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Personal insurances paper

Member Price: $57.00
Non Member Price: $75.00

DisclaimerThis material is copyright. Apart from any fair dealing for the purposes of private study, research, criticism or review, as permitted under the Copyright Act, no part may be reproduced by any process without written permission from The Tax Institute.
Unless expressly stated, opinions are not that of The Tax Institute, which accepts no responsibility for the accuracy of any of the information contained within it.

Published on 25 Aug 06 by WESTERN AUSTRALIAN DIVISION, THE TAX INSTITUTE

Many of your clients are increasing their borrowings and accordingly, personal insurance cover is becoming more expensive. There are many misconceptions about the different types of cover available and their tax treatments. This paper covers the following topics:

  • is it advisable to hold insurance through superannuation?
  • different structures for owning insurance
  • the products, pitfalls and strategies.

Author profile

Fiona Halsey
Fiona has been a solicitor since 1993 and is a director of Halsey Legal and leader of PerthAML. She has been a State Chairperson, State Councillor, National Councillor, Head of the WA Technical Committee for The Tax Institute and a director at EY. Fiona is a Certified Anti-Money Laundering Specialist (ACAMS). She is a member of the Law Society AMLCTF working group, a member of the Law Council AMLCTF working group, and a member of the Association of Certified Anti-Money Laundering Specialists. She is experienced in conducting AMLCTF evaluations, preparing AMLCTF policies and procedures, software acquisition, risk assessments, and advises on AMLCTF generally. - Current at 13 November 2025
Click here to expand/collapse more articles by Fiona HALSEY.

 

This was presented at WA State Convention .

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