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.
This practical session covers:
Garth has over 20 years of practical experience in superannuation. He spends most of his time working with accountants and advisers to develop strategies that help their clients get the most out of their SMSFs.
He is adept in the compliance requirements for practitioners, the technical requirements of the laws and regulations, and the very real impact on clients.
Referred to as the ‘super man’, Garth is a recognised and in-demand speaker on superannuation issues and strategies for the leading professional bodies and the Easton Investments group of companies - Knowledge Shop, Merit Wealth, and GPS Wealth.
*The office rate applies per office location (maximum 10 participants per office location). The PD points for all attendees will be recognised.
Terms & Conditions
All registrations to Knowledge Shop events are subject to our terms and conditions which include a cancellation policy. No refunds are available for webinar recordings once the Knowledge Shop IQ platform has been accessed. Refunds are only possible if the webinar recording has not been accessed.