shopping_cart

Your shopping cart is empty

Estate planning and superannuation paper

Published on 18 May 16 by WESTERN AUSTRALIAN DIVISION, THE TAX INSTITUTE

This paper covers:

  • recent cases
  • pensions on death
  • death benefit strategies.

Author profile

Jemma Sanderson CTA
Photo of author, Jemma SANDERSON Jemma Sanderson, CTA, 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 17 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 8th edition, and is the author and convenor of The Tax Institute’s Graduate Diploma of Applied Tax Law Advanced Superannuation unit. - Current at 11 July 2017
Click here to expand/collapse more articles by Jemma SANDERSON.

 

Individual sessions

Further details about this event:

 

Copyright Statement
click to expand/collapse