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How to do an amended actuarial certificate | Accurium

As we head towards the 2018 income year deadline for SMSF tax returns on 15 May 2019, and into the time of year when you pull out all those complex SMSF cases left to last, we thought it an opportune time to highlight one of the key features of Accurium’s actuarial certificate system - how to do an amendment free of charge.

In the 2018 income year around 13% of actuarial certificate applications submitted to us were amendments. Most commonly amendments are completed to fix a mistake in data entry or add additional transactions which may not have been known when the certificate was originally ordered. We understand these things can happen and offer all amendments free of charge.

Applying for an amended actuarial certificate is easy and free. If you are unsure as to whether an amended actuarial certificate is required, or if you are having issues with submitting an amended application, please give our SMSF team a call on 1800 203 123.

If you are interested in learning more about how to obtain a free amendment please refer to the documents below.

Tags: Tax exempt percentage, Exempt current pension income ECPI, Actuarial certificates

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is not liable for any loss arising from reliance on this information, including reliance on information that is no longer current.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.