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Pension tips and traps post 30 June 2007 - what to do now presentation

Published on 14 Mar 07 by NEW SOUTH WALES DIVISION, THE TAX INSTITUTE

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
  • estate planning implications.
This was also presented at the Breakfast Club seminar held in Perth on 16 May 2007.

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.
 
Individual sessions

Pension tips and traps post 30 June 2007 - what to do now

Author(s):  Jemma SANDERSON

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