When is an Actuarial Certificate required?
Download our handy flowchart to help you decide if an actuarial certificate is actually needed.
New tailored education & volume packages are available
Speak with one of our sales team to discuss your options today.
What makes our Actuarial Certificates the best choice?
Free CPD with SMSF Clinics
SMSF Professionals from within your organisation can join a live quarterly Q&A session where our award-winning technical experts workshop the answers to your pre-submitted questions.
(Earn 4 hours of free CPD per year)
Free 'Super in 60' webinars
Non-SMSF accountants can benefit from our new 'Super in 60 minutes' webinars. Every 6 months we'll provide a quick snapshot of the latest strategies, opportunities and risks in super. It's an efficient way to keep track of what you need to know without getting bogged down in the detail.
(Earn 2 hours of free CPD per year)
Delivered in minutes
In most cases certificates are quickly dispatched with our Class and BGL SF360 integrations. Even when our comprehensive automated testing suggests we need to take a closer look, you can expect your certificate within a few hours.
We also deliver certificates to those with other software providers.
In-house actuary
We have our own actuary in-house, plus the support of a skilled team that you will know by name.
Amend at no cost
We know things change. If you need to update your certificate because the accounts have altered, there's no additional fee.
News and Insights
Keep up-to-date with the latest changes, insights and opinions from Heffron's leading SMSF experts via our News and Insights section on the website.
Not using Class Super or BGL SF 360?
If you're not using integrated software, we aim to deliver your certificate within hours.
To find out more about pricing, contact our Actuarial Certificates team via email: actcert@heffron.com.au or call 1300 433 376.
Prefer to complete a printed form? Click here to download.
SMSF Actuarial Certificate FAQs
Making the right ECPI choices
Since 1 July 2021 many SMSFs have new options for maximising ECPI. How should you make the best choice?
Segregating accumulation accounts
Is segregation just about pension accounts or can it sometimes be relevant for accumulation accounts as well?
Hear from our clients
"We use Heffron for our actuarial certificates and the service from day one has been great.
A super quick and straight forward process as well as prompt responses from the team when we have had queries."
Joy Kulavong
The Super Co
"We have been working with Heffron since the start and strongly value the relationship formed with Meg & the team. Nothing is ever too much trouble, and they are always able to assist with any questions that we have.
Their expertise combined with their can-do attitude is why they are the best at what they do."
Damian Grech
Lighthouse Super Solutions
“We’ve worked with Heffron for many years and appreciate the service and support they provide us.
The actuarial team is always quick to respond and will always provide insights if there’s opportunities for our clients.”
Kris Tatt
Investment Services
and SMSF
and SMSF
