Services

Thomson Actuarial offers a range of services to assist you in navigating your personal and business finances.

Independent Valuation

  • Valuation of life interests, using averages to produce certainty from uncertainty
  • Valuation of superannuation interests for Family Court or asset splitting
  • Valuation of funeral fund liabilities for annual and 3-yearly reviews
  • Negotiation for complaints involving financial contracts, when a trusted friend is as important as professional advice
  • Expert witness reports for Court appearances, or an independent opinion
  • Compound interest calculations and discounted cash flow, calculated and explained so everyone can understand.

Investment or Business Strategy

  • Risk management, with a fresh set of eyes, for positives and negatives
  • Investment strategy reviews. Advice is not aligned with purchasing products
  • Advice on unusual or unlisted assets, when common sense is more important than marketing hype
  • Advice on funding for retirement villages. Bruce Thomson is a former Director of a Retirement Village
  • Asset vs Liability considerations that look at the ‘whole picture’.

SMSF Actuarial certificates

Preparation of actuarial certificates for Self Managed Super Funds, for individuals or accounting firms who don’t want to fit in with bulk data entry formats.

  • Account based pensions
  • Guaranteed pensions.

Life insurance contracting

  • Insurance and reinsurance experience investigations, IBNR
  • Independent claims opinions
  • Advice on unit pricing problems
  • Peer reviews.

Do you have a financial issue that is not mentioned here? If we can’t help you, we may be able to suggest someone who can. Contact us here.