AREAS OF EXPERTISE
SMSF Tax Check / Tax Exempt Certificate
Income for complying Self-Managed-Superannuation-Funds is generally tax free for retired members or ...
Superannuation – Member Interests for Family Law Valuations
Valuations of defined benefit interests in accordance with Family Law requirements. These valuations
Life Interest Valuation (including Remainder Calculations)
Actuarial valuations of life and remainder interests.
These valuations are used for legal purpo...
Superannuation Calculator – Value of Accrued Benefits
Independent valuations of your retirement objectives.
This is available through our online form...
Lifetime Yield Curve – Australia
Lifetime yield curves© derived using Australian Commonwealth Government debt securities rated AAA. E
NEWS
Some recent articles from us:
Life Tenant Factors – Australian Life Tables 2015-17
23 April 2020
Life tenant factors released by RevenueSA under ruling SDA011 of the Stamp Duties Act 1923 have been updated here for Australian Life Tables 2015-17. The discou...
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
How do your annual SMSF accounts compare? The financial statements for most SMSFs are prepared on a cash basis with no consideration for the retirement obligati...
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...
Actuarial Certificates via BGL SimpleFund360
19 November 2019
We are pleased to announce the launch of our actuarial certificate service to superannuation trustees, auditors and accountants via the BGL platform. Through th...
Old Age Pension Liabilities Valued at $516 billion
3 October 2019
An exercise in data matching by our actuaries has placed a value on the Australian Government's Income Support for Seniors at an average of $203,600 per pension...
2019 Budget Changes to Actuarial Certificates
26 April 2019
The 2019 budget announced that from 1 July 2020 superannuation funds will be able to choose which method provides them with the best tax free ECPI%.
Superann...
When is $1,600,000 enough? Lifetime Annuity calculator.
2 August 2018
Are you ready to retire? How long will the Government's new $1,600,000 limit on concessional superannuation last you? And how much income will this generate if ...
ATO clarifies the use of actuarial certificates for SMSF’s
6 September 2017
The ATO has updated its guidance around exempt income for SMSFs and when segregated assets apply. It simplifies the current approach for funds that are in 100% ...