Insurance within SMSFs: A Critical Guide
Issues covered include: insurance policies, SMSF, group cover, lump sum benefit strategies, pension
Description
As with all insurance policies, some are better than others and the same goes for SMSFs. Find out what the top advisers are recommending and why, what sort of questions to ask your client to determine the right policy, and the tax considerations to bear in mind. This is a one-stop-shop lunch hour for SMSF insurance.
Insurance Structuring within a SMSF
- Insurance in super growth story
- Financial advice considerations
- Policy structuring, contributions and premiums in super
- Liquidity planning
- Tax considerations for lump sum benefit strategies
- Tax considerations for pension strategies
Presented by Adrian Hanrahan, Financial Advisor, Australian Unity
Location Streamed From: Perth
Accreditation
Attend and Earn 1 CPD Hour
All our conferences are able to count towards your CPD hours in accordance with the regulations of any other industry association including CA ANZ, CPA and more. Click here to view your organisations' rules.
Presenters
Adrian is a Certified Financial Planner©, a Qualified Accountant, a Registered Tax Practitioner and a SMSF Specialist Adviser that holds degrees in Law, Economics, Financial Planning & Investment Management, as well as specialist qualifications in derivatives. Adrian consults to the Financial Planning Association as a subject matter expert where he assists with the writing and review of course materials and assessments for the Certified Financial Planner© education program. Adrian sits on a number of national committees representing the profession and responding to draft legislation and government consultations on taxation and superannuation law matters. Adrian is a regular contributor to numerous national publications and an experienced presenter to both clients and other professionals.