Actuarial Certificates
Heffron is able to meet the needs of SMSF professionals looking for a premium and comprehensive relationship with a specialist SMSF firm, that includes SMSF actuarial certificates.
Our Actuarial Certificate service offers you flexibility (you can submit information to us in a format that suits you), fast turnaround (majority of cases the certificate is delivered back to you within 24 hours) and technical backbone (we are SMSF experts with over 10 years of practical experience who are recognised as technical leaders in this field).
For an overview of the complete range of key benefits for you in using our Actuarial Certificate service please refer to the "Heffron Pension Actuarial Service Overview" in the Reference Documents.
We can also offer you a range of packages in conjunction with your actuarial certificate requests which can include:
- Access to Heffron's highly regarded technical support services, including telephone support. Heffron Super News, technical phone hook-ups, etc; and
- A comprehensive range of SMSF training options.
How do I order an Actuarial Certificate?
Our Actuarial Certificate service form is in the Reference Documents (above right). However, as noted above, we are very flexible in receiving information in other formats from you (eg directly from your accounting system, excel, PDFs, etc) so please contact us on 1300 172 247 if you would like to discuss alternative means of 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.
To find out more about the specific value add benefits of our SMSF Actuarial Certificate service please call Ben Smythe on 1300 172 247.