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Superannuation strategies life begins at 60, pre and post planning paper


This paper covers:

  • strategies pre and post age 60
  • opportunities after age 65
  • case studies:
    • gearing into a share portfolio
    • gearing into property:
      • new purchase
      • application to small business clients.

Author profile

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 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 third year running at the 2019 National Women in Finance 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 04 November 2019
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This was presented at Superannuation Intensive .

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

Individual sessions

Superannuation and estate planning

Author(s):  Daniel FRY

Materials from this session:

ATO auditing of SMSF auditors

Author(s):  Sharyn LONG

Materials from this session:

Further details about this event:


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