Your shopping cart is empty
Contributions paper
Published on 10 Sep 20 by NATIONAL DIVISION, THE TAX INSTITUTE
This paper covers:
- work test
- carry forward unused concessional contributions
- non-concessional contributions
- downsizer contribution
- excess contribution refunds.
Author profile
Jemma Sanderson CTA
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
This was presented at 2020 National Superannuation Online Conference .
Get a 20% discount when you buy all the items from this event.
Individual sessions
ATO presentation – Issues for large funds
Author(s): Nadia AlfonsiMaterials from this session:
-
insert_chart
- ondemand_video
- headset
- shopping_cart Add all items to cart - $131.20
Legislative and regulatory update
Author(s): Peter BURGESSMaterials from this session:
-
insert_chart
- ondemand_video
- headset
- shopping_cart Add all items to cart - $143.20
Emerging developments – Large funds
Author(s): Kimberley Christy, Prashanthen Ranjit KUMARMaterials from this session:
-
insert_drive_file
- insert_chart
- ondemand_video
- headset
- shopping_cart Add all items to cart - $265.60
Current US tax issues for large Australian superannuation funds
Author(s): Landon McGrew, Angela Norton, Peter Oliver, Michael PlowgianMaterials from this session:
-
insert_chart
- ondemand_video
- headset
- shopping_cart Add all items to cart - $143.20
Dealing with lumpy assets in SMSFs
Author(s): Craig DAYMaterials from this session:
-
insert_drive_file
- insert_chart
- ondemand_video
- headset
- shopping_cart Add all items to cart - $203.20
Contributions
Author(s): Jemma SANDERSONMaterials from this session:
-
insert_drive_file
- insert_chart
- ondemand_video
- headset
- shopping_cart Add all items to cart - $265.60
Pensions & SMSFs
Author(s): Meg HEFFRONMaterials from this session:
-
insert_drive_file
- insert_chart
- ondemand_video
- headset
- shopping_cart Add all items to cart - $203.20
SMSFRB 2020/1– Where are we now with SMSFs and property development?
Author(s): Philip BRODERICKMaterials from this session:
-
insert_drive_file
- insert_chart
- ondemand_video
- headset
- shopping_cart Add all items to cart - $203.20
Unit pricing – An institutional investor perspective
Author(s): Raewyn WilliamsMaterials from this session:
-
insert_chart
- ondemand_video
- headset
- shopping_cart Add all items to cart - $205.60
Live Q&A
Author(s): Senator the Hon Jane HumeMaterials from this session:
-
ondemand_video
- headset
- shopping_cart Add all items to cart - $131.20
Australian equity holdings and use of derivatives – A commercial reality
Author(s): Steven Carew, Jonathan WoodgerMaterials from this session:
-
ondemand_video
- headset
- shopping_cart Add all items to cart - $131.20
Economic outlook – Implications for the superannuation industry
Author(s): Craig JamesMaterials from this session:
-
insert_chart
- ondemand_video
- headset
- shopping_cart Add all items to cart - $143.20
Further details about this event:
Copyright Statement