A feature of our actuarial certificate services is that the PDF certificate can be easily accessed in our online dashboard. Did you know that the PDF certificate is now also available for download via the major administration platforms?
When you submit an actuarial certificate application to us we review the fund information, complete the exempt income proportion calculation, and then email the finalised certificate back to you. However, to make things easier if you accidentally misplace it we have worked with our platform partners so that the actuarial certificate is available for download in SimpleFund 360 and Class as well as in your online Accurium dashboard.
How to download an actuarial certificate in SimpleFund 360
To download a previously completed actuarial certificate in SimpleFund 360 you will need to go to the “Reports” area and then click on “Documents” as shown below.
In the documents area you have the ability to upload any files you might think are relevant to the fund. The actuarial certificate is automatically loaded in to this area when it is completed and should appear soon after you have received the email from us. If you do ever need to obtain the certificate again it can be downloaded from this area.
How to download an actuarial certificate in Class
To access an actuarial certificate in Class select your fund then go to the “Fund” tab and click on the “Fund Documents” option.
The “Fund Documents” page is where you can store, organise and manage documents in Class. Completed actuarial certificates will automatically appear here where they can be viewed or downloaded.
Making life easier for you
Providing easy access to actuarial certificates is one of the ways in which we make managing your clients’ SMSFs easier and more efficient.
If you have any questions regarding accessing your actuarial certificates please give us a call on 1800 203 123. Alternatively you can contact SimpleFund 360 on 1300 654 401 or Class on 1300 851 057.
The information in this document is provided by Accurium Pty Limited ABN 13 009 492 219 (Accurium). It is factual information only and is not intended to be financial product advice, tax advice or legal advice and should not be relied upon as such. The information is general in nature and may omit detail that could be significant to your particular circumstances. While all care has been taken to ensure the information is correct at the time of publishing, superannuation and tax legislation can change from time to time and Accurium is not liable for any loss arising from reliance on this information, including reliance on information that is no longer current. Tax is only one consideration when making a financial decision. We recommend that you seek appropriate professional advice before making any financial decisions.