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Managing superannuation - A practical overview paper


This paper specifically examined the latest superannuation news, legislation changes and ATO updates including:

  • Recent superannuation news, rulings and ATO updates:
    • cases regarding SMSFs
    • developments regarding implementation of Cooper reforms
    • ATO IDs and other ATO announcements.
  • TR 2011/D3 and the MYEFO announcement:
    • consideration for estate planning
    • areas of concern not outlined in the MYEFO announcement
    • interaction with other estate planning and superannuation strategies.
  • SMSFR 2012/1 – Borrowing ruling:
    • ATO view on replacement assets and single acquirable asset
    • consideration of repairs, maintenance and renovations
    • areas of concern and practical implications.
  • Contributions to superannuation:
    • recent contribution developments and cases
    • where are we with contribution reform?
    • common excess contribution scenarios to avoid.
  • Worked case studies:
    • common contribution issues
    • borrowing in superannuation
    • contributions strategies
    • payment of benefits on death post MYEFO announcement.

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
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