Your shopping cart is empty
Tips, traps and strategies for pension commencement paper
Published on 29 Aug 19 by NATIONAL DIVISION, THE TAX INSTITUTE
This paper covers:
- transition to retirement pensions
- conditions of release
- reversionary pensions
- payments greater than the minimum.
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
This was presented at 2019 National Superannuation Conference .
Get a 20% discount when you buy all the items from this event.
Individual sessions
The ultimate guide to understanding ECPI and segregation
Author(s): Melanie DunnMaterials from this session:
-
insert_drive_file
- insert_chart
- shopping_cart Add all items to cart - $72.00
Legislative and reform update - SMSFs
Author(s): Peter BURGESSMaterials from this session:
-
insert_drive_file
- insert_chart
- shopping_cart Add all items to cart - $72.00
Tips, traps and strategies for pension commencement
Author(s): Jemma SANDERSONMaterials from this session:
-
insert_drive_file
- insert_chart
- shopping_cart Add all items to cart - $72.00
Superannuation death benefits – Recent cases and thinking
Author(s): Peter BOBBINMaterials from this session:
-
insert_drive_file
- insert_chart
- shopping_cart Add all items to cart - $72.00
Economic outlook: Implications for superannuation industry
Author(s): Craig JamesMaterials from this session:
-
insert_chart
Further details about this event:
Copyright Statement