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Section 295-390 calculator
This news item has been updated. Please see here for a more recent version.
We have developed an Excel based, 295-390 Certificate calculator that can be used to estimate the exempt proportion of unsegregated superannuation funds as well as minimum and maximum pension limits for Allocated and Account based pensions. This Excel spreadsheet is designed to provide you with indicative figures only and you are still required by the ATO to obtain a signed actuarial certificate before submitting your tax return.
The spreadsheet can be downloaded here.
Please note that to run the Calculate procedure, you must set your Excel security settings to allow macros to run.
For Excel 2007 refer to instructions on Microsoft's website here or here.
For Excel 2003 refer to instructions on Microsoft's website here.
Once you have used the spreadsheet, re-set your Excel security as you require.
For more information regarding this calculator, please contact our office on (03) 9642-2242.