shopping_cart

Your shopping cart is empty

  • Home
  • Superannuation and SMSFs: latest strategies and news paper

Superannuation and SMSFs: latest strategies and news paper

Member Price: $57.00
Non Member Price: $75.00

DisclaimerThis material is copyright. Apart from any fair dealing for the purposes of private study, research, criticism or review, as permitted under the Copyright Act, no part may be reproduced by any process without written permission from The Tax Institute.
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
Photo of author, Jemma SANDERSON Jemma 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 has over 15 years experience in developing complex strategies for high net worth clients. 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 7th edition, and is the author and convenor of The Tax Institute’s Graduate Diploma of Applied Tax Law Advanced Superannuation unit. - Current at 22 May 2017
Click here to expand/collapse more articles by Jemma SANDERSON.

 

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

Get a 20% discount when you buy all the items from this event.

Individual sessions

Is Recovery the new R-word?

Author(s):  John NICOLAOU

Materials from this session:

Working together in challenging times

Author(s):  Bruce QUIGLEY

Materials from this session:

Debt restructuring: from initial sniffles to the last gasp

Author(s):  Len HERTZMAN,  David ROWAN

Materials from this session:

Living with capital gains (and losses): topical issues

Author(s):  Chris EVANS

Materials from this session:

GST: a year in review

Author(s):  Cathryn FERRARIS

Materials from this session:

The small business CGT concessions in 2010

Author(s):  Richard NORTON

Materials from this session:

Employers' response to tough times

Author(s):  Philip WILLOX,  Brett ARNOLD

Materials from this session:

Lost in translation: foreign exchange gains and losses

Author(s):  Erin GORDON,  Walter GIANOTTI

Materials from this session:

Trusts: who do you trust when you are blindfolded?

Author(s):  Syd JENKINS

Materials from this session:

Superannuation and SMSFs: latest strategies and news

Author(s):  Jemma SANDERSON

Materials from this session:

Family law: Tax & family breakdown

Author(s):  Andrew DAVIES

Materials from this session:

Stamp duty: Reflections on the year past

Author(s):  Fiona HALSEY

Materials from this session:

Further details about this event:

 

Copyright Statement
click to expand/collapse

 

 

About us

Contact us

State Office Contacts

Connect

About Us | Contact Us | Help | Privacy, Copyright and Disclaimer | Conditions of Use | Sitemap | Social Media

© 1996-2017 The Tax Institute (ABN 45 008 392 372 (PRV14016)) All rights reserved.The Tax Institute is a Recognised Tax Agent Association (RTAA) under the Tax Agent Services Regulations 2009.