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Contributions paper

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DisclaimerThis material is copyright. Apart from any fair dealing for the purposes of private study, research, criticism or review, as permitted under the Copyright Act, no part may be reproduced by any process without written permission from The Tax Institute.
Unless expressly stated, opinions are not that of The Tax Institute, which accepts no responsibility for the accuracy of any of the information contained within it.

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
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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 Alfonsi

Materials from this session:

Legislative and regulatory update

Author(s):  Peter BURGESS

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Emerging developments – Large funds

Author(s):  Kimberley Christy,  Prashanthen Ranjit KUMAR

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Current US tax issues for large Australian superannuation funds

Author(s):  Landon McGrew,  Angela Norton,  Peter Oliver,  Michael Plowgian

Materials from this session:

Dealing with lumpy assets in SMSFs

Author(s):  Craig DAY

Materials from this session:

Contributions

Author(s):  Jemma SANDERSON

Materials from this session:

Pensions & SMSFs

Author(s):  Meg HEFFRON

Materials from this session:

SMSFRB 2020/1– Where are we now with SMSFs and property development?

Author(s):  Philip BRODERICK

Materials from this session:

Unit pricing – An institutional investor perspective

Author(s):  Raewyn Williams

Materials from this session:

Live Q&A

Author(s):  Senator the Hon Jane Hume

Materials from this session:

Australian equity holdings and use of derivatives – A commercial reality

Author(s):  Steven Carew,  Jonathan Woodger

Materials from this session:

Economic outlook – Implications for the superannuation industry

Author(s):  Craig James

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