Your SMSF is highly likely to be affected, either for better or worse, by the life events that befall you as a member of your SMSF. This is because you are not only a member of your SMSF, but also a trustee, tasked with the obligations to manage and look after the fund and its…
Trustees cannot outsource their responsibility so how is it possible to use external services?
October 2016 Discover how you can balance using external services and maintain your responsibilities in the below video. https://vimeo.com/175474104
How do trustee/members successfully overcome the time and expertise requirements?
October 2016 SMSF Association Head of Policy Jordan George explores how to successfully overcome time and expertise requirements of an SMSF. https://vimeo.com/175460582Find an independently endorsed SMSF Specialist in your area using our interactive ‘Find a Specialist’ function.
Are there any special rules around allocation of proceeds to the insured?
October 2016 The final video in this series discusses the special rules and potential tax implications, if any, around the allocation of proceeds to the insured. Join the SMSF Association Head of Education and Technical, Peter Hogan, as he runs through a multitude of different scenarios. https://vimeo.com/186111044
What roles does insurance play in the implementation of your investment strategy?
October 2016 It is important that you explore your insurance options and ensure you are adequately covered for all potential events. This video discusses how an SMSF’s investment strategy will often dictate the type and amount of insurance that should be taken out. https://vimeo.com/185883396
What are some of the cost and cover insurance issues to be considered when moving super funds?
October 2016 Peter Hogan, SMSF Association Head of Education and Technical discusses the issues to be considered when altering insurance policies held within an SMSF. https://vimeo.com/185882373
How best should you record what you have done regarding reviewing insurance?
October 2016 SMSF Association Head of Education and Technical, Peter Hogan discusses how you should record your decisions regarding insurance in your SMSF. https://vimeo.com/185882371
What are the issues to be considered?
October 2016 This video acts as a checklist of issues that you should review and consider on an annual basis in terms of insurance in your SMSF. https://vimeo.com/185882372
How can insurance payout proceeds be accessed and are there any special rules around allocation of proceeds to the insured?
October 2016 There are numerous rules around the allocation of insurance proceeds including who can be paid and the various tax implications as a result of pay outs. This video discusses these special rules regarding allocation of insurance proceeds in-depth. https://vimeo.com/185882375
What are the advantages of managing insurance policies within an SMSF?
October 2016 Peter Hogan, SMSF Association Head of Education and Technical, discusses the various taxation advantages and implications of managing insurance policies within an SMSF including the insurance restrictions that you must be wary of. https://vimeo.com/185882370