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
Just wanted to say that you website provides excellent, comprehensive service. I appreciated both the ability to save inputs and to e-mail myself backup copies of documents. Very clear instructions and simple, but detailed explanations. You seem to have thought of everything! 
Penny Kha
NTAAF
Penny Kha & Associates Pty Ltd
I used trust deed to form company, trust and SMSF for my clients. After looking at other providers or similar services I was really impressed with the low cost and the easy to use application process. I would just like to say that your website is fantastic. It is so nice to see a company GENUINELY simplify a process rather than complicate it. I will be sure to use and recommend you to others in the future!
Xinhang Wang
CPA
Simon’s Bookkeeping
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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