How can we help?

Is it compulsory for my SMSF to hold life and disability insurance?

Although not compulsory SMSF trustees are required to consider whether they will obtain insurance for members and document that decision.

To assist in this decision, Stake SMSF has partnered with AGI to provide you with a cost effective replacement insurance option. Click here to visit AGI and obtain a quote. If you require further assistance with your insurance needs, we recommend you contact a licensed financial adviser.

How can my SMSF obtain life and disability (TPD insurance)?

Stake Super has partnered with AGI to provide you with a cost effective replacement insurance option. Click here to visit AGI and obtain a quote. If you require further assistance with your insurance needs, we recommend you contact a licensed financial adviser.
You can also obtain insurance (life and TPD) via any retail insurance provided as long as you ensure the policy is correctly held in the name of the SMSF and the premiums are paid from the SMSF bank account.

Can my SMSF pay for insurance premiums for me?

Yes, the SMSF can pay for life and TPD insurance for all members of the SMSF.