Life insurance proceeds and death benefit pensions
Death benefits & Estate planning
SIS Regulation 4.09 requires trustees of SMSFs to formulate, regularly review and give effect to an investment strategy that considers, amongst other things, whether they should hold a contract of insurance that provides insurance cover for one or more members of the fund. It is not a requirement to hold insurance, but it must be considered and documented as part of dealing with the fund’s investment strategy....
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