Self-Managed Super Fund Insurance

It is a requirement that Trustees consider the need for life insurance in their SMSF and at the same time they should consider the need for adding Total and Permanent Disability (TPD) benefits.

Investing for your retirement via a SMSF can be rewarding, however in the event of death your fund may not have delivered the required value to provide your spouse and or family with sufficient funds to secure their future.

This is where a life insurance policy can fill the void and ensure your family's financial future.

You should also consider adding TPD benefits which will ensure that in the event that you cannot work that you have sufficient funds to meet your retirement needs.

Please contact us for assistance in calculating the relevant sum insured and the associated premium.