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Superannuation contribution issues and strategies paper

Member Price: $55.00

Non Member Price: $71.01

Publication date: 15 Oct 09

Source: WESTERN AUSTRALIAN DIVISION, THE TAX INSTITUTE

Abstract:
With the 2009 Federal Budget reducing the contribution limits by 50%, it is now more important than ever to be diligent with contributions. This paper covers:

  • recent changes to contributions that we need be aware of
  • strategies to prevent the incurrence of excess contributions tax
  • ATO rulings with respect to contributions and how they affect our strategies.

Author profile:

Author Photo - Jemma Sanderson ATIA
Jemma Sanderson ATIA
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 - Issues and Strategies in the Current Environment.

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