SMSF Adviser "SMSF insurance headed for regulatory scrutiny"
JTB Studios
Private Client Adviser
11 Oct 2016
MSF practitioners should ensure their clients are adequately documenting the need to consider insurance, as ASIC is likely to increase its surveillance of the insurance sector in general, an adviser has warned.
Hewison Private Wealth adviser Christopher Morcom says SMSF auditors are paying closer attention to the investment strategies for SMSFs, making sure they contain “due consideration to the insurance needs of members”.
Hewison Private Wealth is a Melbourne based independent financial planning firm. Our financial advisers are highly qualified wealth managers and specialise in self managed super funds (SMSF), financial planning, retirement planning advice and investment portfolio management. If you would like to speak to a financial adviser on how you can secure your financial future please contact us 03 8548 4800, email info@hewison.com.au or visit www.hewison.com.auPlease note: The advice provided above is general information only and individuals should seek specialised advice from a qualified financial advisor. The views in this blog are those of the individual and may not represent the general opinion of the firm. Please contact Hewison Private Wealth for more information.
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