Our philosophy is to provide value for money. We charge only according to what you
ask us to do, and our charges are very competitive.
For actuarial certification without review of legal documentation (i.e. we
rely completely on the information you provide), our fees are based on the
following scales:
Actuarial certification under s.273A, 273B or 283 of the
Income Tax Assessment Act
Cost for first pensioner
Cost per additional pensioner
for allocated pensions
$55
$11
for lifetime, life expectancy or limited pensions
$154
$44
Actuarial assessment under regulation 9.29A of the
Superannuation Industry (Supervision) Regulations
for allocated pensions
Not required
for lifetime, life expectancy or limited pensions
$198
$55
In some cases you may not be in a position to provide the confirmation that
all statutory requirements for pensions have been satisfied. In that case we can
review all relevant legal documentation. Our costs will depend on the amount of
documentation provided, but will generally not exceed $500.
To get a reliable estimate of the fees for any particular job, complete the
information for the information entry form.
