Insurance inside an SMSF 2023

$280.00 +GST

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 on demand training we will consider the SIS and tax issues of insurance under superannuation, including: 

  • The types of policies that can be held in an SMSF; 
  • Tax treatment of insurance proceeds received by an SMSF; 
  • Tax treatment of death benefit lump sums that include insurance proceeds; 
  • Insurance proceeds and claiming exempt pension income; 
  • Administration and accounting considerations for insurance premiums; 
  • The alternative approach to claiming insurance premiums on the death of a member.

The format of the web class will be: 

  • Presentation on the relevant rules of the web class topic; 
  • Attendees to consider the various case studies; 
  • A discussion of the various cases studies; the issues identified by attendees and proposed solutions; 

Presented by

Mark Ellem
Head of Education
Terms and Conditions
Each education service purchase is for your use only and accessible through your individual account. Each live online education service will be provided with a unique session ID to join which cannot be disclosed, forwarded, or distributed to any other individual without Accurium’s written consent. No other individual will be authorised to access your education service unless that individual has purchased the education service and a unique session ID has been provided to that individual. In the event of unauthorised access due to the actions of the intended recipient, Accurium may suspend or cancel the access for the intended recipient any additional individual(s) may be held liable for additional fees associated with the unauthorised access to an education service. Accurium reserves the right to charge any unauthorised individual(s) who access your education service. In the unlikely situation that a live education service is cancelled we will refund you the full cost of your purchase. If a live service is postponed, we will provide written notification to you and reschedule the education service. Your original ticket will be valid for the rescheduled date. We will also provide the recording and associated materials if you are unable to attend the education service live at the new date/time. If you are unable to attend the education service live at the new date/time, you may request a refund of the moneys paid by contacting Accurium directly, with all requests to be considered on a case by case basis by Accurium in its absolute discretion. The Accurium – General Terms and Conditions can be accessed here.