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!
Recorded Friday 4 October 2019

Recording Individual

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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Recording Individual
Recording Office

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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Recording Individual
Recording Office

Garth McNally
National Training Director, Merit Wealth

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.

Garth McNally
Garth McNally
National Training Director, Merit Wealth

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Individuals

$195 Member
$235 Non-member

 

Office*

$350 Member
$390 Non-member

*The office rate applies per office location (maximum 10 participants per office location). The PD points for all attendees will be recognised.

How to access the recording

  1. Knowledge Shop members, access your discounted pricing by logging into the Knowledge Shop member website and registering. More on membership.
  2. For Individuals:
    • Register and we will email you your access details to Knowledge Shop's IQ platform (generally within 24 - 48 hours).
    • Your recording and any successive recordings you purchase will display on your personal profile.
  3. For Offices (access for up to 10 individuals from the same firm): 
    • Register and we will contact you to organise login details for your nominated staff members (generally within 24 - 48 hours).
    • You can also nominate a supervisor from your firm who will be able to see who has completed the webinar and where applicable, their quiz scores.
  4. Your recording will be available for 3 months from the date of purchase and can be viewed as many times as the registered person likes within those 3 months. Once watched, your PD hours will be recorded on the personal profile of the participant. 

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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.