shopping_cart

Your shopping cart is empty

Global mobility and superannuation podcast

Published on 30 Mar 22 by NATIONAL DIVISION, THE TAX INSTITUTE

This podcast covers:

  • Transferring money from foreign super onshore
  • Transferring money from Australian super offshore
  • Foreign superannuation fund considerations
  • Foreign trust considerations
  • Residency of SMSFs post 2021/2022 Budget announcements
  • SMSF and the IRS – what do you need to know?
  • SMSF with ROPS status – what are the reporting obligations?
  • Applicable Fund Earning calculations and considerations
  • How divorce might impact overseas pension schemes.

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
Click here to expand/collapse more articles by Jemma SANDERSON.

 

This was presented at Superannuation Intensive .

Get a 20% discount when you buy all the items from this event.

Individual sessions

Superannuation contributions – latest strategies and tips

Author(s):  Julie Dolan

Materials from this session:


SMSF regulator update – what you need to know for 2022

Author(s):  Justin MICALE

Materials from this session:





Further details about this event:

 

Copyright Statement