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
insurance owned by SMSF
insurance proceeds & reserves
insurance outside of SMSF (cross ownership and legal agreement).
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.
The Tax Institute is a Recognised Tax Agent Association (RTAA) under the Tax Agent Services Regulations 2009.
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