Superannuation roadshow workbook paper
Publication date: 30 Mar 10
Source: NATIONAL DIVISION, THE TAX INSTITUTE
Abstract:
This paper covers:
- recent superannuation news, rulings and ATO updates
- strategies to manage excess contributions
- investments in superannuation
- the importance of superannuation and estate planning.
Author profile:
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 ten 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 Superannuation 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 Superannuation Roadshow for the past four years. Jemma is also the author of the SMSF Guide 2011 Current Issues and Strategies for the Funds Adviser, published by The Tax Institute, which is in its third edition.
Current at 11 July 2011
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Jemma SANDERSON
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