The retirement healthcheck service enables accountants and SMSF practitioners to check and assess, within minutes, a household’s ability to sustain a desired level of spending for the duration of retirement. The interactive wizard enables practitioners to prepare retirement scenarios for clients prior to meetings, as well as run multiple scenarios for clients in real-time. It has been developed with a specific focus towards accountants, including those who do not hold an Australian financial services licence.
It takes into consideration the key risks in retirement - longevity risk, market risk and inflation. The retirement healthcheck enables accountants and practitioners to add value by enabling clients to assess the risk that their retirement plan will succeed or fail.
SMSF actuarial certificates
Accurium's self-managed superannuation fund (SMSF) actuarial certificates can be ordered direct via our easy to use online membership system or through BGL, Class Super or superMate. We provide expert technical support via telephone/email, and free amendments to actuarial certificates.
Become a member today to order and prefill actuarial certificates via your bespoke online company dashboard, while obtaining the complimentary benefits of the Accurium Technical Hub, retirement healthcheck and access to free quarterly webinars.
You can also choose from a variety of other SMSF reports designed to assist accountants, administrators and advisers in meeting their SMSF compliance requirements and complements our efficient and reliable actuarial certificate service.
For defined benefit pension applications click here
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The retirement healthcheck is an interactive tool for SMSF practitioners to use with their clients to assess the household’s ability to sustain a desired level of spending for the duration of retirement.Try Now
Accurium Technical Hub
The Accurium Technical Hub provides members with access the latest technical updates and includes articles, research reports, tools and webcasts on a variety of topical subjects surrounding SMSFs and retirement.Learn more