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Personal insurances paper

Member Price: $57.00
Non Member Price: $75.00

DisclaimerThis material is copyright. Apart from any fair dealing for the purposes of private study, research, criticism or review, as permitted under the Copyright Act, no part may be reproduced by any process without written permission from The Tax Institute.
Unless expressly stated, opinions are not that of The Tax Institute, which accepts no responsibility for the accuracy of any of the information contained within it.

Published on 25 Aug 06 by WESTERN AUSTRALIAN DIVISION, THE TAX INSTITUTE

Many of your clients are increasing their borrowings and accordingly, personal insurance cover is becoming more expensive. There are many misconceptions about the different types of cover available and their tax treatments. This paper covers the following topics:

  • is it advisable to hold insurance through superannuation?
  • different structures for owning insurance
  • the products, pitfalls and strategies.

Author profile

Fiona Halsey
After completing her law degree, Fiona worked as a solicitor at Clayton Utz and then Freehills (now Herbert Smith Freehills). She was subsequently a director and in-house counsel at Ernst & Young. In 2001, Fiona and her husband established Halsey Legal Services. Fiona is also a director of Licensee Solutions Pty Ltd, which specialises in Australian financial services compliance. She has been a State Chairperson, State Councillor, National Councillor and Head of the WA Technical Committee for The Tax Institute. Fiona acts in many professional negligence matters, including disputes about professional indemnity insurance. She acts for complainants and defendants in tribunals and courts. - Current at 15 September 2015
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This was presented at WA State Convention .

Get a 20% discount when you buy all the items from this event.

Individual sessions

Tax Office thinking on some topical and emerging CGT issues

Author(s):  Glenn DAVIES,  Martin KEATING

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Asset protection - when they come and take the house it is the wife and children that suffer

Author(s):  Brett DAVIES

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Personal insurances

Author(s):  Fiona HALSEY

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International tax reform - where are we?

Author(s):  Mathew CHAMBERLAIN

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The impact on SMSFs where there is a change in the residential status of trustees

Author(s):  Peter SPEECHLEY

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Critical issues in estate planning

Author(s):  Daniel FRY

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Taxation of remuneration

Author(s):  Tanya ROSS-JONES

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Recent developments in GST and property

Author(s):  Lachlan R WOLFERS

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Trust distributions: getting your money out of the trust

Author(s):  Wayne HEALY

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Risk management is for everybody

Author(s):  Andrew MILLS

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'Strange but true': Corporate acquisition and disposal nuances in the new consolidation world

Author(s):  Ken SPENCE

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A commentary on current superannuation issues

Author(s):  Sharyn LONG

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Further details about this event:

 

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