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Financial Planning Australia-smsf life insurance

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SMSF Life Insurance

This course gives an understanding about how the Self Managed Superannuation Funds can be used for life insurance needs.

Self Managed Superannuation Fund (SMSF) may provide an effective structure for a member of a SMSF to use for their life insurance needs. Further, there are legal requirements on SMSF trustees regarding life insurance for their fund’s members.

 

Additionally, there may be taxation implications for the members, SMSF trustees, and/or a member’s dependants when a SMSF’s trustees pay a benefit with the proceeds from a life insurance policy.

 

An understanding of these implications may help:

  • SMSF trustees make the correct decisions for their fund and the fund’s members; and
  • Those who may provide advice to SMSF trustees.

 

COURSE DELIVERY OPTIONS:

Online

 

COURSE REQUIREMENTS:

For the online delivery option, you will need to have access to a computer with an internet connection.

 

COURSE DURATION:

Your enrolment is valid for a period of twelve months.

 

ASSESSMENTS:

1 online multi-choice assessment

 

ADDITIONAL INFORMATION:

CPD Hours - 1

FASEA CPD Areas: Technical Competence;  Client Care and Practice; Regulatory Compliance and Consumer Protection

 

Enrol Now

Student Info – AAMC Training Policies

Do you qualify for Credit Transfer /RPL

Contacts

  • Unit 1, 421 Blackshaws Road,
    Altona North, Victoria 3025

    Phone: 1300 2262 33 +61 3 9391 3643
              1300 AAMC ED +61 8 9344 4088

    Email: info@aamctraining.edu.au

System Requirements

  • What computer and software will be needed?
    • Windows XP or Linux based computer with internet connection.
    •  Internet Explorer 8.0 and above OR Mozilla Firefox
    •  Quick Time Player 4 and above
    •  Acrobat reader 6 and above
    •  Adobe Flash Player
    Download speeds
    •  Min 2 Mbps or above speed is required for running video