Description
This 3-part insurance in superannuation series is designed for all financial services professionals that have clients who have or are considering insurance in superannuation. Throughout these sessions, we will cover some of the key superannuation, insurance and estate planning matters that must be considered for clients.
Part 2- SMSF insurance strategies
As the SMSF sector continues to grow, there has never been a more important time for trustees to consider life insurance as part of their investment strategy. We focus on the practical insurance tips and traps that advice providers need to look out for when helping clients establish their SMSF, from structuring insurance inside the fund to paying out benefits and outline key insurance strategies to consider for SMSFs.
By participating in this training, participants will be able to:
- Identify the key insurance issues that clients must consider before setting up an SMSF and discuss the most practical way to document their decision
- Explain the basics of policy ownership, payment of premiums and allocation of proceeds
- Analyse insurance strategies to consider for SMSFs (and other superannuation funds)
Recorded on 3 November 2022
Presented by Natasha Panagis
1 CPD point
