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SMSFs & insurance - A forgotten opportunity or a headache? paper

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 18 Jun 15 by WESTERN AUSTRALIAN DIVISION, THE TAX INSTITUTE

This paper covers:

  • stronger super: insurance & investment strategy
  • types of insurance
  • future service deduction.

 

Author profile

Katie Timms
Katie is a director at RSM Australia, and the National Director of SMSF services for the firm. She has significant experience in all SMSF matters, including technical support, estate planning and succession. Katie is a regular presenter for The Tax Institute, TVEd, Legalwise and other bodies. She is passionate about trustee and professional education. - Current at 01 March 2021
Click here to expand/collapse more articles by Katie Timms.

 

This was presented at Superannuation Day .

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

Individual sessions

Superannuation regulatory update

Author(s):  Greg BENTLEY

Materials from this session:

Exploring the practicalities of super fund borrowing

Author(s):  Ron DOIG

Materials from this session:

Entering the pension phase

Author(s):  Jemma SANDERSON

Materials from this session:

Property in superannuation

Author(s):  Jemma SANDERSON

Materials from this session:

The concept of control, as it applies to super, family trusts and succession in general

Author(s):  Morgan Solomon

Materials from this session:

SMSFs & insurance - A forgotten opportunity or a headache?

Author(s):  Katie Timms

Materials from this session:

Further details about this event:

 

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