Recent Claims

Claim Paid = $127,334
Insurer MLC
Claim Paid = $211,395
Insurer AIA
Claim Paid = $1,100,000
Insurer Asteron
Claim Paid = $564,000
Insurer Zurich
Claim Paid = $57,221
Insurer TAL
Claim Paid = $1,285,215
Insurer BT

Tax Effective Insurance

Insurance is a must have. The biggest stumbling block is affordability.

If I asked you –how much insurance would you like if it were free- the answer would almost always be – as much as I can get!

We understand this and we are also realists. We understand that you have a limited budget to work within.

Using our experience, we are able to structure policies in a cost effective method. In most cases this may allow you to claim the cost of the policies as a tax deduction. Did you know that you may also be able to have nearly all of the cost of the insurance funded from your accrued superannuation or from your Self-managed superannuation fund.

If you are a business owner, we can provide advice as to how your business can pay the premiums in a tax effective manner. It is critical that you take the advice of an experienced risk insurance specialist as each persons situation is different – one size does not fit all. These areas can be complex and if not set up properly, there may be significant taxation issues at claim time.

Whilst Keyman Financial Services is not a tax agent, we can provide guidance and work with your accountant to help you get the best outcome.

We can provide advice across a broad range of providers, including:

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