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Financial planning post 1 July 2007 presentation
Published on 11 Aug 07 by WESTERN AUSTRALIAN DIVISION, THE TAX INSTITUTE
The 2006 Budget resulted in sweeping reforms to superannuation to make it ‘simpler’ for Australians to understand. The bulk of these changes apply from 1 July 2007, and thus it’s important going forward that clients are optimising their pensions and any contributions to superannuation within the relevant limits. This presentation outlines the issues and strategies regarding superannuation from 1 July 2007, as well as other financial planning considerations. Areas covered include:
- contributions to super
- pensions
- estate planning and superannuation
- beyond super contributions - what other strategies are available.
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 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.
- Current at
30 August 2017
This was presented at Western Australian Annual Convention .
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Individual sessions
Removing funds from a company - some of the hidden dangers
Author(s): Graeme S COOPERMaterials from this session:
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Property: From Whitfords Beach to Abbey Beach
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Resources update
Author(s): Nick HEGGARTMaterials from this session:
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Succession issues for privately owned businesses
Author(s): Robert WF SCEALESMaterials from this session:
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Taxation of financial arrangements
Author(s): Fiona CAHILLMaterials from this session:
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MIS tax planning - a new landscape
Author(s): Ian MORTLEYMaterials from this session:
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GST update
Author(s): Karen DILL-MACKYMaterials from this session:
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State taxes update
Author(s): Celia SEARLEMaterials from this session:
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Section 45B: dealing with Frankenstein's creature
Author(s): Paul SOKOLOWSKI, Ben HAYWARDMaterials from this session:
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Financial planning post 1 July 2007
Author(s): Jemma SANDERSONMaterials from this session:
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A new residency test for temporary residents
Author(s): Orlando J FERNANDESMaterials from this session:
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'The con' - broken bits in the income tax consolidation rules
Author(s): Duncan R C BAXTERMaterials from this session:
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