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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There is very useful information on the website, read and understood fully, supplemented information from accountant for sure... highly recommended reading, trust deed was very easy to read and understand...

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