Unsegregated SMSFs and Actuarial Requirements

As a rule, SMSFs can either use the segregated or unsegregated/proportionate method to determine their Exempt Current Pension income (ECPI). However, there are instances where segregation is not allowed and the unsegregated method, requiring an actuarial certificate, must be used. This fact sheet will provide an overview of using the unsegregated/actuarial method.

To read this fact sheet in its entirety download the PDF version here.

FAQs for LAB Group

Who is LAB Group? LAB Group specializes in RegTech, offering digital workflow solutions to streamline complex customer onboarding and

Step by Step Instructions to Appointing SuperGuardian as your Tax Agent Video

Watch this video to see step by step instructions how to appoint SuperGuardian as your Tax Agent.

Appointing SuperGuardian as your Tax Agent

Self-Managed Superannuation Funds are required to use the Client-agent linking nomination process to appoint a Tax Agent or update the

Guide to Pensions in SMSFs

When a member meets a condition of release, they become eligible to commence a pension using some or all of

Disclaimer: Any information that is financial product advice is provided by SuperGuardian Pty Ltd (AFSL No. 485643 ). The advice provided is general in nature and is not personal financial product advice. The advice provided has been prepared without taking into account your objectives, financial situation or needs and because of this you should, before acting on it, consider the appropriateness of it having regard to your objectives, financial situation and needs. You should carefully read and consider any product disclosure statement that is relevant to any financial product that has been discussed before making any decision about whether to acquire the financial product. Please refer to SuperGuardian FSG https://www.superguardian.com.au/pdfs/Financial-Services-Guide.pdf for contact information.

By accessing and/or using information at or through this site each user waives and releases SuperGuardian to the full extent permitted by law from any and all claims relating to the usage of the material made available through the website. In no event shall SuperGuardian be liable for any incident or consequential damages resulting from use of the material.