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C Insurance policy

Last updated 24 March 2021

Did the SMSF own any life insurance policies that were issued by an organisation registered under the Life Insurance Act 1995?

No

Leave C blank. Go to D.

Yes

Read on.

Write at C the value (on 30 June 2016) of life insurance policies owned by the SMSF that were issued by an organisation registered under the Life Insurance Act 1995.

Do not include at C the value of insurance policies that are held on trust under a limited recourse borrowing arrangement (write the value of these at J6).

QC48236