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Insurance in SMSFs - The changes and practical implication presentation

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Non Member Price: $15.00

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Published on 22 Nov 13 by SOUTH AUSTRALIAN DIVISION, THE TAX INSTITUTE

Given the pace and breadth of changes in the superannuation industry over the past few years, it is easy for the implications of some changes to be overlooked amongst the deluge. The new insurance operating standards under the SIS Regulations might be one such area. This presentation addresses the role of insurance in SMSFs in the new regulatory environment, with a particular focus on:

  • the requirement for trustees to consider insurance
  • permitted types of insurance from 1 July 2014
  • grandfathering arrangements
  • the potential impact of the changes on insurance strategies in SMSFs.

Author profile

Tasha Naige
Tasha is an experienced commercial lawyer at DMAW Lawyers. She advises some of the most prominent businesses and organisations based in South Australia. She has acted on a number of significant major projects for clients, including restructures, sales of business and other assets, and legal due diligence. Tasha has specialist skills in superannuation and financial services, acting for public sector, retail and industry superannuation funds, SMSFs, friendly societies and AFS licensees. She is also often engaged for advice on complex financing arrangements, consultancy agreements, service agreements, information technology and intellectual property matters and privacy laws. Tasha is also very skilled and experienced in personal property securities law and oversees PPSR related matters for clients across the firm. She is a regular speaker at various tax and superannuation forums, and has presented for ASFA, The Tax Institute and the Law Council of Australia National Superannuation Law Conference. She is a member of the Women in Super (SA) committee. - Current at 22 January 2020
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This was presented at Superannuation Day .

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Insurance in SMSFs - The changes and practical implications

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