Superannuation: budgeting for change paper
Publication date: 11 Dec 06
Source: WESTERN AUSTRALIAN DIVISION, THE TAX INSTITUTE
Abstract:
This paper provides an analysis of the key superannuation changes that need to be addressed to ensure that your advice to clients is up-to-date including:
- taxation of benefits
- rules for lump sums and pension payments
- contribution rules
- deductions for contributions for the self-employed
- age pension changes
- untaxed superannuation schemes
- employer ETPs.
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
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