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0409018021
What type of certificate do you need?
If you require a tax-exemption certificate only and your SMSF has only account-based pensions please follow the instructions on this page.
Account-based pensions include market-linked pensions (TAPs) and the old-style allocated pensions.
If your SMSF has one or more complying pensions or asset-test exempt income streams, you might need a defined pension report. A defined pension report is the type that must be supplied to Centrelink/DVA each year to maintain the asset-test exemption. Please phone us to discuss or read our defined pension page.
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:
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the fund name and the members' names; and
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the opening balances of each account; and
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dates and amounts of pension payments, contributions and withdrawals; and
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dates and amounts of pensions started or rolled-back during the year, if any; and
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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.
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.
Email the General Ledger Account Movements report to "act@tcwactuarial.com.au".
Email the General Ledger report to "act@tcwactuarial.com.au".
Email the General Ledger by Account Type report to "act@tcwactuarial.com.au".