Insurance
Insurance through an SMSF
Trustees sometimes hold life, TPD or other insurance through an SMSF structure. Laterpath can support administrative pathways for insurance applications where available on the platform. We do not recommend specific insurance products or amounts of cover.
Important
Insurance needs are highly personal. Premiums, ownership inside super, tax treatment and beneficiary outcomes should be considered with a licensed adviser and, where relevant, a tax professional. Always read the Product Disclosure Statement for any product before deciding.