To discuss your question with one of our actuaries, please call us on 1800 978 328.
Alternatively, please write to us about your question by filling out the form below (or email us at firstname.lastname@example.org).
We usually respond within a few hours at most.
This Online Request Form allows you to request an actuarial certificate for SMSFs with account based pensions (including transition to retirement pensions, allocated pensions and market linked pensions).
You will need an actuarial certificate for your SMSF if it was partly in pension phase and partly in accumulation phase during the tax year, unless you have fully segregated the Fund’s pension assets from its accumulation assets.
The actuarial certificate specifies the percentage of the Fund’s investment income from unsegregated assets that is exempt from tax. If the whole of your Fund has been in pension phase for the whole of the year, then all of the Fund’s investment income is exempt from tax and an actuarial certificate is not required to claim the tax exemption.
Simply fill in the information required by our Online Request Form and click on the "Submit Request" button at the end. Once you have submitted the certificate request, we will review the data in detail and may also contact you for further information if we have any questions about the data. Our actuaries will email you the completed certificate and accompanying invoice via the email address(es) provided.
Instant Draft Tax Exempt Percentage After you have provided the required information, in most cases our system can instantly calculate a draft tax exempt percentage, allowing you to continue preparing the Fund’s preliminary financial statements while waiting for the completed actuarial certificate.
1 Business Day Turnaround We will provide the completed actuarial certificate within 1 business day (and often much less) of receiving all the information required.
Convenient Payment Options You have the choice to pay for the certificate at the time you submit your request, or after you have received the completed certificate and the accompanying invoice. Our online payments facility also allows you to pay multiple invoices in a single transaction. Payment is available online via credit card or a Paypal account, and offline via EFT, cheque or direct debit.
Free Updates to Certificates If the information previously provided to us in a past request requires updating, we will provide an updated certificate free of charge. To make updates even simpler, you can easily access the data provided to us for past certificate requests online via our website.
Our online form allows you to import data directly from an Excel data input template file.
This functionality is intended to assist clients who prefer entering data into Excel, and for those who work with data sources that are more easily translated into Excel format.
You are free to complete as much of the Excel data input template as is convenient for you. For example, transactions data can be copied into and imported from Excel, with all the other information items being entered directly using our online form.
Download our Excel data input template.
Enter information into the template and save it to your computer.
Browse to the location of your saved Excel data file via the selection box below.
From the drop-down menu below, select which parts of the Excel data you wish to import.
Click the “Import Excel Data” button to complete the data import process.
Our online form allows you to import data directly from the financial statements and general ledger of funds that are administered on the BGL Simple Fund platform.
1. Generate the financial statements (inclusive of member statements) and general ledger of your fund from BGL Simple Fund (in PDF format). The financial statements and general ledger need to be in separate PDFs. Please note that imaged/scanned PDFs are not importable.
2. Browse to the location of your financial statements and general ledger via the selection boxes below.
3. Select the appropriate data import configuration options below. The default selections should work for most documents.
4. Click the “Import PDF Data” button to complete the data import process.
While we have designed this data import facility to function with the most common ways in which organisations record their data in BGL Simple Fund, it is possible that some document structures remain incompatible. If you encounter any difficulties importing data from your documents, please email us at email@example.com or call us on 1800 978 328 for further assistance.
Note that, depending on the speed of your internet connection, it may take up to a few minutes for your documents to be uploaded to our server for analysis.
We also confirm that, to protect your client's privacy, we do not store or retain any of your documents after the actuarial certificate data has been extracted.
A more comprehensive user guide to this data import facility can be downloaded via the button below:
For the 2017/18 and later tax years, please enter the BGL member account number(s) corresponding to any transition to retirement income stream(s) that were not in retirement phase during the financial year. If you are requesting a certificate for a tax year prior to 2017/18, please leave this section blank. For more information please click here:
Further information about how to use the configuration options can be found in our user guide.
Verus Control Panel
Are you the Fund's Trustee?
Lookup your ABN here.
Address Line 1:
Address Line 2:
Full Name of Fund:
Lookup your Fund's ABN here. For funds without an ABN, please call us on 1800 978 328.
Member Given Name:
Member Date of Birth*:
Date Joined (if in year)*:
Date Exited (if in year)*:
Type of Trustee:
Name of Trustee 1:
Name of Trustee 2:
Name of Trustee 3:
Name of Trustee 4:
Did the Fund commence during the year?
Did the Fund wind-up during the year?
5. Other Net Income and Closing Balance:
Closing Balance: (as at 30 June)
This should match the closing balance in the Fund's financial statements.
Other Net Income:
This is the net balancing amount (including income, expenses and other adjustments) implied by the transactions and balances provided. You should check that the calculated amount is reasonable.