Self-Managed Superannuation (SMSF) Insurance Advice

A Self Managed Superannuation Fund (SMSF) is a super fund that can have up to 6 members, and where the members are trustees of their fund, allows the members more control and flexibility. One of the major obligations of an SMSF trustee is to ensure that the trustee has considered the member's insurance needs adequately. Failure to do this properly can attract large penalties from the ATO, which regulates SMSF's

  • You can have greater control of your super,
  • You have more flexibility and investment choices,
  • It is an alternative to the large industry or retail super funds,
  • We can assist with making sure you comply with your obligations as trustees for the insurance of members in your SMSF 
  • We provide advice and information when you need it

To speak to our team about your SMSF Insurance needs, click here