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SMSF actuarial certificate: Does my SMSF need one? | Heffron

Written by Meg Heffron | Apr 24, 2026 1:47:00 AM

An actuarial certificate is a document from a qualified actuary that calculates what percentage of your SMSF's investment income is exempt from tax. This tax exemption – known as Exempt Current Pension Income or ECPI – is one of the key financial benefits of running a retirement phase pension inside an SMSF.