For SMSF accountants and administrators
SMSF actuarial certificates for your clients.
Email these three docs and get your actuarial certificate — that simple. The proportionate-method ECPI certificate is $80 + GST ($88 including GST) per fund and financial year, whether you send one fund or fifty.
Our target is within four business hours after receiving complete and accurate information. Sometimes we can issue within an hour; timing depends on workload and fund complexity, so please contact us for an urgent deadline.
Your year-end checklist
- 01
Detailed Statement of Financial Position
- 02
Operating Statement
- 03
Detailed General Ledger
Please include the fund name and financial year. We may ask for member balances, pension commencement dates, rollbacks or other supporting details. A completed TCW application form is also accepted.
What the fee covers
The $80 + GST rate applies to a proportionate-method exempt current pension income certificate under s295-390, per fund and financial year. Amendments to that certificate and email support are included. Separate pension valuations, solvency and reserve reports are different services; confirm scope and price before commissioning them.
Full pricing and common questionsBefore you send
Start with one fund or email a batch of reports; ask us about consolidated invoicing. Check that accounts are finalised and the detailed ledger includes dated movements. Redact tax file numbers and unrelated personal details. The illustrative calculation on the home page is not a genuine issued certificate.
Not sure if a certificate is required? Check the decision guide. If accounts change after issue, contact TCW for an amendment to the same certificate.
Email your reports