Insurance Inside an SMSF Webinar

The insurances that are allowed inside an SMSF, how to structure them effectively and what clients should really be doing!
Monday 16 September 2019

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Life insurance, TPD & income protection: What your clients need to know!
Premium funding: Strategies and outcomes for different client segments
Tax considerations for insurance payouts
Life insurance proceeds and the $1.6m transfer balance cap

Significant changes to the rules covering insurance policies held inside super have occurred over recent years. These changes, together with lower contribution caps and further limits imposed on retirement income stream balances, mean that decisions have to be made as to whether superannuation is still an appropriate vehicle for your client's insurance policies.

This webinar is designed to take you through what you absolutely must do, what your clients can’t do, and the structuring opportunities and considerations for insurance inside super.

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What we cover

This practical session covers:

  • How tax could wipe out 1/3rd of your insurance proceeds and what you can do about it
  • Accounting issues and tips for premium payments to get the best outcome for clients
  • Rules and regulations on what types of insurance can be held inside super
  • Insurance premium funding inside an SMSF
  • Investment strategy requirements
  • General insurance requirements for SMSFs – property ownership
  • Considerations for insurance where an SMSF has borrowings
  • How insurances should be structured inside the SMSF
  • When insurance should be moved out of super
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Garth McNally
National Training Director, Merit Wealth

Superannuation and SMSFs are Garth’s passion. It’s an area he’s has been intimately involved with for many years – helping industry professionals make sense of an increasingly complex regulatory environment and how they need to apply the rules in the ‘real world’.

He works closely with the profession helping them build and develop their knowledge and service offerings to their clients. The combination of his technical knowledge and planning skills means that he often see ways and methods of delivering results and outcomes for clients that add real value to them and the business of their advisers.

Garth heads Merit Wealth’s superannuation division, is a specialist consultant to Knowledge Shop, and a specialist member of the SMSF Association.

Garth McNally
Garth McNally
National Training Director, Merit Wealth

Wednesday 16 September 2019

12:00pm - 1:15pm AEST in ACT, NSW, QLD, TAS & VIC
11:30am SA & NT | 10:00am WA

Members

  • $195 Individual access
  • $350 Office access*
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Non-Members

  • $235 Individual access
  • $390 Office access*
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Terms & conditionsAll registrations to Knowledge Shop events are subject to our terms and conditions which include a cancellation policy. No refunds are provided for cancellations received 1 day prior to the webinar. No credits are available less than 2 hours prior to the event under any circumstances.

*The office rate applies per office location (maximum 10 participants per office location). The PD points for all attendees will be recognised - multiple links at same location if required. We will contact you for the names of your team once you have registered as an office.

Requirements

You will need a computer with audio!!

  • Audio Your computer needs speakers or a headset to hear the audio (do a quick check these work). If you are having problems, you can dial in on the phone number provided on the reminders and confirmation but please note your carrier will charge you at long distance rates.
  • Software Join the webinar 15 minutes prior to check that your computer systems allow you to download the GoToMeeting software. Or check your connection days before the webinar by going here
  • Webinar URL To join the webinar, you need to click this link. It was sent to you when you registered and will also be on the reminders - check your spam if you have not received and please contact us ASAP if you have lost.
  • Changing computers If you need to change computers during the webinar, make sure you log off the webinar on the first computer before logging onto the second computer.
  • PC requirements PC users (Windows® 8, 7, Vista, XP or 2003 Server) ; Mac users (Mac OS® X 10.6 or newer); Mobile users (iPhone®, iPad®, Android™ phone or Android tablet).