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Superannuation and SMSFs: latest strategies and news paper

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Unless expressly stated, opinions are not that of The Tax Institute, which accepts no responsibility for the accuracy of any of the information contained within it.

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 Sanderson, CTA is a Director at 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 is a regular presenter on superannuation and SMSFs for The Tax Institute and other professional bodies across Australia. Jemma is the author of the popular SMSF Guide published by The Tax Institute, currently in its 9th edition, and is the author and convener of The Tax Institute’s Graduate Diploma of Applied Tax Law Advanced Superannuation unit. Jemma was recently named as SMSF Adviser of the Year for the second year running at the 2018 National Women in Finance awards, and SMSF Adviser of the year at the 2018 WA SMSF and Accounting Awards.Jemma was the recipient of the Chairman’s Award at the 2018 SMSF Association National Convention for her contribution to the industry. - Current at 05 April 2019
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This was presented at 2009 WA State Convention: The Road to Success .

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