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Insurance in the context of superannuation presentation

Published on 26 Mar 14 by NEW SOUTH WALES DIVISION, THE TAX INSTITUTE

This presentation covers:

  • the market potential of SMSFs in Australia
  • the new requirements for life insurance within a SMSF
  • the taxation implications of insurance inside versus outside superannuation
  • the various structuring arrangements of insurance within SMSFs (via case study).

Author profile

Jeffrey Scott
Jeffrey Scott is the Head of Product at ClearView Wealth Limited and has been in the financial services industry for 25 years. Jeffrey is a regular media commentator on the topics of insurance, taxation, superannuation and finance. He has conducted over 1,000 presentations across 11 countries, including the Million Dollar Round Table (2010, 2017). Jeffrey has lectured at the University of Technology, Sydney (in financial planning) and the University of New South Wales (ATAX) (in taxation). 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. Jeffrey has the following qualifications: Certified Financial Planner, SMSF Specialist Adviser, Bachelor of Mathematics (U of Waterloo – Canada), Diploma of Financial Planning (Deakin/FPA), Master of Arts (UTS), Master of Education (UTS), Graduate Diploma in Advanced Taxation (UNSW), Master of Taxation Laws (UTS), and is currently completing his PhD in Taxation and Business Law (UNSW). - Current at 28 July 2017
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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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