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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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CLIENT TESTIMONIALS

Excellent. Easy to use. Streamlined. Saved a lot of time. Easy and simple to follow. Highly recommended

Ray C,
Perth WA

I am very happy with the quick and profession services provided by Rashmi (Trustdeed.com.au). I was confused and had many questions regarding the setup of SMSF and Rashmi was really helpful by supporting me through Chat, email and phone. I will use their services in future for sure and will recommend other to do the same.

Apurv Bhalla | Principal & Director
CPA , M Acc , B Com,
Cert IV Fin. Mortgage Broking
Registered Tax Agent

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Propriety Company

Company Registration

Company Constitution

Div 7A Loan Agreement

Shelf companies

Company Information

Company Free Forms

SMSF Trust Deed

New SMSF Trust Deed

SMSF Trust Deed Update

Why Use our SMSF Trust Deed

Bulk SMSF Trust Deed Updates

5 Years Unlimited Deed Update - Trustees

5 Years Unlimited Deed Update - Advisors

SMSF - Free Forms

SMSF Borrowing

Security Trust Deed - Bank Lender

Security Trust Deed - Related Party Lender

SMSF Borrowing - Property Conveyancing

Actuarial Certificate

Actuarial Certificate

When do you need an Actuarial Certificate

SMSF Related Documents

Commence Account Based Pension

Convert Existing AP to Account Based Pension

Lost SMSF Deed - Deed of confirmation

Add a member(s) to your SMSF

Delete member(s) from your SMSF

Change Trustee from Individual To Corporate

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Declaration of Trust - SMSF

Acknowledgement of Trust

Loan Agreement - SMSF Lending

Binding Death Nomination

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