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Insurance

INSURANCE

Helping you protect your wealth with appropriate insurance cover.

Many Australians are underinsured — and only realise it when it’s too late. Understanding your insurance options is an important part of managing long-term financial risk.

To help SMSF trustees explore their options, SMSF Financial works in partnership with our sister company, SMSF Insurance Partners, who specialise in providing general advice on insurance held inside or outside your SMSF.

SMSF Insurance Partners can help you understand:

  • What types of insurance may be suitable for SMSF trustees
  • How existing cover compares to what’s available
  • How insurance may fit into your SMSF structure

SMSF Financial does not provide insurance advice. All insurance-related general advice is provided by SMSF Insurance Partners.

Types of Insurance SMSF Trustees Often Consider:

Income Protection

Helps replace lost income if you’re unable to work due to illness or injury.

Life Insurance

Provides a lump sum payment to your beneficiaries in the event of death — offering financial support when your family needs it most.

Trauma Insurance

Covers major medical events such as cancer, heart attack or stroke with a lump sum payment.

TPD Insurance (Total & Permanent Disability)

Provides a payout if you suffer an injury or illness that permanently prevents you from working.

Peace of Mind

We refer our clients to SMSF Insurance Partners, our sister company, for general advice on insurance options for SMSF trustees. They’re not tied to any insurer, so you’ll receive objective guidance to help you make confident, well-informed decisions.