Published on 26 Mar 14
by NEW SOUTH WALES DIVISION, THE TAX INSTITUTE
This paper covers:
- ability to obtain policies of insurance
- group insurance arrangements and SMSFs
- requirement to consider insurance
- tax and insurance at the fund level
- insurance and superannuation benefits tax.
Craig is the Executive Manager of Colonial First State’s technical services team, FirstTech, and has over 16 years experience in the financial services industry. As part of the FirstTech team, Craig is responsible for providing specialist technical support to Colonial First State’s investment, superannuation and advice businesses and to act as a media spokesman on superannuation and retirement planning issues. Craig regularly presents at industry conferences and professional development events and is actively involved in providing ongoing specialist adviser education. Craig holds a Bachelor of Science and a Diploma of Financial Planning and is a SPAA SMSF Specialist Adviser.
- Current at
04 March 2015
Jeffrey Scott has been in the insurance industry for 25 years and is a regular media commentator on the topics of insurance, superannuation and finance. Jeffrey has conducted over 1,000 presentations across Australia, Fiji, Indonesia, Malaysia, New Zealand, the US and Vietnam, and presented at the 2010 Million Dollar Round Table in Vancouver, Canada. Jeffrey has lectured at the University of Technology, Sydney and the University of New South Wales (ATAX) in financial planning and taxation respectively. Jeffrey created the first terminal illness benefit for life insurance products in Australia, helped develop lump sum income protection benefits and introduced full replacement (100%) cover for loss of income.
- Current at
07 April 2017