Actuarial News
The Australian Government has announced the commencement of the Family Law (Superannuation) Regulations 2025, marking a significant update to the legal framework governing the division of superannuation assets during family law proceedings. The new regulations, which came into effect from 1st April 2025, replace the Family Law (Superannuation) Regulations 2001 and are designed to ensure the continued fair and accurate treatment of superannuation in the context of relationship breakdowns.
Alongside the new regulations, the Family Law (Superannuation) (Methods and Factors for Valuing Particular Superannuation Interests) Approval 2025 has also commenced. This instrument, approved by the Attorney-General, details the specific actuarial methods and factors to be used in valuing superannuation interests for family law purposes. It maintains continuity with previous methods while allowing for technical updates and future reviews
More information about this change can be found at
https://www.ag.gov.au/families-and-marriage/families/superannuation-splitting/valuing-superannuation-interests-defined-benefit-interests
For defined benefits, our online valuations can be found here:
https://www.connectingthedots.com.au/our-services/superannuation-valuations/
connectingthedots is pleased to renew its actuarial certificate service with BGL SimpleFund360. Account balances and transactions are compiled in real time and presented as charts instantly. No data entry required and all without passwords.
All our certificates are reviewed by our actuary owner and users can review fund balances across the current tax year in real time as follows:
Then the results are presented immediately as a daily percentage chart allocated between taxed and untaxed balances together with the overall Tax Exempt Percentage for the year. A sample is as follows:
New clients will be issued a special code to gain access to our investment portfolio.
More information can be found about us on BGL’s help page here.
We hope that you like our approach to providing timely and relevant actuarial certificates.
If you would like to take advantage of this service, please defer to BGL and their SimpleFund360 platform.
The Australian Taxation Office issues regular updates on superannuation matters. These have been aggregated for 2023 and are listed here.
To return to the main menu, please click here.
Connectingthedots is pleased is offer a sample “Retirement Income Covenant” for use by SMSFs and superannuation trustees alike. We’re making setting retirement objectives seamless.
A clean template of this document is also available by email here.
To return to the homepage, click here.
Connectingthedots is pleased to launch its superannuation heatmap for setting retirement income objectives. Simple and interactive, you can see how your superannuation balance compares.
Just by setting a few retirement income objectives - namely your target income, gender and retirement age - you can see if your superannuation balance is adequate to meet your retirement objectives.
Just move the cursor to match your age on the bottom axis and your assets on the left to see your result immediately.
Just click on the chart above to be redirected to this live, interactive chart. You can return to this page anytime.
