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Transfer Balance Cap paper

Published on 24 Aug 17 by NATIONAL DIVISION, THE TAX INSTITUTE

This paper covers:

  • the transfer balance cap
  • event based reporting 
  • death benefits and TBC
  • conditions of release
  • transition to retirement pensions

Author profile

Jemma Sanderson CTA
Jemma Sanderson 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 30 January 2020
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This was presented at 2017 National Superannuation Conference .

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Individual sessions

ATO presentation: superannuation funds

Author(s):  James O'HALLORAN

Materials from this session:







Indirect taxes

Author(s):  James GORDON

Materials from this session:

Contributions

Author(s):  Mark WILKINSON

Materials from this session:





Discussion with the ATO

Author(s):  Kasey MacFarlane

Materials from this session:




International Tax Planning for SMSFs

Author(s):  Denise HONEY

Materials from this session:

Where to for Retirement Incomes and Product Design?

Author(s):  Michael Rice

Materials from this session:

Further details about this event:

 

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