Terms and Conditions

Haintz Actuarial Pty Ltd provides two types of actuarial certificates for Self-Managed Superannuation Funds, namely:
Account-Based Certificates (s295-390) – these are required to support claims for exemption from income tax when a Fund has a combination of pension and accumulation accounts and the assets are not specifically segregated between these accounts.Defined Benefit Pension Certificates – these are required by Funds which pay at least one Defined Benefit Pension and indicate whether the assets meet the SIS (and Social Security) adequacy requirements and also support tax exemption claims.

Delivery Policy

All certificates and invoices are emailed as secure PDF documents. Account-Based Certificates are generally sent out within one hour of the receipt of the application form, and Defined Benefit Certificates are generally sent out on the same day as the receipt of the application form.

Data Privacy Policy

Client data is held only by Haintz Actuarial Pty Ltd – it is not shared with any other entity.

Amendment Policy

If an error is found within a certificate and a replacement certificate is required, and this request for an amended certificate is received within a reasonable amount of time from the date of processing, Haintz Actuarial Pty Ltd will prepare an amendment for the client free-of-charge. If this procedure occurs frequently by the same client for the same certificate/s, we reserve the right to charge a further fee.

Payment Terms

Haintz Actuarial Pty Ltd requests all invoices be paid within 14 days of issue of invoice.

Data Integrity

Haintz Actuarial Pty Ltd relies on the accuracy of data provided to us by our clients, and our calculations and certificates are prepared on the assumption that the data provided accurately reflects the details and transactions applicable to the relevant Superannuation Fund for the income year in question. We reserve the right to cancel or amend our certificates if it is determined that the information provided is not an accurate representation of the events that took place within the Superannuation Fund for the given income year.