Your shopping cart is empty
Transfer Balance Cap paper
Published on 24 Aug 17 by NATIONAL DIVISION, THE TAX INSTITUTE
This paper covers:
- the transfer balance cap
- event based reporting
- death benefits and TBC
- conditions of release
- transition to retirement pensions
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 2017 National Superannuation Conference .
Get a 20% discount when you buy all the items from this event.
Individual sessions
ATO presentation: superannuation funds
Author(s): James O'HALLORANMaterials from this session:
-
insert_drive_file
- insert_chart
Transfer Balance Cap
Author(s): Jemma SANDERSONMaterials from this session:
-
insert_drive_file
- insert_chart
- shopping_cart Add all items to cart - $72.00
2016 Budget Measures – CGT and member taxes issues
Author(s): Brad Ivens, David MILLARMaterials from this session:
-
insert_drive_file
- insert_chart
- shopping_cart Add all items to cart - $72.00
Fixed Trust Issues for SMSFs
Author(s): Daniel SMEDLEY, Philip BRODERICKMaterials from this session:
-
insert_drive_file
- insert_chart
- shopping_cart Add all items to cart - $72.00
Indirect Tax Issues for Large Superannuation Funds
Author(s): Louisa Hately, Steven PATERSONMaterials from this session:
-
insert_drive_file
- insert_chart
- shopping_cart Add all items to cart - $72.00
Fixing Errors in SMSFS – Retirement Phase
Author(s): Melanie DunnMaterials from this session:
-
insert_drive_file
- insert_chart
- shopping_cart Add all items to cart - $72.00
Fixing Errors in SMSFS – Accumulation Phase
Author(s): Shirley SCHAEFERMaterials from this session:
-
insert_drive_file
- insert_chart
- shopping_cart Add all items to cart - $72.00
Indirect taxes
Author(s): James GORDONMaterials from this session:
-
insert_chart
Contributions
Author(s): Mark WILKINSONMaterials from this session:
-
insert_chart
Large Superannuation Fund stream – Domestic income tax issues in investments
Author(s): Prashanthen Ranjit KUMARMaterials from this session:
-
insert_drive_file
- insert_chart
- shopping_cart Add all items to cart - $72.00
Helping Clients RIP Following the Superannuation Reform
Author(s): Thalia DardamanisMaterials from this session:
-
insert_drive_file
- insert_chart
- shopping_cart Add all items to cart - $72.00
Trends in court decisions affecting superannuation funds
Author(s): Michael MATHIESONMaterials from this session:
-
insert_drive_file
- insert_chart
- shopping_cart Add all items to cart - $72.00
International Investments
Author(s): Todd CHESLA, Jeff MILLER, Makoto TAKAHASHIMaterials from this session:
-
insert_drive_file
- insert_chart
- shopping_cart Add all items to cart - $72.00
Discussion with the ATO
Author(s): Kasey MacFarlaneMaterials from this session:
-
insert_drive_file
- insert_chart
Transitional CGT Relief for Pension Assets
Author(s): Graeme COLLEYMaterials from this session:
-
insert_drive_file
- insert_chart
- shopping_cart Add all items to cart - $72.00
Current developments / emerging issues
Author(s): Ken WooMaterials from this session:
-
insert_drive_file
- insert_chart
- shopping_cart Add all items to cart - $72.00
In-house tax function and operating model
Author(s): Meghan SPEERS, Daryn LOOMaterials from this session:
-
insert_drive_file
- insert_chart
- shopping_cart Add all items to cart - $72.00
International Tax Planning for SMSFs
Author(s): Denise HONEYMaterials from this session:
-
insert_chart
Where to for Retirement Incomes and Product Design?
Author(s): Michael RiceMaterials from this session:
-
insert_chart
Further details about this event:
Copyright Statement