Important: Reset your password We've made some changes to our website. You will need to reset your password to access your account, access online books, purchase items from our online shop, or download papers from the Tax Knowledge eXchange.
Published on 29 Aug 13
by NATIONAL DIVISION, THE TAX INSTITUTE
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.
Craig has been a senior member of the FirstTech team since 1999 and has over 12 years experience in the financial services industry. Besides representing Colonial First State at a range of industry and regulatory forums, Craig is actively involved in both course development and presenting for Kaplan and is a SPAA specialist adviser. Current at 14 May 2008Current at 18 June 2008
The Tax Institute is a Recognised Tax Agent Association (RTAA) under the Tax Agent Services Regulations 2009.
All materials provided on this site are protected by copyright and are owned by or licensed to TTI.
Except as expressly permitted by TTI or the copyright owner, any person or company who uses this site must not use, reproduce, redistribute, retransmit, publish or otherwise transfer, or commercially exploit, the materials or any information, software or other content, in whole or in part, which is available through this site.
We've made some changes to our website. You will need to reset your password to access your account, access online books, purchase items from our online shop, or download papers from the Tax Knowledge eXchange.
To reset your password, click on 'Reset password' below.