Actuarial Certificate
SMSF Details
Member Accounts
Summary Operating Statement
Confirmation
Payment
Email Delivery
SMSF Details
What is the name of the Self Managed Superannuation Fund ?
Form pre-filling:
If you have purchased any related document from us, please select the fund from the below dropdown menu.
Roll Over Data From Previous Year
This fund needs an Actuarial Certificate for which financial year ?
Financial Year ended 30th June
2007
2008
2009
2010
2011
2012
2013
2014
2015
2016
2017
2018
2019
2020
2021
2022
Was the fund created during this financial year ?
Yes
No
When was the fund created ?
(dd-mm-yyyy)
Is trustee of this self managed super fund a corporation ?
Yes
No
Please provide Details of Corporate Trustee of the SMSF
If you have formed this trustee company through us please select the company from dropdown list below.
Name of Corporate
ACN of Corporate
Australian Company Number should be of 9 digits. It cannot contain spaces or alphabets.
How many members does this self managed super fund has ?
1
2
3
4
Title
Mr
Ms
Given Name
Surname
Date of Birth
How many accounts does this member have in this SMSF ?
If this member has more than 5 accounts (more than four Pension and one accumulation), please contact our office on 1800 492 230.
Number of accounts
0
1
2
3
4
5
Members of a SMSF can have several pension accounts but only one accumulation account. If the member started with an accumulation account and then converted the account to Pension account during the year, then pick 2 accounts.
Title
Mr
Ms
Given Name
Surname
Date of Birth
How many accounts does this member have in this SMSF ?
If this member has more than 5 accounts (more than four Pension and one accumulation), please contact our office on 1800 492 230.
Number of accounts
0
1
2
3
4
5
Members of a SMSF can have several pension accounts but only one accumulation account. If the member started with an accumulation account and then converted the account to Pension account during the year, then pick 2 accounts.
Title
Mr
Ms
Given Name
Surname
Date of Birth
How many accounts does this member have in this SMSF ?
If this member has more than 5 accounts (more than four Pension and one accumulation), please contact our office on 1800 492 230.
Number of accounts
0
1
2
3
4
5
Members of a SMSF can have several pension accounts but only one accumulation account. If the member started with an accumulation account and then converted the account to Pension account during the year, then pick 2 accounts.
Title
Mr
Ms
Given Name
Surname
Date of Birth
How many accounts does this member have in this SMSF ?
If this member has more than 5 accounts (more than four Pension and one accumulation), please contact our office on 1800 492 230.
Number of accounts
0
1
2
3
4
5
Members of a SMSF can have several pension accounts but only one accumulation account. If the member started with an accumulation account and then converted the account to Pension account during the year, then pick 2 accounts.
Other Trustee of One Member Fund
Given Name
Surname
Does the fund have a Reserve Account ?
Yes
No
What is the Opening balance ?
Was any amount transferred from Reserve account to an accumulation account of any member (internal rollover)
Yes
No
How many times ?
Number of times
0
1
2
3
4
5
6
Date Transferred
Amount Transferred
Date Transferred
Amount Transferred
Date Transferred
Amount Transferred
Date Transferred
Amount Transferred
Date Transferred
Amount Transferred
Total
Alert !
Special circumstances exist to start a pension >
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