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Superannuation and SMSFs: latest strategies and news paper

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Published on 14 Aug 09

The superannuation regime in Australia is continually evolving with many changes resulting in issues and strategies that need to be considered. This paper outlines recent changes to superannuation and the associated strategies and issues, including:

  • superannuation budget announcements
  • traps for superannuation planning in 2009/2010, particularly for the self-employed
  • unit trusts - beyond the pre-1999 deadline
  • the impact of the Henry and Harmer reviews on superannuation
  • strategies for excess non-concessional contributions.

Author profile

Jemma Sanderson CTA
Jemma is a Director 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 and consultancy to accounting, legal and financial planning groups. Jemma has over 19 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, a Specialist Member of the SMSF Association (SMSFA), Chartered Tax Adviser (CTA) and Trusts and Estate Practitioner (TEP). Jemma is a regular presenter on superannuation and SMSFs for the Taxation Institute, Institute of Chartered Accountants, CPA and SMSFA across Australia. Jemma is the author of the Taxation Institute’s popular publication for SMSF Advisers, the SMSF Guide, now in its ninth edition, and the author and convener of the Taxation Institute’s Graduate Diploma of Applied Tax Law Advanced Superannuation Unit. Jemma was named the SMSF Adviser of the Year at the 2019 National Women in Finance awards for the third year in a row, and received the SMSF Association Chairman’s Award in February 2018 for her contribution to the industry. - Current at 06 January 2021
Click here to expand/collapse more articles by Jemma SANDERSON.

 

This was presented at 2009 WA State Convention: The Road to Success .

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