Actuarial Certificates for Superannuation Funds

Actuarial Certificates are an important part of ATO compliance for self-managed superannuation funds (SMSFs).
An Actuarial Certificate is required when a superannuation fund is paying a pension during the ‘retirement phase’ and when there are also non-pension accounts in the fund. The certificate itself is a legal document that states the proportion of a superannuation fund’s income that is exempt from tax.

For SMSFs, we provide three ways trustees can quickly and easily obtain these certificates whilst still keeping costs to a minimum

For self-managed superannuation funds there are three ways to get your Actuarial Certificate: