Published on 11 Apr 08
by WESTERN AUSTRALIAN DIVISION, THE TAX INSTITUTE
This is a large presentation (approximately 60 slides) covering:
- 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.
Additionally, this presentation covers a number of case studies:
- Gearing into shares:
- example of prudent gearing over time
- new strategy - reducing SMSF tax bill
- new strategy - contribution limits and contributions tax
- Gearing into property - new purchase
- Gearing into property - small business acquisition of premises.
Jemma 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
06 January 2021