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Life insurance, estate planning and succession planning – Feast or famine for the tax man? presentation

Member Price: Free
Non Member Price: $15.00

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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 04 Aug 16 by NEW SOUTH WALES DIVISION, THE TAX INSTITUTE

This presentation covers:

  • life insurance policy structure
  • types of life insurance
  • not covered by life insurance
  • ownership & taxation of life insurance outside super.

 

Author profile

Dr Jeffrey Scott FTI
Jeffrey Scott is the Head of Product at ClearView Wealth Limited and has been in the financial services industry for 25 years. Jeffrey is a regular media commentator on the topics of insurance, taxation, superannuation and finance. He has conducted over 1,000 presentations across 11 countries, including the Million Dollar Round Table (2010, 2017). Jeffrey has lectured at the University of Technology, Sydney (in financial planning) and the University of New South Wales (ATAX) (in taxation). Jeffrey created the first terminal illness benefit for life insurance products in Australia, helped develop lump sum income protection benefits and introduced full replacement (100%) cover for loss of income. Jeffrey has the following qualifications: Certified Financial Planner, SMSF Specialist Adviser, Bachelor of Mathematics (U of Waterloo – Canada), Diploma of Financial Planning (Deakin/FPA), Master of Arts (UTS), Master of Education (UTS), Graduate Diploma in Advanced Taxation (UNSW), Master of Taxation Laws (UTS), and is currently completing his PhD in Taxation and Business Law (UNSW). - Current at 28 July 2017
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This was presented at NSW 13th Annual Estate & Business Succession Planning .

Get a 20% discount when you buy all the items from this event.

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Life insurance, estate planning and succession planning – Feast or famine for the tax man?

Author(s):  Jeffrey Scott

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Further details about this event:

 

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