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Our Actuary

Our Actuary : Professional Financial Solutions Pty Ltd

Professional Financial Solutions, established in 2001, is an actuarial consulting firm that provides services to many superannuation funds, including corporate and industry funds and government funds as well as SMSFs.

Peter May has worked in financial services for over 30 years and qualified as an actuary in1989. He has worked for Professional Financial Solutions since 2012 having previously working as a consultant actuary for Palmer Gould Evans, Buck Consultants and AMP.

The services Peter provides to clients include actuarial certificates such as the section 295-390 certificates required by the current taxation act for funds with non-segregated pension assets.

Peter was a member of the superannuation practice committee of the Institute of Actuaries of Australia for over 8 years until 2014. This committee, amongst other things, drafted actuarial professional standards and set guidance for actuaries in respect of superannuation practice.

Professional Financial Solutions has more than 10 actuaries providing services to the finance industry in Australia.

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I purchased a Discretionary trust deed for one of my clients some time back. When my clients approached their financial institute with some specific request for this trust, financial institute wanted some modifications in trust deed specific to client’s request. When I contacted Trustdeed narrating them the issue involved, they not only helped us but provided the supplementary documentation free of charge as well. Not only their products and services are good but their after sales support and service are exceptional too.

Suresh Swarna, C.A(I), CPA, PNA
Cognizant Accountants

We have used a few providers over the last 6-7 years for incorporting companies and trusts for our clients and recently we used the services of and their team for the first time for a related party SMSF borrowing arrangement. We don’t have words to explain how efficiently the team handled the documentation and the quality of advice provided to all our queries. is definitely a service provider with a difference. We highly recommend their services.

Mr. Taran Aujla
CPA Tax Accountants
A&A Financial Services Pty Ltd

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Div 7A Loan Agreement

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