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Information Entry

To submit a request for actuarial certification, please complete this form and the forms that follow.

Required items are denoted with *. Depending on the information you provide, we may need further data than has been provided for in these forms. We will email you if that is the case.

General Information
Fund Name*:
ABN*:
SFN*:
Names of Trustee:
ACN (Corporate Trustee):
Contact*:
Address*:
Suburb/City*:
State*:        Post Code*:
Email*:

Assessment Information
Number of Pensioners:
Number of Pensioners*:
Superannuation benefits other then pensions:
Do you have non-pension superannuation benefits*: Yes  No
Total accumulation balances in growth phase:
Defined benefits (provide details):
Confirmation that the SIS pension requirements are satisfied for each pension*
 I confirm that all pension requirements are satisfied
Date of certification required*
Date (the first day of the year of income, or fund commencement date): / /
Net Asset Value as at date of certification*
Net Asset Value:
Asset Allocation (required, except for allocated pensions only)
Aust Equities: %
Overseas Equities: %
Bonds: %
Property: %
Cash: %
Other: %
Whether statement of adequacy in terms if SIS regulation 9.02 is required*
 SIS certification is required
Previous Certification*
Has there been previous certification? Yes  No