June 28, 2019

The importance of correct insurance policy ownership

yellow tipper truck driving - Case Study

This case study illustrates the collaboration between financial (myself), legal and business advisers to create a seamless plan for our client, a business owner in mining and resources, and his wife to help them achieve their financial goals and leave a legacy for their children.

Knowing that protecting the family’s current lifestyle was important to John and Maria, we implemented a number of strategies to provide financial safeguards should John ever be unable to work. When he  passed away from a terminal illness, the recommendations we had put in place meant that Maria would receive funds in the form of a tax-free pension, payable for the rest of her life, and have access to over $2 million in SMSF, funds on which she is unlikely to ever have to pay tax.

Read the full case study here.


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