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Transfer balance cap and CGT relief 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 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.

 

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 The New Super Regime: Strategies, Issues & Practical Considerations .

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

Individual sessions

Transfer balance cap and CGT relief

Author(s):  Jemma SANDERSON

Materials from this session:

Total super balances and contributions in the new superannuation environment

Author(s):  Greg BENTLEY

Materials from this session:

Further details about this event:

 

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