Heffron | Australia's leading independently owned SMSF administrator

Ordering Actuarial Certificates


Heffron is able to meet the needs of SMSF professionals using Class, BGL or any other software package looking for both account based and defined benefit pension actuarial certificates.

We have provided step-by-step instructions on how to order Actuarial Certificates through Class and BGL, including setting Heffron as your default provider.

Also, if you contact our Actuarial Certificate team (1300 172 247 or actcert@heffron.com.au), they can set up an account which means you don't have to pay as you order each certificate.

Ordering through CLASS

Set Heffron as Default Provider

  • Go to Settings > Fund Defaults

  • Select 'Heffron' as your 'Actuarial Certificate Provider' and Save

 

How to Request a Certificate

  • Go to 'Periodic Processing > Period Updates'

  • Select 'Financial Year'

  • Select 'New Period'

  • 'Process' Period Update

  • Select 'Request Actuarial Certificate'

  • Review Fund and Member data and Request from Heffron

 

CLICK HERE FOR BGL INSTRUCTIONS