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Pensions in superannuation new law, tips, traps and strategies paper

Published on 29 Nov 16 by WESTERN AUSTRALIAN DIVISION, THE TAX INSTITUTE

This paper covers:

  • background – pre Budget 2016
  • the transfer balance cap
  • special rules upon death
  • capital gains tax relief
  • transition to retirement pensions
  • strategies, tips & traps.

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
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This was presented at Super Update What You Need to Know Now! .

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Individual sessions


ATO SMSF update

Author(s):  Howard Dickinson

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