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Trauma Insurance in an SMSF - TIME CRITICAL! - Special Update

The use of Trauma Insurance is critical when using an LRBA and also for flexible funding and investment returns. However as at 1st July 2014 the government has introduced new regulations preventing the trustee of an SMSF acquiring a new Trauma Policy and the existing Trauma Policy will be grandfathered. In this interactive session Grant will take NowInfinity members through why its imperative a Trauma Policy exists inside the fund for people aged under 55 and the associated tax and legal consequences thereto.
Recorded Mar 5 2014 63 mins
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Presented by
Grant Abbott
Presentation preview: Trauma Insurance in an SMSF - TIME CRITICAL! - Special Update

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Tax, SMSF and Estate Planning Strategies
Register for this channel to hear SMSF, Tax and Estate Planning Strategies from Australia's leading SMSF advisor, author and presenter. Grant Abbott and guest lawyers, leading lights and those at the forefront of their profession.

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  • Title: Trauma Insurance in an SMSF - TIME CRITICAL! - Special Update
  • Live at: Mar 5 2014 2:00 am
  • Presented by: Grant Abbott
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