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LRBAs and insurance paper

Published on 14 Aug 14 by NATIONAL DIVISION, THE TAX INSTITUTE

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 HOGAN
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

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.

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The role of 'tax manager' in a superannuation fund

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

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