Actuarial Certificate Request | Heffron Actuarial Certificate Request Form Please complete the form below to request an actuarial certificate for a Self Managed Superannuation Fund. If you're unsure if you need a certificate, you can use our handy flow chart to help you decide. If you use Class Super or BGL SF 360, you can request an actuarial certificate directly through the software. All information will be automatically sourced from the software, and we'll send the certificate back to you in minutes. Learn more here. Certificates will be forwarded to the contact details provided below. Email First name Last name New to Service Firm Name Street Address Suburb, State, Postcode Phone number Fund Details What is the name of the SMSF that you are requesting a certificate? Financial year202720262025202420232022202120202019201820172016 Did the fund have a corporate trustee during the financial year? Company Name Did the fund provide defined benefits at any time during the financial year? Did the fund elect to segregate assets for tax purposes during the financial year? If yes, we will be in touch to discuss further. If the fund wound up within the financial year, please enter the wind-up dateDay01020304050607080910111213141516171819202122232425262728293031 MonthJanFebMarAprMayJunJulAugSepOctNovDec Year20212022202320242025202620272028202920302031 Member Information Full name (title, first/middle/last name) Date of birthDay01020304050607080910111213141516171819202122232425262728293031 MonthJanFebMarAprMayJunJulAugSepOctNovDec Year20262025202420232022202120202019201820172016201520142013201220112010200920082007200620052004200320022001200019991998199719961995199419931992199119901989198819871986198519841983198219811980197919781977197619751974197319721971197019691968196719661965196419631962196119601959195819571956195519541953195219511950194919481947194619451944194319421941194019391938193719361935193419331932193119301929192819271926 Member Individual Trustee/Director (Corporate Trustee) Remove item Add an individual Additional Information How many decimal places for your actuarial percentage?01234 Is the certificate urgent? Confirmation of pension payments You confirm that the payments made from all pension accounts have met the legal requirements for the year or that the fund is eligible to ignore any under payments as a result of administrative concessions granted by the ATO. Please note that carrying forward any underpayment in accounts as a creditor will not qualify the fund to claim the tax exemption for that account. Information is correct You confirm that the information on this form is correct and additional documentation will be provided when requested. We will contact the email given above to begin this process. Submit form Please note that by submitting this request, you are agreeing to receive communication regarding this purchase and other Heffron services. You can update your preferences at any time. © 2026 Heffron. All rights reserved. Privacy Policy