From $80 + GST. No surprises.
The same ECPI certificate fee for one fund or fifty — with a four-business-hour target after complete information, free amendments, and free email support from a real actuary.
$80 + GST per certificate
Whether you need one certificate or fifty, whether it's a straightforward or involving more complex ECPI calculations — the ECPI certificate rate is the same. Separate valuation and reserve reports are scoped separately.
- Account-based pension actuarial certificates
- Proportionate-method ECPI certificates
- Multiple pensions in one fund
- Reserve and segregation considerations
- Accounting firms — one fund or fifty
- Bulk submission by email with consolidated invoicing
- Four-business-hour turnaround target after complete information
- Free amendments if data changes
- Free email support from a TCW actuary
- Email-delivered PDF certificate
All prices exclude GST ($88 including GST). One flat fee per fund, per financial year — one certificate or fifty, it's the same price.
Published fee comparison
SMSF actuarial certificate costs
Checked 4 October 2026 against each provider's public page. Fees, inclusions, delivery channels and eligibility differ; verify the current quote before ordering. These are not like-for-like service guarantees.
| Provider | Published fee | Scope noted |
|---|---|---|
| TCW Actuarial | $80 + GST ($88 incl GST) | Proportionate-method ECPI certificate; email documents |
| Lime Actuarial | $100 + GST | Published certificate fee |
| Accurium | $120 + GST | Published certificate fee; education access included |
| Act2 Solutions | $120 + GST | Published certificate fee |
| Cumpston Sarjeant | $120 + GST | Web calculator certificate; other submission methods may differ |
| Heffron | $275 incl GST | Non-integrated request; bundles advertised from $100 + GST |
No Cleardocs figure is shown because its current actuarial-certificate price was not independently confirmed for this check. Third-party fees can change without notice.
Fast, predictable delivery
We know accountants work to deadlines. Here's what to expect once we have complete information.
Our target is to return standard certificates within four business hours after receiving complete and accurate information, subject to workload and fund complexity.
Possible when complete information arrives and capacity allows. Email to check your deadline; not guaranteed.
If your data changes after we issue, we re-run and re-issue at no additional cost.
Everything you'd expect — and more, included
Here's what is included and what is a separate service.
Unlimited amendments while the certificate is for the same financial year and fund.
Message us any time to discuss segregation, ECPI methodology, or unusual fund situations.
Need it today? Contact us and we'll let you know what's possible, subject to availability.
Already have a form from another actuary? Send it through — we'll complete it.
A separate valuation or reserve report is not an ECPI certificate. Contact us to confirm scope and fee.
Accountants can submit one fund or fifty — every certificate is the same flat rate, with consolidated invoicing.
Family law, defined pension, life interest & more
Valuation reports are a separate service. Ask us to confirm the authorised fee before commissioning work; see the available report types on our valuation reports page.
The fine print, made clear
Email a TCW actuary directly — no gatekeepers.
