Your shopping cart is empty

Superannuation update paper


Superannuation is the main source for many Australians to fund their retirement and their twilight years. Therefore, it is imperative that we remain abreast of the latest guidance, issues and strategies to provide the most appropriate advice to our clients to enable them to optimise their superannuation. This paper provides an update on various superannuation issues, including:

  • the latest on contributions, including guidance from the AAT and the ATO
  • the impact of any superannuation “surcharge” announced
  • the extension of the pension exemption upon the death of a member
  • paying out minimum pension payments
  • how the 5 April 2013 announcements affect your clients.

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 17 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 8th edition, and is the author and convenor of The Tax Institute’s Graduate Diploma of Applied Tax Law Advanced Superannuation unit. Jemma was recently named as SMSF Adviser of the Year at the 2017 National Women in Finance awards. - Current at 08 January 2018
Click here to expand/collapse more articles by Jemma SANDERSON.


This was presented at 46th Western Australian State Convention .

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

Individual sessions

Further details about this event:


Copyright Statement
click to expand/collapse