Insurance Is An Important Consideration For Your SMSF Investment Strategy.
Life can throw us unexpected challenges. To protect everything you’ve earned in your SMSF, adequate insurance is vital. In fact, regulations now require SMSF trustees to consider the life insurance requirements of its members as part of the SMSF investment strategy. Through The Super Finance Professional Network, we can help you find the compliant SMSF insurance in the following areas:
- Life Insurance
- Total Permanent Disability Insurance (TPD)
- Income Protection
- Trauma/Crisis Recovery
- And More…
SMSF insurance is a vital part of your overall SMSF investment strategy and retirement plan. Some important notes about SMSF insurance:
- Insurance in SMSF can be complex and so it’s important to meet with an expert who knows the ins-and-outs of particular insurance policies
- There could be tax implications linked to insurance payouts from super, so it is important to understand the insurance product you are purchasing
- There are tax advantages of taking out life and TPD insurance within your SMSF compared to buying it in your personal capacity.
SMSF insurance can be complicated but we can provide clarity and valuable advice. Gain peace of mind by booking a free consultation with one of our SMSF insurance specialists.
As Australia’s leading SMSF consultants, we provide a full suite of specialised insurance products with highly competitive premiums.
Get Started By Requesting Your Free Confidential Discussion
To help you make a fully educated decision about whether SMSF property investment is right for you, we've created a fast and free Confidential Discussion, designed to answer your questions and explain the entire process of setting up anSMSF and investing in property.
We've helped many people set up their own SMSF, and we can help you, too. Complete the form at the top of this page to get started.
Want To Start An SMSF? Request Your Free Confidential Discussion
Complete the form and we'll contact you to arrange a time for your complimentary SMSF Setup discussion or contact us directly on 02 8098 0300 .
10 Common Mistakes When Buying Property With Your SMSF
Setting up and managing an SMSF for property investment can be complex. Here are some common mistakes you can avoid!
Disclaimer: C2 Investments Pty Ltd (Authorised Representative of AFSL 420170) is the provider of the SMSF advisory services mentioned on this site (hereafter "Site").
You can download a copy of C2 Investment's Financial Services Guide by clicking on this link. C2 Investments Pty Ltd declares that they deal in financial products as part of their business and consequently they may have a relevant interest in the financial products referred to in this Site. C2 Investments Pty Ltd and its advisers provide General Advice only. General advice is advice which is provided to you without regard to your individual objectives, financial situation or needs. It is not specific advice for any particular investor and it is not intended to be passed on or relied upon by any person. Before making any decision about the general advice provided, you should consider the appropriateness of the general advice presented, having regard to your personal objectives, financial situation and needs. Further, you should always read the Product Disclosure Statement relative to any investment (if applicable) before a decision is made. Any reference to a SMSF loan is provided by SF Lending Pty Ltd T/A SMSF Loan Experts. Credit representative number: 471777 Of Australian Finance Group. License number: 389087. C2 Investments Pty Ltd (Authorised Representative of AFSL 420170) does not provide any loan products or related services. Nothing in this Site is, or should be taken as, an offer, invitation or recommendation to acquire or dispose of any financial products. Appropriate advice should be sought to ensure investor's personal circumstances, objectives, financial situation and particular needs are considered. We recommend before making any investment, insurance or financial planning decisions, you consult a professional adviser, who can help you decide whether your decision is appropriate for you.
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