How it works
Why Use Us
Below are some of the features of our Actuarial Certificates.
- Actuarial certificate for your SMSF is prepared by Professional Financial Solutions Pty Ltd, a firm of actuaries that is registered with the Australian Institute of Actuaries.
- Ability to roll over the data from previous year, which means that data input time, is halved for the current year.
- We provide your SMSF calculated percentage of exempt pension income as per ITAA 1997 Section 295 – 390.
- Our Actuarial Certificate comes with instructions on how this certificate should be used by your SMSF.
- Our documents are written in plain English and are easy and simple to read.
- Our free support team provides ongoing support with respect to the operation of the system and will help if you in case of complex situations.
- Our Actuarial certificates and other related legal documents are always up-to-date.
- Our documents are constantly reviewed and updated as Government requirements change and specifically complies with SIS Act & Regulations.
- Time is not wasted searching for lost certificates, Users (advisors and trustees) have online access to their certificate on our innovative Document Manager, 24/7 from anywhere in the world.
- Our unique electronic registration technology means we can offer the fastest service possible at a very reasonable price.
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CLIENT TESTIMONIALS
We have been using your services in the past two years and we find the online ordering website very well lay out and easy to follow.
The comments next to the input fields are very helpful for us to make the decisions. The binders normally arrive within a day or two at my office. The prices are reasonable for the quality of services provided 
Owen Ow
CPA
Principal
Kingston ECT
Excellent service - easy to follow, logical sequence with right clarification available. Benchmark for aspects of my service.
Kind Regards. 
Leigh Birch
B.Ed (Science), Dip.FS (FP), MFAA 55518
Mortgage Broker / Financial Planner
Birchcorp Pty Ltd
More Information
Our trust deeds
We will arrange for you to speak with Batallion Legal, free of charge
Specific legal advice
Batallion Legal will charge for this service.
Please visit http://www.batallion.com.au
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