Published on 20 Sep 17
by WESTERN AUSTRALIAN DIVISION, THE TAX INSTITUTE
This paper covers a case study and solutions on transfer balance cap and CGT relief.
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