03 6240 1575 / 0411 118 663 [email protected]
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Defined Benefit Pension Reports

A.S.A.P.’s actuarial team provide the actuarial reports for defined benefit funds, in accordance with SIS Regulations 9.29A and 9.30.

Click below to download our order form or refer to the ‘How to Order’ tab for other order methods.

Download Form

Defined Benefit Pension Reports

A.S.A.P. defined pension reports include a tax-exempt certificate alongside all other investigations required under the SIS Act (1993). These actuarial reports must be provided to Centrelink/DVA annually in order to maintain the asset-test exemption status of the pension.

Defined Benefit pensions are also referred to as: lifetime pensions, complying pensions, flexi-pensions and asset-test exempt income streams.

How to Order

The A.S.A.P. Defined Benefit Pension Report can be ordered using a number of methods.

 

A.S.A.P. Order Form
BGL and SuperMate users
  • Download a copy of the ‘General Ledger’ report
  • Send report to [email protected]
    • Ensure that you also attach a copy of the most recent defined pension report for your fund
Class users
  • Download a copy of the ‘General Ledger Account Movements’ report
  • Send report to [email protected]
    • Ensure that you also attach a copy of the most recent defined pension report for your fund
Other
  • Provide a similar report containing the following information:
    • fund/member names,
    • opening balances of each account,
    • dates and amounts of the pension payments, contributions and withdrawals,
    • dates and amounts of any pensions that were started or rolled back during the financial year,
    • the market value of the fund at 30 June (before tax), and
    • a copy of the most recent defined pension report for your fund.
  • Email this information to [email protected]

***NOTE: We also accept any competitor’s application form***

Pricing Structure

A.S.A.P. charge a fixed fee of $250+GST for our Defined Benefit Pension Reports.

How to Pay

An invoice will be provided following the submission of your Defined Benefit Report forms. Payment instructions are provided in the invoice.

 

If you have any queries or require more information, please call the A.S.A.P. support team on 03 6240 1575.