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SMSFs & insurance - A forgotten opportunity or a headache? paper

Published on 18 Jun 15 by WESTERN AUSTRALIAN DIVISION, THE TAX INSTITUTE

This paper covers:

  • stronger super: insurance & investment strategy
  • types of insurance
  • future service deduction.

 

Author profile

Katie Timms
Katie is a director at RSM Australia, and the National Director of SMSF services for the firm. She has significant experience in all SMSF matters, including technical support, estate planning and succession. Katie is a regular presenter for The Tax Institute, TVEd, Legalwise and other bodies. She is passionate about trustee and professional education. - Current at 01 March 2021
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This was presented at Superannuation Day .

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