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Successful SMSF succession paper

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Non Member Price: $75.00

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 14 Jun 16 by WESTERN AUSTRALIAN DIVISION, THE TAX INSTITUTE

This paper covers:

  • recent cases
  • common misconceptions
  • blended families.

Author profile

Jemma Sanderson CTA
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 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 9th edition, and is the author and convener of The Tax Institute’s Graduate Diploma of Applied Tax Law Advanced Superannuation unit. Jemma was recently named as SMSF Adviser of the Year for the second year running at the 2018 National Women in Finance awards, and SMSF Adviser of the year at the 2018 WA SMSF and Accounting Awards.Jemma was the recipient of the Chairman’s Award at the 2018 SMSF Association National Convention for her contribution to the industry. - Current at 05 April 2019
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This was presented at 2016 Superannuation Intensive .

Get a 20% discount when you buy all the items from this event.

Individual sessions

Superannuation regulatory update

Author(s):  Greg BENTLEY

Materials from this session:

Contribution workshop: Case study & answers

Author(s):  Con GOTSIS

Materials from this session:

Strategies for SMSF property transactions

Author(s):  Alan KRAWITZ,  Claire Baggott

Materials from this session:

Successful SMSF succession

Author(s):  Jemma SANDERSON

Materials from this session:

Pension workshop

Author(s):  Katie Timms

Materials from this session:

Further details about this event:

 

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