Review Your Self-Managed Super Fund Insurance
Our Superannuation Team works with Aintree Group Wealth to make sure your SMSF insurance continues to meet your needs.
It’s best practice to review the insurance in your Self-Managed Super Fund each year. This not only helps meet compliance obligations, but also ensures your cover still matches your personal and financial circumstances.
A review may be needed if:
- You’ve recently had a major life event occur (marriage, divorce, children, new debts, health changes).
- Work or business circumstances have changed.
- You’ve made significant asset purchases, such as property.
- Retirement is on the horizon.
- It’s been more than three years since you last reviewed your SMSF insurance.
In a review, we look at:
- The types and level of cover you hold (Life, TPD, Income Protection)
- Premium costs and how they’re paid
- Policy ownership (via your SMSF or personally)
- Beneficiary nominations
Request a Self-Managed Super Fund Insurance Review using the form below for peace of mind that your cover is still the right fit.
Request a SMSF Insurance Review
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About Aintree Group Wealth
Aintree Group Wealth is the integrated financial planning and wealth management arm of Aintree Group. We provide tailored advice across investments, superannuation (including SMSFs), insurance, and retirement planning.
Our goal is simple: to help you feel confident and secure about your financial future – balancing the needs of today with building for tomorrow.
By working closely with Aintree Group Chartered Accountants and Aintree Group Legal, we offer a truly holistic approach, making it easier to manage your finances, protect your assets, and plan ahead with clarity.