A Specialist Actuary Dedicated to Professional Advisers

Actuarial Support provides support to the accounting, legal, financial planning and SMSF administration industries.

We don’t work for insurers, super funds or the government.

By dedicating ourselves in this way, we can focus on the challenges of the expert witness and helping our customers.

We Provide

Reports
Certificates
Joint Expert / Adversarial Expert / Shadow Expert services
Court Attendance

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Why Choose Actuarial Support?

Quick Delivery

We can deliver many calculations, certificates and reports within a few hours of the request. We will always be in contact within 1 business day of any request.

Free Amendments

There’s no additional fee if you need to alter the requested service.

Choice of Input Formats

We have PDF application forms and Excel forms.

Or we will happily work from documents you supply us, such as: SMSF member statements or transaction details, SMSF trust deeds and so on.

Expert Witness Standard Reports

Our reports are compliant with:

1) The expert witness report guidelines of the Federal Circuit and Family Court of Australia.
2) The principles issued by the International Valuation Standards Council.
3) The professional standards of the Actuaries Institute (of Australia).

Our Services

SMSF Actuarial Certificates

We provide quick and accurate Exempt Current Pension Income (ECPI) certificates. We can guide you on whether a certificate is needed and will assist you in completing an application.

For SMSF’s with defined benefit pensions, we can provide certificates that are suitable for SMSF compliance requirements and the Services Australia asset test for exempt lifetime income streams.

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Family Law Super Valuations

Actuarial Support provides an expert Family Law Valuation calculation for defined benefits, fixed and lifetime pensions and annuities.

We can also provide observations on the fairness of the FLV valuation basis. These observations could be ‘section 79(5) factors’, relevant arguments to the how assets are split.

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Life Interest Valuations

A life interest is an entitlement of a person to benefit from an asset, usually for the term of their life. The most common asset is a residential property.

The life interest valuation we provide is suitable for all purposes including: sale, divorce, capital gains tax calculations, stamp duty calculations or when needed for Services Australia.

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Annuity Valuation

An annuity is an investment product issued by a life insurer. An annuity is purchased by a lump sum, in return for regular income.

There are many reasons to value an annuity such as: financial reporting, a divorce, or when requested by Services Australia.

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UK Pension Transfers

Tax rules around overseas pensions transfers can be tricky. The ATO generally requires a Cash Equivalent Transfer Value (CETV) at the time of becoming as Australian resident.

The calculation of the CETV is complex. It represents the expected cost of providing the member’s future pension benefits in the scheme. There are a lot of factors that need to be considered to estimate the CETV.

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