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Insurance in the context of superannuation paper

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.

Author profiles:

Craig DAY
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 2008 Current at 18 June 2008 Click here to expand/collapse more articles by Craig DAY.
 
Jeffrey Scott
Current at 25 July 2011 Click here to expand/collapse more articles by Jeffrey Scott.

This was presented at 11th Annual Superannuation Intensive .

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

Individual sessions

Major devevelopents impacting SMSFs since March 2013

Author(s):  David BUSOLI

Materials from this session:

Practical implications of the new regulatory framework for accountants and SMSF advisors

Author(s):  Nidal DANOUN

Materials from this session:



The ATO role in the administration of superannuation

Author(s):  Stuart FORSYTH

Materials from this session:

Further details about this event:

 

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