Skip to main content

Your shopping cart is empty

Pension strategies and succession planning pre and post 30 June 2007 presentation


This presentation covers:

  • implications of electing to fall under the new pension regime
  • pension effectiveness for under 60s
  • pension restructuring opportunities prior to 30 June 2007
  • tax implications on exit
  • creating reserves
  • withdrawal and re-contribution strategies.

Author profiles:

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.
Patrick Cork
Patrick is a Director in the Private Investor Division at Grange. He is a specialist financial planner and acknowledged industry expert in the areas of complex planning. His focus is in planning for high net worth clients and working with self managed superannuation funds. Prior to joining Grange, Patrick was Managing Director of a prominent Perth financial planning practice and is a former Assistant Director in the Department of Social Security. Patrick hold a First Class Honours Degree in Arts, a MBA and is a Certified Financial Planner. Current at 27 March 2007 Click here to expand/collapse more articles by Patrick CORK.

This was presented at Superannuation Intensive.

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

Individual sessions

Further details about this event:


Copyright Statement