SMSF Risk Pool

The SMSF Risk Pool is a stand alone insurance pool available only to trustees of complying superannuation funds. They provide the means of providing death and total and permanent disablement insurance benefits to superannuation fund members.

They are used mainly by self managed superannuation fund (SMSF) trustees on the basis that a one member SMSF may apply for group insurance rates.


SMSF Risk Pool

SMSF Risk Pool Product Disclosure Statement

SMSF Risk Pool Members Brief and Personal Statement

Group Risk Personal Statement


Lonsdale Group Life Pool

Lonsdale Group Life Pool Product Disclosure Statement

Lonsdale Group Life Pool Members Brief and Personal Statement

Group Risk Personal Statement

Underwriting Requirements

SMSF Risk Pool Underwriting Requirements


Premium Rates

SMSF Risk Pool rates

SMSF Risk Pool Insurance Calculator


Transferring a client from Group Life Pool to SMSF Risk Pool

SMSF Risk Pool Product Disclosure Statement

Short Form Personal Statement (Answer questions 1,2,5b,6,7 & 8 only)

Please direct queries to Matthew Arundell or call 03 9916 6324.