencies achieved from our seamless integration with BGL.
Actuarial certificates for SMSFs with defined benefit pensions: $300 plus GST
We also offer actuarial certificates for funds with defined benefit pensions for a very competitive fee of $300 plus GST, representing exceptional value for quality services.
Updates and amendments to actuarial certificates are provided free of charge.
Service Features
Rapid Turnaround
Most of our actuarial certificates for funds requested via BGL Simple Fund 360 are issued instantly (for a small proportion of funds we may need to contact you to resolve queries arising from our data checks).
Personalised Service from Qualified Actuaries
Our actuaries are always available to provide free phone support to assist with completing our online data form and related SMSF technical matters. With Verus SMSF Actuaries you can be assured that you will receive personalised service from experienced actuaries with a detailed knowledge of SMSFs and the broader superannuation environment. At Verus, you deal directly with the actuaries providing our services, which means you always receive quality professional advice.
Convenient 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. We also provide our clients with the option of a monthly invoicing arrangement.
Full Integration with BGL Simple Fund 360
Verus is fully integrated with the BGL Simple Fund 360 administration platform.
Our integration with BGL 360 automates:
• The transfer of the actuarial certificate data from BGL 360 to Verus.
• The instant update of the fund's records on BGL with our draft tax exempt percentage.
Our integration with BGL 360 provides a seamless start-to-finish process for preparing your fund’s actuarial certificate.
Automated Data Transfers from other SMSF Administration Platforms
Verus has also streamlined the transfer of data from a number of other major SMSF administration platforms, including BGL Simple Fund (desktop), Class Super, SuperMate and Mclowd. This will benefit users who work on range of accounting software and platforms. Find out more...
Complimentary Services
The Verus service offering also includes the following benefits, which are provided free of charge:
Verus Certificate Management Portal
The certificate management portal allows our clients to securely manage their actuarial certificates online, providing you with a centralised and easy way to:
Pre-fill new certificates with contact and other information from saved user profiles.
View and search a database of your previous actuarial certificates.
Download PDFs of completed certificates and invoices.
View the processing and payment status of actuarial certificates.
Share access to actuarial certificates between different users within an organisation. The level of access provided can also be tailored to meet the needs of different users and the requirements of each of our clients.
Request technical support and other assistance in relation to specific actuarial certificates.
Free SMSF Technical Support
We also provide technical support to our clients for SMSF related matters as a complimentary service, allowing you leverage the extensive technical knowledge of our qualified actuaries.
Tailored Service Delivery
If you would like our services delivered in a particular way, or you would like us to introduce new features to our services, we would be delighted to hear from you. There are a number of areas where we have already tailored services for our existing clients – for example, billing arrangements, the format of our actuarial certificates and certificate delivery options.
Using Verus on BGL Simple Fund 360
To assist new and existing users with requesting an actuarial certificate from Verus via BGL Simple Fund 360, we have prepared a comprehensive user guide with detailed instructions covering all the steps required. You can download our user guide by clicking the button below:
If you have any questions about our services or would like further information about Verus, please don’t hesitate to contact us via email at enquiries@verusactuaries.com.au or by phone on 1800 978 328. We are always pleased to assist with any questions you may have.