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Global mobility and superannuation paper

Member Price: $57.00
Non Member Price: $75.00

DisclaimerThis material is copyright. Apart from any fair dealing for the purposes of private study, research, criticism or review, as permitted under the Copyright Act, no part may be reproduced by any process without written permission from The Tax Institute.
Unless expressly stated, opinions are not that of The Tax Institute, which accepts no responsibility for the accuracy of any of the information contained within it.

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

This paper 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 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 Tax 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 28 June 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

Keeping up with the ever-evolving SMSF industry

Author(s):  Tim Miller

Materials from this session:

Superannuation contributions – latest strategies and tips

Author(s):  Julie Dolan

Materials from this session:

The most taxing issues in super

Author(s):  Liz Westover

Materials from this session:

SMSF regulator update – what you need to know for 2022

Author(s):  Justin MICALE

Materials from this session:

SMSFs and pensions

Author(s):  Julie Steed

Materials from this session:

SMSF audit – what to expect

Author(s):  Shirley SCHAEFER

Materials from this session:

Global mobility and superannuation

Author(s):  Jemma SANDERSON

Materials from this session:

Panel discussion – The lifecycle of a SMSF – practical issues

Author(s):  Julie Dolan,  Jemma SANDERSON,  Shirley SCHAEFER

Materials from this session:

Further details about this event:

 

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