Services provided by Verus SMSF Actuaries
Verus provides a comprehensive range of actuarial services to participants in the SMSF market, including accountants, administrators, financial planners, auditors, software developers and trustees.
Actuarial Certificates for SMSFs
Verus prepares actuarial certificates for SMSFs with account based pensions using our Online Request Form.
Our actuarial certificates provide the tax exempt percentage you need for Funds that are partly in pension phase and partly in accumulation phase. Obtaining the tax exempt percentage from Verus actuarial certificates means part of the investment income of your Fund can be tax exempt without having to segregate the pension assets.
For actuarial certificates for SMSFs with account based pensions we charge $100 plus GST for requests made via our integrations with BGL 360, Class Super and SuperMate, and $110 plus GST for other requests.
We also provide actuarial certificates for Funds with defined benefit pensions via our downloadable DBP Request Form. For Funds with defined benefit pensions our actuarial certificates provide the annual adequacy opinion for the high probability test as well as the tax exempt percentage needed for your Fund’s tax return.
For actuarial certificates for SMSFs with defined benefit pensions, we charge $300 plus GST.
We assist our clients in developing calculators for the SMSF market. We can build bespoke calculators tailored to your needs, review calculators prepared by other service providers, or prepare a suite of calculators suitable for white labelling.
SMSF Benefit Projections
Benefit projections are an invaluable tool for improving the trustees’ understanding of their retirement outcomes. They promote engagement and can add real value to the strategic advice process. Verus SMSF Actuaries can develop the tools you need, directly utilising your accounting and administration data, so you can quickly and easily provide benefit projections to your trustee clients.
Verus’ extensive technical knowledge of the SMSF environment means we regularly assist our clients with technical queries. We are always happy to help. No problem is too big or too small.
If you would like to talk to us about any of our services, please don’t hesitate to call us on 1800 978 328 or email us at: firstname.lastname@example.org