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Superannuation strategies and case studies paper

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Publication date: 14 May 08

Source: NEW SOUTH WALES DIVISION, THE TAX INSTITUTE

Abstract:

This paper covers:

  • strategies pre and post age 60
  • opportunities after age 65
  • case studies:
    • gearing into a share portfolio
    • gearing into property
    • new purchase
    • application to small business clients program.

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 Intensive.

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The pension asset tax exemption – Segregation & actuarial requirements
Author(s):  Craig DAY

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Superannuation strategies and case studies
Author(s):  Jemma SANDERSON

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Estate planning through superannuation
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