TCW Actuarial · Australia-wide
$80+ GST· $88 incl GST · one fund or fifty
SMSF actuarial
certificates.
One flat fee of $88 including GST per fund, per financial year — with a 4-business-hour target. Email the reports you already prepare — that simple.
Target after complete, accurate information is received. Sometimes ready within an hour; timing depends on workload and fund complexity.
$80 + GST per ECPI certificate.
$88 including GST. One fund or fifty, the same rate per fund and financial year. Includes the proportionate-method ECPI certificate, amendments for that certificate and email support.
Other actuarial services — including family-law pension valuations and separate solvency or reserve reports — are not ECPI certificates and are scoped separately. Confirm the fee before commissioning one.
Full pricing detailsThree steps. No unnecessary complexity.
Email the Statement of Financial Position, Operating Statement and detailed General Ledger, or email a completed application form.
We review member balances, pension payments, contributions, withdrawals, rollbacks, and 30 June market value.
Your actuarial certificate is returned quickly, with free amendments if accounts change.
Understand the exempt proportion.
Illustrative, not an issued TCW certificate. This fictional example shows how average pension liabilities of $520,000 divided by average total liabilities of $1,045,000 gives a 49.76% exempt proportion.
- Exempt percentage stated on page 1
- Illustrative calculation — not a signed certificate
- Member balances and pension days reconciled
- Keep the issued certificate with the fund’s tax records
- Free amendments if your accountant needs changes
Actuarial Certificate
Average retirement-phase liabilities: $520,000
Average total superannuation liabilities: $1,045,000
$520,000 ÷ $1,045,000 = 49.76% (rounded)
Fictional worked example only; not a signed actuarial certificate or evidence of TCW’s issued report format.
Email three documents. Get your actuarial certificate. That simple.
No portal, no long forms, no data re-entry. Send these three PDFs (or their equivalent from any SMSF software) to act@tcwactuarial.com.au and our target is to return a standard certificate within four business hours once the information is complete and accurate, subject to workload and fund complexity.
The fund's balance sheet at 30 June — assets, liabilities and member balances by account.
- PDF or Excel export from your SMSF software
- Must show closing member balances by phase
- 1–2 pages typically
Income, expenses and tax for the year — what the fund earned and paid out.
- Full year (1 July – 30 June)
- Investment income split is helpful but not required
- 1 page typically
All transactions for the year — contributions, pension payments, rollovers, withdrawals.
- Member-level detail with transaction dates
- Pension payments and contributions clearly labelled
- Length depends on fund activity
Quick checklist — am I sending the right files?
Check these before emailing TCW. We may request member statements, opening balances, pension dates or DSFA details where needed.
Email the three documents- Statement of Financial Position attached (PDF or Excel, as at 30 June)
- Operating Statement attached (full income year, 1 July – 30 June)
- General Ledger attached (full year, member-level transactions)
- Fund name and ABN written in the email body
- Income year stated (e.g. 1 July 2025 – 30 June 2026)
- Anything unusual flagged — pension started/stopped, large market move, segregation, DSFA
- Reply-to address is correct (we send the signed PDF back here)
Alternative — Excel application form
Prefer to fill in our application form?
Download and complete the TCW Actuarial Excel form, then attach it to your email. You do not need to send the three source reports if you have completed the form.
Attach your completed form and press Send in your email app. The email link does not attach the form automatically.
Common questions.
Still unsure? Send us the reports — TCW can guide you through what's required.
Do I need a certificate? Ask a questionYour certificate starts with an email
from $80 + GST.
Email the documents you already have, or contact us for urgent turnaround. TCW will handle the rest.