Order a certificate
Email three documents. Get your actuarial certificate.
$80 + GST per proportionate-method ECPI certificate, per fund and financial year. Our target is within four business hours after receiving complete and accurate information, subject to workload and fund complexity. Sometimes we can issue within an hour.
- 01Detailed Statement of Financial Position
- 02Operating Statement
- 03Detailed General Ledger
Attach all three reports to your email. Include the fund name, ABN and financial year. Please remove tax file numbers and unrelated personal details before sending.
Email documents to TCWYour email app opens with a draft addressed to act@tcwactuarial.com.au. Attach the reports and press Send; clicking the link alone does not send them.
Questions? Contact usExamples of documents we accept
Send the reports you already produce — there is no TCW-specific form to complete. Below are the most common report names by software. As long as the financials and the general ledger cover the full financial year, we can review what is needed. Labels vary by software version; use the document contents rather than a particular menu name.
Sample documents (anonymised — ABC Super Fund)
Download all (ZIP)About these samples: fund name, ABN, member names, addresses and TFNs have been replaced with fictional details — balances and transactions are illustrative only. Accepted formats: PDF, Excel (.xls / .xlsx) or CSV exported straight from your SMSF software (Class, BGL, Supermate, Mclowd, etc.). No need to reformat — send the reports as-is.
Class Super
ClassFinancial statements
- Detailed Statement of Financial Position
- Operating Statement (detailed)
General ledger
- Detailed General Ledger (full year, all accounts)
Helpful extras (optional)
- Member balances and pension dates if not shown in the reports
BGL Simple Fund 360
BGLFinancial statements
- Statement of Financial Position (detailed)
- Operating Statement (detailed)
General ledger
- Detailed General Ledger (all accounts, financial year)
Helpful extras (optional)
- Member balances and pension dates if not shown in the reports
Other software (Supermate, Desktop Super, Mclowd, etc.)
OtherFinancial statements
- Annual Financial Statements (Statement of Financial Position + Operating Statement)
General ledger
- Detailed General Ledger (with dated member-level movements)
Helpful extras (optional)
- Member balances and pension dates if needed
Not sure what to send?
Email whatever year-end reports you already have to act@tcwactuarial.com.au or send a message from our contact page. If anything is missing TCW will tell you exactly what to request from your software — no chasing, no guesswork.
Prefer the TCW application form?
Download and complete the Excel form, then attach it to an email instead of the three reports.