DEFINED BENEFIT PENSION REPORTS

Apricot Actuaries’ team provide the actuarial report for defined benefit funds, in accordance with SIS regulations 9.29A and 9.30.

Click below to download our order form or see our ‘How to Order’ tab for other order methods.

Download order form

Apricot defined pension reports include a tax-exempt certificate alongside all other investigations required under the SIS Act (1993). These actuarial reports must be provided to Centrelink/DVA annually in order to maintain the asset-test exemption status of the pension.

Defined Benefit pensions are also referred to as: lifetime pensions, complying pensions, flexi-pensions and asset-test exempt income streams.

The Apricot Defined Benefit Pension Report can be ordered using a number of methods.

Apricot Order Form

BGL and SuperMate users

  • Download a copy of the ‘General Ledger’ report
  • Send report to [email protected]
    • Ensure that you also attach a copy of the most recent defined pension report for your fund

Class users

  • Download a copy of the ‘General Ledger Account Movements’ report
  • Send report to [email protected]
    • Ensure that you also attach a copy of the most recent defined pension report for your fund

Other

  • Provide a similar report containing the following information:
    • fund/member names,
    • opening balances of each account,
    • dates and amounts of the pension payments, contributions and withdrawals,
    • dates and amounts of any pensions that were started or rolled back during the financial year,
    • the market value of the fund at 30 June (before tax), and
    • a copy of the most recent defined pension report for your fund.
  • Email this information to [email protected]

***NOTE: We also accept any competitor’s application form***

Defined benefit pension report
$250
*Excluding GST
Also known as lifetime pensions, flexi-pensions or asset-test exempt income streams
Download our application form or simply send us the ledger report

Actuarial Certificate orders can either be paid by credit card at the time of ordering or invoiced to the accounting firm, clients, or their SMSF. Amendments can be processed free of charge as long as the original certificate reference is quoted on the order payment screen.

Apricot invoices can be paid using the in-built credit card facility or by bank transfer (using the Australia Post POLi system). Payment is due 14 days from the invoice issue date.

Corporate rates can be negotiated for high volume clients. Contact our sales staff directly on 03 6240 1575 or [email protected] for more information.

Try out Apricot today

There is no cost to setting up an account with Apricot. Simply log in and start your order. It’s that easy!