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LRBAs and insurance paper


This paper covers:

  • consider this scenario
  • form of death benefit
  • paying a pension
  • paying a lump sum
  • ceating liquidity
  • insurance owned by SMSF
  • insurance proceeds & reserves
  • regulator’s view
  • insurance outside of SMSF (cross ownership and legal agreement).

Author profile:

Peter is the National Technical Services Manager for Colonial First State Investments. He has been an active participant in the Australian financial services industry for over 17 years. Throughout this time, he has developed extensive experience in providing technical advice to investors and their advisers throughout the retail and institutional investment markets while being a strong contributor to the development of government policy and regulations across our industry.

Current at 25 September 2003 Current at 19 November 2004

Click here to expand/collapse more articles by Peter HOGAN.


This was presented at National Superannuation Conference 2014 .

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

Individual sessions

Issues for the claiming of FITOs

Author(s):  Ross Stephens

Materials from this session:

The role of a 'tax manager' in a large superannuation fund

Author(s):  Chris LOVELL

Materials from this session:

Tax and infrastructure investments

Author(s):  Connie van Werkum,  Angus Wilson

Materials from this session:

Views from a custodian

Author(s):  Michael GIDDINGS,  Zaf Kardaras

Materials from this session:

The role of 'tax manager' in a superannuation fund

Author(s):  Philip WITHEROW

Materials from this session:

Looking beyond the horizon – Likely reforms for superannuation tax policy for the future of the industry

Author(s):  Shayne CARTER

Materials from this session:

Further details about this event:


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