SERVICES OFFERED

All of the SMSF Support services have now been moved across to our dedicated SMSF website and group company - FinSight Plus Pty Ltd.

Actuarial Certificates/Consulting

There are three main statutory certificates that may be needed:

• tax exempt proportion of ordinary assessable income for funds with unsegregated pension liabilities
• adequacy and tax reports for funds with legacy defined pensions
• self insurance certificate

In the consulting area there is a wealth of issues from conversions, maintenance, age pension, transition to retirement, risk etc where we can help.

Online Services

Assembling the resources for retirement in a tax efficient manner is a challenge. Uncertainty exists about how long it will be necessary to have a retirement income and what level of return will be obtained. Managing uncertainty is the core of an actuary's skill set. We have created a dedicated SMSF on-line services website to assist with these issues in a cost efficient and immediate manner.

We are a business-to-business firm. We don't supply financial advice to individuals and try to avoid administration type tasks. The on-line service includes a great deal of free material - commentary, reference material and calculators. Click the Finsight banner above to transfer to this area.