The Super Insurance Strategies Series: Part 1

The Super Insurance Strategies Series

This 3-part insurance in superannuation series is designed for all financial services professionals that have clients who have or are considering insurance in superannuation. Throughout these sessions, we will cover some of the key superannuation, insurance and estate planning matters that must be considered for clients.

Part 1 – Funding insurance in super: strengths, weaknesses and the regulator’s view

This session covers the pros and cons of structuring insurance through superannuation and the types of clients it may benefit.

We work through issues to consider to ensure a client’s insurance is structured in their best interest from a holistic view encompassing the broader superannuation and advice regime.

By participating in this training, participants will be able to:

  • Compare and contrast the key strengths and weaknesses of insuring inside superannuation, including the restrictions within superannuation, the taxation treatment of the funding options and estate planning tips to consider
  • Analyse the strategies and opportunities available to clients insuring inside superannuation, including how death benefit pensions can provide tax free withdrawals (above minimum) irrespective of age, and
  • Recognise the regulator’s view and the steps required when making a recommendation to pay for insurance from superannuation.



More information:

       Thursday 15 September          Natasha Panagis    Slides  
       12:30-1:30pm AEST      Live webinar    Recording 
       1 CPD point      $99 (members) | $132 (standard)      Notes

 

 

 



Natasha is a highly experienced wealth management specialist with expertise in superannuation, SMSFs, retirement planning, taxation, estate planning, insurance, social security and aged care. With a seasoned ability to interpret and broadly disseminate complex information through an understandable and practical lens, she has often been sought by and quoted in the media. By developing policy and advocacy positions to Government, regulators and other key stakeholders, Natasha is actively involved in shaping Australia’s financial services industry.


When
15/09/2022 12:30 PM - 15/09/2022 1:30 PM
Where
Online, Australia

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