Welcome!

Insurance within an SMSF provides a number of important challenges and strategic opportunities with both premiums and proceeds.

In this webinar recording, Aaron Dunn explores a number of considerations about insurance within a SMSF, including:

• Deductibility of insurance premiums within a SMSF
• The obligation to consider insurance as part of an SMSF investment strategy
• Dealing with insurance proceeds in the event of death & disability
• Claiming of the future service deduction
• Dealing with Terminal Illness

The module provides 1.0 CPD hour, with a certificate issued upon successful completion of the training and the assessment (you have a 2 attempts with the assessment).

If you have questions from the webinar, you can email us at team@smartersmsf.com.