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Life insurance in or out of super? presentation

Published on 10 Jun 16 by SOUTH AUSTRALIAN DIVISION, THE TAX INSTITUTE

This presentation covers:

  • death benefits
  • tax implications
  • life insurance in or out of super?
  • permanent incapacity
  • trauma
  • case study.

Author profile

Anthony Simmons
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
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This was presented at 2016 SA Super Day .

Get a 20% discount when you buy all the items from this event.

Individual sessions



Superannuation contributions - What’s new..?

Author(s):  Alex Reade

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