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Life insurance - In or out of SMSF? - Case studies

Member Price: $57.00
Non Member Price: $75.00

DisclaimerThis material is copyright. Apart from any fair dealing for the purposes of private study, research, criticism or review, as permitted under the Copyright Act, no part may be reproduced by any process without written permission from The Tax Institute.
Unless expressly stated, opinions are not that of The Tax Institute, which accepts no responsibility for the accuracy of any of the information contained within it.

Published on 10 Jun 16 by SOUTH AUSTRALIAN DIVISION, THE TAX INSTITUTE

This paper covers:

  • common definitions
  • general taxation provisions
  • SIS provisions
  • effect of 1/7/2014 changes
  • acquisition of life insurance policies from related parties
  • tax deductibility of insurance premiums.

Author profile

Anthony Simmons
Tony leads the Private Wealth team for BDO in South Australia supporting clients to protect and grow their wealth. Tony has substantial experience in providing financial advice to high net worth individuals and small-medium sized business owners. He advises on financial planning matters, ranging from personal risk insurance advice to next generation succession. He is a member of the firm's professional practice and hospitality sector teams, and works closely with the Superannuation team in supporting advice around self-managed superannuation funds. - Current at 05 April 2016
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This was presented at 2016 SA Super Day .

Get a 20% discount when you buy all the items from this event.

Individual sessions

Investments in super

Author(s):  Tim Miller

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Successful SMSF succession

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Superannuation update

Author(s):  Liz WESTOVER

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Superannuation contributions - What’s new..?

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Pension strategies and taxation issues

Author(s):  Matthew Andruchowycz

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Life insurance - In or out of SMSF? - Case studies

Author(s):  Tony SIMMONS

Materials from this session:

Further details about this event:

 

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