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Superannuation and SMSFs: latest strategies and news presentation

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 presentation 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:

Author Photo - Jemma Sanderson CTA
Jemma Sanderson CTA
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 19 September 2016 Click here to expand/collapse more articles by Jemma SANDERSON.
 

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

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