Haintz Actuarial Services Pty Ltd
Business Management in Boroondara

They are ones to turn to when it comes to superannuation and various other financial disciplines. Haintz actuaries is an actuarial consulting firm, solicitors, including smsfs, delivering advice to a range of different clients, and financial institutions.

Our principal activity is the preparation of actuarial certificates for SMSFs that provide account based pensions ardor complying pensions (i.e. Our other areas of expertise include: Defined gain superannuation. I recommend them to anyone who wants a fast, professional, low fee service. What distinguishes Alan from other actuarial services we have tried is his continuously speedy turnaround, the ease of being capable to yield him information via his online service, his flexibility and his accuracy. The same day service along with the competitive prices make Haintz Actuarial our leading provider of actuarial services. I would support his business to anyone that requires actuarial services. If you require an Account Based Pension certificate, you can choose to take either: Account based pension certificate requirements. For the purposes of Income Tax Assessment Act 1977 Section 295390 (which deals with the proportion of the fund’s income that qualifies for exemption from tax), account based pension certificates are required if the fund’s assets are not fully segregated to individual member accounts and if there were at minimum one accumulation balance and at least one pension balance throughout the financial year. When a member’s accumulation account is to be transferred to a pension account portion way through the financial year, the accumulation account should be valued at the day prior transfer. This value determines the amounts of pension that can be taken in the financial year. A defined gain pension (often called a complying pension) is a pension where payments are made at least annually. The subsequent requires a statement of the actuary’s opinion as to whether, at the valuation date, there is a tall degree of probability that the fund will be capable to pay the defined profit pension as needed under the fund’s governing rules. This request form also provides for funds that pay both account based pensions and defined benefit pensions. Some circumstances that do give problems are: Amounts are transferred into the Fund prior the new pension(s) commence. Not all the amounts transferred into the Fund are worn to begin a new pension(s). Earlier to this Act, superannuation wealth were allowed for in a property settlement, but a superannuation account could not be split. In order for the court to split a superannuation interest, the superannuation assets must be valued. Calculation of the value of a Life Interest. For example a life interest in a property would involve an entitlement to live in a property for life a life interest in an investment portfolio may involve receipt of income generated by the portfolio for life. This interest in an asset, subject to the end of the life beneficiary, is the remainder or residual interest. HA has been involved in wide range of financial modeling and projections examples of some labor that we have done in this area include cash flow projections for retirement funds, the calculation of lengthy service leave liabilities, the building of financial calculators for superannuation funds, and the determination of the present values of amounts payable to beneficiaries under a will. Haintz Actuarial has extensive experience in preparing liability valuations and cash flow projections for employer sponsored defined earnings superannuation funds. In addition to valuations for your defined benefits superannuation fund we are able to provide cash flow projections of riches and liabilities. As portion of the defined earnings fund assessment process, a peer review takes place, where the results of the primary actuary’s valuations are checked for reasonableness.