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Estate planning & superannuation 2009 paper

Published on 17 Sep 09 by WESTERN AUSTRALIAN DIVISION, THE TAX INSTITUTE

This paper covers:

  • the role of super in estate planning
  • tax implications for super on death
  • practical implications to consider when a SMSF member passes away.

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 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 9th edition, and is the author and convener of The Tax Institute’s Graduate Diploma of Applied Tax Law Advanced Superannuation unit. Jemma was recently named as SMSF Adviser of the Year for the second year running at the 2018 National Women in Finance awards, and SMSF Adviser of the year at the 2018 WA SMSF and Accounting Awards.Jemma was the recipient of the Chairman’s Award at the 2018 SMSF Association National Convention for her contribution to the industry. - Current at 05 April 2019
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This was presented at Estate Planning Intensive .

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