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Pensions workshop presentation

Member Price: Free
Non Member Price: $15.00

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 17 by WESTERN AUSTRALIAN DIVISION, THE TAX INSTITUTE

This presentation covers:

  • background;
  • TBC summary;
  • workshop.

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
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This was presented at WA Superannuation Intensive .

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

Individual sessions

Property & SMSF masterclass

Author(s):  Con GOTSIS

Materials from this session:

Pensions in superannuation

Author(s):  Jemma SANDERSON

Materials from this session:

PCG 2016/5: Limited recourse borrowing

Author(s):  Katie Timms

Materials from this session:

Contributing to super workshop

Author(s):  Liz WESTOVER

Materials from this session:

SMSF audits: Critical issues to consider

Author(s):  Greg BENTLEY

Materials from this session:

Estate planning and super workshop

Author(s):  Jemma SANDERSON,  Daniel FRY

Materials from this session:

Further details about this event:

 

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