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Insurance applications presentation


Insurance is sometimes a “forgotten area” for SMSFs. This presentation addresses the crucial role of insurance in SMSFs, by considering the following:??

  • does insurance have a role to play in SMSFs???
  • can group life be offered to SMSFs???
  • what happens to insurance after commencement of an income stream??? 
  • is there a role for insurance in connection with an SMSF borrowing strategy???
  • deductions for premiums/assessability of insurance proceeds??
  • insurance applications: life, disability, trauma, terminal illness, income replacement??
  • tax effectively managing receipt of taxable component/element untaxed inthe fund
  • ??allocation of insurance proceeds to reserve and availability of tax deductionsfor death benefit payments.

Author profile

Craig Day
Craig Day is the Head of Technical Services for Colonial First State and has over 20 years’ experience in the financial services industry. In his role, Craig is responsible for providing specialist technical support to financial advisers. Craig holds a Masters of Taxation (financial planning) and is a Fellow Member of the SMSF Association. - Current at 06 January 2021
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This was presented at National Superannuation Conference .

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