Published on 03 Mar 09
by SOUTH AUSTRALIAN DIVISION, THE TAX INSTITUTE
This paper covers:
- discussion of funding options
- insurance options:
- self-owned policies
- cross-owned policies
- insurance trust arrangements
- structuring insurance cover through superannuation
- deductibility of premiums.
Grant Edwards is a Principal of Edwards Marshall Financial Solutions based in Adelaide and provides advice on
superannuation, client structures, risk management and investments.
Current at 3 March 2009 Current at 11 March 2009