In this session, Belinda will examine the following topical issues for SMSF audits:

Many believe insurance of a key person is a simple thing – just pick an amount and arrange for the cover. However, with the range of considerations to be made – from how the purpose of the cover determines the taxation treatment of premiums and benefits which in turn could affect the required cover amount, to whether traditional ownership structures are appropriate – the application of key person arrangements is far from simple. This session will highlight the areas that need to be addressed to make sure that intent is matched by implementation to protect the insured, their business and your practice.

The presentation, which will be led by Philippa, will focus on identifying and managing stressors and pressures during times of crisis. As we all know, stress and anxiety can have a significant impact on our overall well-being and can hinder our ability to cope effectively. Therefore, it's important that we equip ourselves with the necessary processes, skills, and strategies to manage these challenges both for ourselves and for our clients.

 

Philippa is a seasoned expert in this field and has helped many individuals and organisations overcome challenging situations. Her insights will undoubtedly provide valuable knowledge that can be applied in both personal and professional settings.