SUPPLYING INDENDENT ACTUARIAL ADVICE AND CERTIFICATION TO BOARDS, LAWYERS AND SUPERANNUATION FUNDS. BUILDING AND FOSTERING RELATIONSHIPS WITH UNDERWRITERS, ASSET MANAGERS AND TRUSTEES.
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Corporate superannuation funds are required to have an Investment Strategy as part of their obligations under the Superannuation Industry (Supervision) Act
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.
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Connectingthedots is pleased is offer a sample "Retirement Income Covenant" for use by SMSFs and superannuation trustees alike. We're making setting retirement ...
Connectingthedots is pleased to launch its superannuation heatmap for setting retirement income objectives. Simple and interactive, you can see how your supe...
The Australian Taxation Office issues regular updates on superannuation matters. These have been aggregated for 2021 and are listed here.
To return to the ma...
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...
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...
How do your annual SMSF accounts compare? The financial statements for most SMSFs are prepared as special purpose accounts and on a cash basis with no considera...
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...
We are pleased to announce the launch of our actuarial certificate service to superannuation trustees, auditors and accountants via the BGL platform. Through th...