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Do you want confidence that the tax exempt percentage result on your actuarial certificate matches the circumstances of the Fund? How about a simple graph that shows the ratio between pension and accumulation balances over the year for one-glance checking?
Act2 believe there is a greater need for flexible methods and client services to help you have confidence and understanding of the reasons behind the results. Act2 are working to help simplify the application process for actuarial certificates and provide greater information to you and your clients.
To apply for an actuarial certificate, simply download the relevant Excel Assisted Form (above) to your computer. Open the form in Excel, complete, save and email it through to us. Alternatively you can call Andy on 1800 230 737 and get him to email you an application form.
You will quickly receive an email confirming that the application form has been received and once the calculation is complete you will receive the certificate, a letter to the trustees and the invoice.
Act2 Solutions is a new provider in the field of actuarial certificates for SMSFs. Despite the new name, there is a wealth of experience in providing great service and industry knowledge to clients. The focus for Act2 is on you the client first time and every time.
The Actuarial Certificate, Letter and Invoice will be emailed to you within one working day (at most times within one hour). |
