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.
Fiona Halsey FTI
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
The Tax Institute is a Recognised Tax Agent Association (RTAA) under the Tax Agent Services Regulations 2009.
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