Actuarial Certificates
Actuarial certificates are required by superannuation funds paying a pension where the assets are not completely segregated between pension and non-pension assets. For self-managed superannuation funds, we provide two ways trustees can conveniently obtain these certificates at low cost. Either
1. Email the general ledger to us in Excel format
2. Complete an Excel form and email the form to us
If emailing the general ledger, we also require, for new funds, the dates of birth of the members and the name of the trustee.
If you want to complete an Excel form, simply download it here.
Self Managed Superannuation
Actuarial Certificates for Sell Managed Superannuation Funds
Managing Longevity Risk – Are your assets adequate?
Financial Projections
General Insurance
Financial Condition and Liability Valuation Reports for companies
Analysis of claims experience for companies and brokers
Pricing of insurance products
Captive insurance company programs
Workers Compensation self-insurance reports
Superannuation and Other Employee Benefits
Actuarial Certificates for Sell Managed Superannuation Funds
Valuation of Defined Benefit Funds
Amalgamation, wind-up and establishment of superannuation funds
Valuation of sick leave and long service leave liabilities
Legal
Valuation of Superannuation Interests under Family Law
Loss of Earnings
Life and Remainder Interest Valuations