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295-390 Certificate calculator (2010 update)

We have revised our 295-390 Certificate calculator for 2010 to allow for:

  • 30 June 2010 certificates, including the extension to drawdown relief
  • A more robust calculation routine

This calculator can be used to estimate the exempt proportion of unsegregated superannuation funds as well as pension limits for Allocated and Account based pensions. This spreadsheet is designed to provide you with indicative figures only and you are still required by the ATO to obtain a signed actuarial certificate.

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.

For Excel 2003 refer to instructions on Microsoft's website here.

For more information regarding this calculator, or to tailor the spreadsheet to suit your requirements, please contact our office on (03) 9642-2242.