SMSF services

Actuarial certificates

For SMSF actuarial certificates delivered with speed, ease and accuracy, we are your trusted partner.

Accurium is the market leader in SMSF actuarial certificates for self-managed superannuation funds (SMSFs) in Australia. Accurium were the first actuarial firm to provide SMSF actuarial certificates online, first to offer a functional membership system and provide access to dedicated SMSF technical support via phone and email. We provide actuarial certificates direct via our easy to use online membership system and also through a number of leading SMSF accounting software platforms. To find out more information on how to order actuarial certificates through your accounting software platform please select the 'How to request an actuarial certificate' document in quick links.

When a self-managed superannuation fund has current pension liabilities, obtaining an actuarial certificate entitles the fund to claim a proportion of the net ordinary assessable fund income as exempt from income tax under Section 295-390 of the ITAA 1997. To find out when an actuarial certificate is required, please view our flow chart 'Is an actuarial certificate required?' or our options available for requesting actuarial certificates in our document 'How to request actuarial certificates?' in quick links on the right hand side.

Accurium excel uploader

The Accurium excel uploader allows you to complete parts of our online application form directly through an excel input form. Complete as many fields as desired in excel and select the ‘load certificate’ button on your membership dashboard to populate your data from excel into our online membership form.

The Accurium uploader is beneficial for clients who manage their SMSFs in excel. You can choose to complete all or part of the online form by copy/pasting data from your spreadsheets into the Accurium uploader. To access the Accurium uploader input form please see quick links.

Fees

If you would like us to provide you with a fee proposal for actuarial certificates please click ‘request a fee proposal’ in quick links and download the application form. When you have completed the form please email it to sales@accurium.com.au

  S390 upfront payment   $160*
  S390 invoiced   $170*
  Amendments   Free of charge  
  Defined benefit adequacy actuarial certificate  
  $390*

* All prices are GST exclusive