shopping_cart

Your shopping cart is empty

Superannuation contribution issues and strategies paper

Published on 15 Oct 09 by WESTERN AUSTRALIAN DIVISION, THE TAX INSTITUTE

With the 2009 Federal Budget reducing the contribution limits by 50%, it is now more important than ever to be diligent with contributions. This paper covers:

  • recent changes to contributions that we need be aware of
  • strategies to prevent the incurrence of excess contributions tax
  • ATO rulings with respect to contributions and how they affect our strategies.

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.

 

This was presented at Superannuation - Issues and Strategies in the Current Environment .

Get a 20% discount when you buy all the items from this event.

Individual sessions




Estate planning & superannuation

Author(s):  Angela GAFFNEY

Materials from this session:

Superannuation case studies

Author(s):  Jemma SANDERSON

Materials from this session:

Further details about this event:

 

Copyright Statement
click to expand/collapse