Your shopping cart is empty
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 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
This was presented at Western Australian Annual Convention .
Get a 20% discount when you buy all the items from this event.
Individual sessions
Removing funds from a company - some of the hidden dangers
Author(s): Graeme S COOPERMaterials from this session:
-
insert_drive_file
- insert_chart
- shopping_cart Add all items to cart - $72.00
Property: From Whitfords Beach to Abbey Beach
Author(s): Syd JENKINSMaterials from this session:
-
insert_drive_file
- insert_chart
- shopping_cart Add all items to cart - $72.00
Resources update
Author(s): Nick HEGGARTMaterials from this session:
-
insert_drive_file
- insert_chart
- shopping_cart Add all items to cart - $72.00
Succession issues for privately owned businesses
Author(s): Robert WF SCEALESMaterials from this session:
-
insert_drive_file
- insert_chart
- shopping_cart Add all items to cart - $72.00
Taxation of financial arrangements
Author(s): Fiona CAHILLMaterials from this session:
-
insert_drive_file
- insert_chart
- shopping_cart Add all items to cart - $72.00
MIS tax planning - a new landscape
Author(s): Ian MORTLEYMaterials from this session:
-
insert_chart
GST update
Author(s): Karen DILL-MACKYMaterials from this session:
-
insert_drive_file
- insert_chart
- shopping_cart Add all items to cart - $72.00
State taxes update
Author(s): Celia SEARLEMaterials from this session:
-
insert_drive_file
- insert_chart
- shopping_cart Add all items to cart - $72.00
Section 45B: dealing with Frankenstein's creature
Author(s): Paul SOKOLOWSKI, Ben HAYWARDMaterials from this session:
-
insert_drive_file
Financial planning post 1 July 2007
Author(s): Jemma SANDERSONMaterials from this session:
-
insert_chart
A new residency test for temporary residents
Author(s): Orlando J FERNANDESMaterials from this session:
-
insert_drive_file
- insert_chart
- shopping_cart Add all items to cart - $72.00
'The con' - broken bits in the income tax consolidation rules
Author(s): Duncan R C BAXTERMaterials from this session:
-
insert_drive_file
- insert_chart
- shopping_cart Add all items to cart - $72.00
Further details about this event:
Copyright Statement