Become a Member
Membership
Education
Events
Resources
Tax Knowledge Exchange
About us
Contact us
  Superannuation 2013

Insurance applications

Source: New South Wales

Published Date: 29 Aug 2013

 

Insurance is sometimes a “forgotten area” for SMSFs. This presentation addresses the crucial role of insurance in SMSFs, by considering the following:??

  • does insurance have a role to play in SMSFs???
  • can group life be offered to SMSFs???
  • what happens to insurance after commencement of an income stream??? 
  • is there a role for insurance in connection with an SMSF borrowing strategy???
  • deductions for premiums/assessability of insurance proceeds??
  • insurance applications: life, disability, trauma, terminal illness, income replacement??
  • tax effectively managing receipt of taxable component/element untaxed inthe fund
  • ??allocation of insurance proceeds to reserve and availability of tax deductionsfor death benefit payments.

Sorry, this is subscriber only content.

If you're not yet a subscriber, to gain access to this material and much more - Subscribe Now.

Already a Subscriber? Login now

Subscribe Now

Already a Subscriber? Login now

Author(s)

Individual Session

Insurance applications

Author(s): Craig Day
Materials from this session:

Download

Details

  • Published By: Craig Day
  • Published On:29 Aug 2013
  • Took place at:Sheraton on the Park, Sydney

The material is copyright. Apart any fair dealing for the purpose of private study, research criticism or review, as permitted under the copyright Act, no part may be reproduced by any process without written permission from The Tax Institute.

Unless expressly stated, opinions are not that of The Tax Institute, which accepts no responsibility for the accuracy of any of the information contained within it.

The Tax Institute
(ABN 45 008 392 372 (PRV14016))

("TTI")

The Tax Institute is a Recognised Tax Agent Association (RTAA) under the Tax Agent Services Regulations 2009. 

Copyright Statement

All materials provided on this site are protected by copyright and are owned by or licensed to TTI.

Except as expressly permitted by TTI or the copyright owner, any person or company who uses this site must not use, reproduce, redistribute, retransmit, publish or otherwise transfer, or commercially exploit, the materials or any information, software or other content, in whole or in part, which is available through this site.

Tags

Superannuation 2013

Share this page