Adviser Tips:

Adviser Tips


Adviser Updates:

Adviser Updates


Publications and Documents:

Publications and Documents

Site Map:

Site Map


Search This Site:

Search This Site






14. Diagrams (Taxation of Alternative Methods of Policy Ownership)


CGT Liability with respect to Insurance Benefits

14.1 - Section 118-300 (Death Benefit)

14.1A - CGT on Life Policies (Death Benefit)(Section 118-300)

14.2 - Section 118-37 (TPD and Trauma Benefits)

14.2A - CGT on Non-Life Policies (TPD and Trauma Benefits)(Section 118-37)

14.2B - Section 103-10 (Meaning of Entitlement to Receive)

Alternative Methods of Policy Ownership

14.3 - Cross-Ownership

14.4 - Self-Ownership

14.5 - Trust Ownership

Alternative Methods of Policy Ownership of Debt Reduction Cover

14.6 - Cross-Ownership of Debt Reduction Cover

14.7 - Self-Ownership of Debt Reduction Cover

14.8 - Trust Ownership of Debt Reduction Cover


Copyright: Ian Gray Solicitor



Adviser Tip

The One Page Strategy is designed to help you simplify Succession Planning.

It helps you understand your needs, it helps you quantify them, it helps you cost them, and it helps you prioritise them.

See more Adviser Tips


Current Marketing Schedule

Current Marketing Schedule

Ian Gray travels to most capital cities regularly throughout the year and is available for Meetings.

Please click here to see his availability in Brisbane, Sydney, Melbourne, Adelaide and Perth.

Please contact us to arrange an appointment or teleconference.