Pension strategies pre and post June 2007 paper
Publication date: 02 May 07
Source: NEW SOUTH WALES DIVISION, THE TAX INSTITUTE
Abstract:
This paper covers:
- implications of electing to fall under the new pension regime
- pension effectiveness for under 60s
- pension restructuring opportunities prior to 30 June 2007
- tax implications on exit
- creating reserves
- withdrawal and re-contribution strategies.
Author profile:
Jemma Sanderson, ATIA, Cooper Partners Financial Services Jemma Sanderson is a Principal of Cooper Partners Financial Services, heading up their SMSF specialist services. Jemma provides strategic advice on SMSFs, estate planning and wealth management to clients, as well as technical support to accounting, legal and financial planning groups. Jemma has over eleven years experience in developing complex strategies for high net worth clients. Jemma has a Bachelor of Commerce from UWA and is a Certified Financial Planner and a Specialist Member of the Self-Managed Superannuations Professionals Association of Australia (SPAA). Jemma is a regular presenter on superannuation and SMSFs for The Tax Institute and other professional bodies across Australia, and has presented The Tax Institute's Superannuation Roadshows for the last five years. Jemma is also the author of the popular SMSF Guide, currently in its 3rd edition, published by The Tax Institute.
Current at 16 April 2012
Click here to expand/collapse more articles by Jemma SANDERSON.
This was presented at
Superannuation Intensive.
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Superannuation: getting money into the fund
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Investment restrictions and strategies for SMSFs
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Pension strategies pre and post 30 June 2007
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Jemma SANDERSON
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Pension strategies pre and post June 2007 paper
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