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Superannuation strategies life begins at 60 – pre and post planning presentation


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.


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 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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