Insurance inside an SMSF

$180.00 +GST

In stock

Presented By
Mark Ellem
Head of Education

This on demand webclass allows you to learn in your own time at your own pace and provides you with 2.5 CPD hours.

A learning guide, slides, case studies and recording will be provided to assist in the on demand learning experience. There is also an assessment available that will provide you with an official CPD certificate upon successful completion.

With SMSFs commonly utilised as the owner of life and disability insurance policies, SMSF professionals are often called upon to advise on insurance matters. So, how does insurance in an SMSF work and how does it then get administered?

In this webclass we will consider the SIS and tax issues of insurance under superannuation, including:

  • The types of policies that can be held in an SMSF;
  • The need for SMSF trustee to consider insurance for members;
  • Assessability and deductibility of different types of insurance inside an SMSF;
  • The alternative approach for an SMSF to claim the cost of insurance;
  • Administration and accounting considerations for insurance premiums;
  • Taxation treatment of benefit payments that include insurance proceeds;
  • Transfer balance cap application to insurance proceeds included in a pension.

SMSF Association Accredited Educator Logo 2020

The information for this on demand education has been prepared by Accurium Pty Ltd ABN 13 009 492 219 (Accurium) and is protected by copyright under the Australia Copyright Act 1968. You may not copy, reproduce, distribute, publish, display, perform, modify, create derivative works, transmit, or in any way exploit any such content, nor may you distribute any part of this content over any network, sell or offer it for sale. Only the person purchasing access to this on demand education may access the content. In the event of unauthorised access any additional person(s) may be held liable for additional fees associated with accessing this on demand education. Accurium reserve the right to charge any unauthorised person(s) who access this on demand education without purchase.