Actuarial Certificates
Heffron is one of the few SMSF specialists with in-house actuaries, which allows us to provide a comprehensive SMSF Actuarial Certificate service.
For a comprehensive overview of the key benefits of our Actuarial Certificate service please refer to the "Heffron Pension Actuarial Service Overview" in the Reference Documents.
We have also included our Actuarial Certificate service form in the Reference Documents, which set out the information we need you to provide us. As noted above we are flexible in receiving reports directly from your accounting system so please contact us on 1300 172 247 if you would like to discuss alternative means to providing us with the required information.
Finally, if you are unsure whether or not an actuarial certificate is required, you may find it helpful to download the flowchart titled “Does your Fund need an Actuarial Certificate?” in Reference Documents above right.
To find out more about the specific value add benefits of our SMSF Actuarial Certificate service please call 1300 172 247.