We are independently owned and operated by actuaries to provide advice for superannuation funds and insurance companies. Our advice is primarily to accountants, lawyers, superannuation trustees and tax agents but can include individuals with superannuation interests.

Our products include the following:

    • valuations of defined benefit superannuation interests
    • valuations of life estate and remainder interests
    • data analytics and AI applications
    • actuarial certificates for superannuation funds
    • insurance and superannuation liability valuations
    • financial condition reports
    • attribution analysis reports for investment performance
    • historic yield curves for Australia and New Zealand
    • anti-discrimination exemptions

We are independently owned and operate strictly on a fixed fee-for-service with our clients as our sole priority.

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“Thank you for your valuation and diligence, I do appreciate it greatly, this defined
benefit superannuation is so very complex.” – Elaine