Actuarial Services
Actuarial Services
 

ACTUARIAL CERTIFICATION / INSURANCE  ASSET MANAGEMENT SERVICES / SUPERANNUATION AND DISABILITY FUNDING / SMSM ACTUARIAL CERTIFICATES / LIFE INTERESTS / REMAINDER CALCULATIONS

Measuring and Protecting Wealth
Measuring and Protecting Wealth
SUPPLYING INDENDENT ACTUARIAL ADVICE AND CERTIFICATION TO BOARDS, LAWYERS AND SUPERANNUATION FUNDS. BUILDING AND FOSTERING RELATIONSHIPS WITH UNDERWRITERS, ASSET MANAGERS AND TRUSTEES.
Data Science and Analytics
Data Science and Analytics
Bringing the data science techniques gained from over 20 years within insurance to solve broader industry problems. Employing modern Xeon processors, server grade computers and the latest analytical software.

ONLINE CALCULATORS

SMSF Tax Exempt Certificate and Calculator

Superannuation – Family Law Valuations

Life Interest Valuations (including Remainders)

Asset Allocation – Wealth Maximizer

Lifetime Annuity Calculator

NEWS

Superior Investment Returns
10 November 2023
Using web-scaping and data analytics, connectingthedots is able to "cherry pick" the ASX to achieve annual returns of excess of 38% p.a. with a positive retu...
SMSF Ownership of Crypto-currencies
15 January 2023
SMSF’s and Crypto-currency Self-Managed-Super-Funds are permitted to own crypto-currencies and are not Personal Use assets under section 62A of reg. 131...
SMSF – Illustrative Risk Map
19 April 2022
connectingthedots is pleased to launch an illustrative risk map as a reference for our SMSF clients: The full template can be obtained by clicking here. ...
Retirement Income Covenant – Sample
25 May 2021
Connectingthedots is pleased is offer a sample "Retirement Income Covenant" for use by SMSFs and superannuation trustees alike. We're making setting retirement ...
Retirement Income – Interactive Heatmap
20 January 2021
Connectingthedots is pleased to launch its superannuation heatmap for setting retirement income objectives. Simple and interactive, you can see how your ...
ATO Superannuation News
9 January 2021
The Australian Taxation Office issues regular updates on superannuation matters. These have been aggregated for 2023 and are listed here. To return to the ma...
Life Tenant Factors – Australian Life Tables 2015-17
23 April 2020
Life tenant factors for 2015-17 Australian Life Tables are available here using a discount rate of 5% per annum. It is noted that these factors have increased m...
Retirement Income Targets for All Ages
5 March 2020
How much superannuation is enough? For individuals considering a lifetime pension, the correct value is a function of both age and gender. Our actuaries have re...
Superannuation – Is Cash Accounting Fit for Purpose?
16 January 2020
Have you read your SMSF financial statements recently? The financial statements for most SMSFs are prepared on a cash basis with no consideration for the retire...
Improvements in Australian Life Expectancy Slows
6 January 2020
The Australian Government Actuary (AGA) has released its latest life tables based on 2016 census data and noted the improving life expectancy has slowed since 2...