SMSF actuarial guides, in plain English.
Everything trustees and accountants need to understand the actuarial certificate process — what ECPI is, where it comes from in the law, what to send us, and how fast we turn it around.
Do I need an SMSF actuarial certificate?
Four questions to check whether an SMSF needs a proportionate-method ECPI certificate, including pension phase and DSFA exceptions.
Disregarded small fund assets explained
What the $1.6 million total superannuation balance test means for SMSF segregation and ECPI certificates.
ECPI explained: how the exempt current pension income proportion works
A plain-English walkthrough of ECPI for SMSFs — what it is, when an actuarial certificate is needed, and how the exempt proportion is calculated.
Section 295-390 ITAA 1997: the rule behind your actuarial certificate
What s295-390 of the Income Tax Assessment Act 1997 actually says, why it triggers the actuarial certificate requirement, and how trustees comply.
SMSF actuarial certificate document checklist (2025–26 and prior years)
Everything your accountant or trustee needs to gather before ordering a TCW SMSF actuarial certificate — member balances, pension dates, contributions and more.
Turnaround FAQs: how fast can you get an SMSF actuarial certificate?
Honest answers about turnaround times, weekend delivery, urgent jobs and what causes delays — so you can plan your SMSF lodgement with confidence.
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