This video is the recorded 12 July 2018 webinar from the superannuation series. It covers guidance on the implications for estate planning for your clients under the new rules, and the areas where you can add value and ensure that your client’s intentions with respect to their superannuation is satisfied upon their passing.
Jemma 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. Jemma was recently named as SMSF Adviser of the Year at the 2017 National Women in Finance awards.
- Current at
08 January 2018