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insurance within smsf

Whatever your objective or your need, we can tailor our advice to help you achieve your goals.
Advice Benefits

There are 3 types of insurance usually available and funded through a self-managed super fund (SMSF). They are Life Insurance, Total and permanent disability Insurance (TPD) and Income protection Insurance. We can help you navigate your way through this process and choose the most appropriate and cost effective cover for you:

- If you have a SMSF you are required by law to consider whether to hold life insurance cover for each member of your SMSF if you do not already have life insurance cover elsewhere.
- Your SMSF can generally provide insurance for a member that will be released upon the following events: death, a terminal medical condition, a permanent incapacity (causing the member to permanently cease working) and a temporary incapacity (causing the member to temporarily cease working).
- Income protection Insurance can be structured and funded through a SMSF and offers cover in the event that a SMSF member is unable to work for a period of time due to illness or injury.


Mahesh Menon

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Mahesh Menon

Adviser & Director

Live Chat

Start Chat

Request a Meeting

Note preferred date and time and we'll be in touch to confirm.

Email
Phone
thank you icon

Thanks for contacting Mahesh!

We’ll be in touch soon to confirm all the details

Request a Meeting

Let's talk

+61407701091