Published on 10 Jun 16
by SOUTH AUSTRALIAN DIVISION, THE TAX INSTITUTE
This paper covers:
- common definitions
- general taxation provisions
- SIS provisions
- effect of 1/7/2014 changes
- acquisition of life insurance policies from related parties
- tax deductibility of insurance premiums.
Tony leads the Private Wealth team for BDO in South Australia supporting clients to protect and grow their wealth. Tony has substantial experience in providing financial advice to high net worth individuals and small-medium sized business owners. He advises on financial planning matters, ranging from personal risk insurance advice to next generation succession. He is a member of the firm's professional practice and hospitality sector teams, and works closely with the Superannuation team in supporting advice around self-managed superannuation funds.
- Current at
05 April 2016