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Life begins at 60 - pre and post superannuation planning presentation


The Simpler Superannuation changes in the 2006 Budget that came into effect on 1 July 2007 will have far-reaching effects on retirement and estate planning for clients. Strategies will be necessary to optimise both the tax effectiveness for clients, and the tax effectiveness for their beneficiaries. This presentation delves into the following strategies:

  • what to do before age 60
  • between 60 and 65 - how can superannuation be optimised
  • beyond 65 - what opportunities are available?

Author profile:

Author Photo - Jemma Sanderson CTA
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 has over 15 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 7th edition, and is the author and convenor of The Tax Institute's Graduate Diploma of Applied Tax Law Advanced Superannuation unit. Current at 19 September 2016 Click here to expand/collapse more articles by Jemma SANDERSON.

This was presented at Life Begins at 60: Pre & Post Planning.

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Individual sessions

Tax update: December 2007 tax update

Author(s):  Gary GLOVER

Materials from this session:

Life begins at 60 - pre and post superannuation planning

Author(s):  Jemma SANDERSON

Materials from this session:

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