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What type of certificate do you need?

If your SMSF has one or more defined pensions please follow the instructions on this page to order a report.

This report is the type that must be supplied to Centrelink/DVA each year to maintain asset-test exemption.

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Defined pensions are known by various names: complying pensions, lifetime pensions, flexi-pensions and asset-test exempt income streams, to name a few. Defined pension reports include a tax-exemption certificate along with statements prescribed by the SIS Act 1993.

 

If you require a tax-exemption certificate and your SMSF has only account-based pensions, including the old-style allocated pensions and market-linked pensions, please go to the Tax-exemption Certificates page. Market-linked pensions are also known as term-allocated pensions, or TAPs.

How to order a tax certificate

For a tax-exempt percentage certificate please send us an email at "act@tcwactuarial.com.au" with any report or form (including our competitor's forms), or a filled copy of our downloadable application form, that contains:
 

  • the fund name and the members' names; and

  • the opening balances of each account; and

  • dates and amounts of pension payments, contributions and withdrawals; and

  • dates and amounts of pensions started or rolled-back during the year, if any; and

  • the 30-June market value of the fund before tax.
     

We don't normally need or use detailed information about investment returns and expenses. But if there have been large, sudden changes in the market value of the Fund please let us know. These changes may have an effect on the final tax-exemption figure.

Microsoft Excel >>> TCWD DBP Application Form 2017_4.xls

Complete the form and email it to "act@tcwactuarial.com.au"

Email the General Ledger report to "act@tcwactuarial.com.au".
Please finalise the report before sending it otherwise we can't determine the 30-June closing balance before tax. Please also include a copy of the most recent defined pension report.

Email the General Ledger Account Movements report to "act@tcwactuarial.com.au". Please also include a copy of the most recent defined pension report.

Email the General Ledger report to "act@tcwactuarial.com.au". Please also include a copy of the most recent defined pension report.

Email the General Ledger by Account Type report to "act@tcwactuarial.com.au".

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