SMSF Insurance Masterclass

SMSF Insurance Masterclass

Hi and welcome to the SMSF insurance masterclass presented by Aaron Dunn and Tim Miller from Smarter SMSF. This session forms part of our regular series of masterclass events being conducted throughout year.

This masterclass explores the topic of insurance, as we explore the different insurance events including with temporary & permanent incapacity, through terminal illness and in the event of death. We explore these using our Little Brewers Super Fund and Malthouse family case study to highlight key issues and considerations in structuring insurance and the receipt of proceeds.

As part of the masterclass, you will be working through a range of activities, and upon completion will be required to successfully complete a CPD assessment (quiz) to be issued with a CPD certificate – 4 x CPD hours will be awarded, which incorporates time for pre-reading, the activities and time on the suggested answers.

If you have questions throughout the masterclass, you can email us at team@smartersmsf.com.