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Pensions presentation

Published on 09 Nov 12 by WESTERN AUSTRALIAN DIVISION, THE TAX INSTITUTE

With the ability for taxpayers to commence a pension upon attaining their preservation age, there are numerous opportunities and strategies available to consider. However, pension strategies within a fund also need to be considered carefully in light of the minimum (and maximum) pension requirements, as well as the estate planning implications. This presentation outlines some of the main strategies with respect to pensions, as well as the areas to be aware of and consider in detail to ensure that the advantages of such strategies are not lost.

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 accounting, legal and financial planning groups. Jemma has over 20 years’ experience in developing complex strategies for high net worth clients. Jemma is a regular presenter on superannuation and SMSFs for the professional bodies across the country, and is the author of The Tax Institute’s popular publication for SMSF Advisers, the SMSF Guide, in its ninth edition. 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 20 July 2022
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This was presented at Super - Are You Getting All The Benefits? .

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