Actuary firm for SMSFs: Why Choose Osborn?

If you have selected to set up your own self-managed super fund. Actuary firm you’re in control and can invest in what you choose. But with that freedom comes responsibility. To keep your SMSF compliant, you need to obtain an Actuarial Certificate each year.

Rather than spending hours researching different providers and obtaining quotes, use our simple online service at G P Osborn. In just a few minutes you can apply for your Actuarial Certificate and we’ll take care of the rest. No more paperwork, no more waiting on hold, no more exorbitant fees.

We’ve been providing Actuarial Certificates for over 20 years and know the ins and outs of SMSF compliance. Our actuaries are highly qualified and experienced. So sit back, relax, and let us handle this important requirement for your DIY super fund. Your SMSF will stay compliant, and you’ll have more time to focus on reviewing investment options and planning your financial future.

Why Do SMSFs Need Actuarial Certificates?

If you are an SMSF trustee, you are responsible for providing your fund complies with the super laws.  actuary firm requirement is to obtain an actuarial certificate each year. These certificates determine if your fund’s investments and income will likely support your members’ retirement benefits.

Why do SMSFs need actuarial certificates? There are a few key reasons:

• To confirm your fund can provide minimum retirement benefits. Actuaries review your fund’s financial position to ensure it can pay each member’s minimum pension.
• To validate your fund’s investment strategy. Actuaries analyze your investment portfolio and return to check that your strategy aligns with your members’ benefit objectives and risk tolerances.
• To prove your fund is complying with the law. By obtaining an annual actuarial certificate, you demonstrate to the ATO that your fund is meeting its legal obligations to members.
• To give you peace of mind. Actuarial certificates provide an independent, professional opinion that your fund’s finances and investments are in good shape to support your members’ retirement plans.

At G P Osborn, we provide affordable actuarial certificates tailored to your SMSF’s needs. Our actuaries have years of experience analyzing SMSF investment portfolios and financials. We make the process easy by allowing you to apply and submit fund documents online through our secure website.

Rather than paying high fees for an actuary firm, consider G P Osborn. We charge a flat, competitive rate for SMSF actuarial certificates. And we usually turn around certificates within 5 business days so you can rest assured your fund’s compliance is in check. Give us a call today to learn more about our SMSF actuarial certification services.

Conclusion

So there you have it, an easy and affordable way to get your actuarial certificate sorted this year. No more waiting weeks to get an appointment or paying exorbitant fees. At Osborn, we make the process simple so you can check this important task off your list and get back to enjoying life and watching your super fund grow. Our online service is open whenever you need it, and our expert actuaries ensure your certificate is 100% compliant and accurate. Why make life complicated? Choose Osborn for your actuarial certificates and gain peace of mind knowing your SMSF is in good hands. Now go put your feet up