ACTUARIAL CERTIFICATES
 
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SECTION 295-390 (prev 283) CERTIFICATES
A fund with pension liabilities unsegregated from accumulation liabilities needs a certificate to work out the proportion exempt from income tax.

ONLINE CERTIFICATE REQUESTS

For an immediate online report which is available 24/7 for most Section 295-390 tax exemption requests .. Please click here to go to our dedicated website for online retirement solutions.


 

ADEQUACY ACTUARIAL CERTIFICATES
For funds with Defined Pensions (i.e. Complying Lifetime, Life Expectancy or Flexi Pensions) - Year End Defined Pension Certificate

Those Funds with at least one Defined Benefit Pension require an annual certificate to state whether the assets are adequate to cover future liabilities. The Year End certificate has a certificate of adequacy looking forward and also includes a Section 295-390 Certificate of income tax exemption for the previous financial year.

To apply for this report .. please click here to go to the relevant page on our FinSight Plus website.

 

SELF INSURANCE CERTIFICATES

Please click here to download a dataform for a Self Insurance Actuarial Certificate.

TRIENNIAL REVIEW

Please click here for a printable form to apply for a triennial actuarial review.
 
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