Segregated Fund Calculator

Calculate segregated fund status and actuarial certificate requirements.

Segregated vs Unsegregated Fund Calculator

ITAA 1997 s 295-390 Standards

Financial Year

Total Fund Market Value

Segregated Pension Assets (if any)

Accumulation Assets (if any)

Number of Members Receiving Pensions

* Calculations based on ITAA 1997 s 295-390. Results are for illustrative purposes.

* Segregated funds don't require an actuarial certificate for ECPI exemption.

* Unsegregated or partially segregated funds require an actuarial certificate.

Understanding Segregated Funds

What is a Segregated Fund?

A segregated fund is one where assets supporting current pension liabilities are clearly separated from those supporting accumulation interests. This affects how actuarial certificates are calculated and reported.

Important: This calculator is for illustrative purposes only and does not constitute legal or financial advice. For professional advice regarding your specific circumstances, please consult with a qualified SMSF adviser or accountant.