Specialised Insurance Services | Specialised Insurance Services

What if you could provide your SMSF clients with better financial protection and the opportunity to achieve significant cost savings?
You have a role to safeguard your client’s future
In August 2012, as part of the Government’s move towards “Stronger Super”, new regulations were introduced for trustees of Self-Managed Super Funds (SMSFs) to regularly review the investment strategy of the fund. This aims to ensure the strategy considers...

Holding direct property in SMSF’s is gaining in popularity and with it so are Limited Recourse Borrowing Arrangements (LRBA’s). Owning direct property in an SMSF can be an effective and rewarding strategy, however it can pose a serious liquidity risk...

Your ability to earn an income is likely to be your most valuable asset and deciding if you need to protect your income should be relatively easy. If you have a job and rely on your wages to meet your monthly bills or financial obligations, you need...

Since the 1 July 2013, as a trustee of your self-managed superannuation fund you are required to review your funds investment strategy. As a part of this review it is now mandatory that trustees consider life insurance for all its members.
Insurance is all about protecting the things that matter most and it is imperative that trustees look to risk specialists to ensure a comprehensive risk assessment is completed. When it comes to safeguarding the interests of a family, it’s important...