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Transfer balance cap and CGT relief paper

Published on 20 Sep 17 by WESTERN AUSTRALIAN DIVISION, THE TAX INSTITUTE

This paper covers a case study and solutions on transfer balance cap and CGT relief.

 

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 The New Super Regime: Strategies, Issues & Practical Considerations .

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Individual sessions

Total super balances and contributions in the new superannuation environment

Author(s):  Greg BENTLEY

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