Client Login
Ph: 08 9921 8218 | Em: info@encompasscpa.com.au

Photography by Debra Mitchell

Compliant SMSF Insurance

A new court ruling has clarified the requirements of SMSF in relation to assets insurance.  The SMSF must be the listed beneficiary for all assets, such as collectables, jewellery, antiques and more. 

If these items are not clearly listed the SMSF runs the risk of being non-compliant. 

A separate policy for each item is not required, as a ‘group’ policy will cover the items if they are individually listed.The ruling is put in place immediately, although the funds have until July 2016 to update policies.

Posted on 11 May '12 by , under General News.

Comments are closed.

Read the encompass financial newsletter

encompass financial newsletter

Contact Us

You can contact us at the following;

Office Location
18 Francis Street
GERALDTON WA 6530

Mailing Address
PO BOX 1865
GERALDTON WA 6531

Phone: 08 9921 8218
Fax: 08 9964 3818
Email: