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Superannuation: budgeting for change paper

Published on 11 Dec 06 by WESTERN AUSTRALIAN DIVISION, THE TAX INSTITUTE

This paper provides an analysis of the key superannuation changes that need to be addressed to ensure that your advice to clients is up-to-date including:

  • taxation of benefits
  • rules for lump sums and pension payments
  • contribution rules
  • deductions for contributions for the self-employed
  • age pension changes
  • untaxed superannuation schemes
  • employer ETPs. 

Author profile

Jemma Sanderson CTA
Jemma Sanderson 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 30 January 2020
Click here to expand/collapse more articles by Jemma SANDERSON.

 

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