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Session 3: Pensions under the new regime – Considerations, strategies and practicalities video

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Member Price: $99.00
Non Member Price: $121.00

Publication date: 10 Jul 18 | Source: NATIONAL DIVISION, THE TAX INSTITUTE

This video is the recorded 10 July 2018 webinar from the superannuation series. It covers:

  • transfer balance account reporting – timing, what is reported, automation and educating our clients
  • optimising the TBC – pension payments greater than the minimum
  • market linked pensions – areas to be aware of after 1 july 2017
  • transition to Retirement pensions – still worthwhile, or old news?

Purchase individual materials from this session:

Superannuation webinar series 2018 bundle
Author(s):  Jemma SANDERSON

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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