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Superannuation and SMSFs: latest strategies and news paper

Member Price: $57.00
Non Member Price: $75.00

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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 14 Aug 09

The superannuation regime in Australia is continually evolving with many changes resulting in issues and strategies that need to be considered. This paper outlines recent changes to superannuation and the associated strategies and issues, including:

  • superannuation budget announcements
  • traps for superannuation planning in 2009/2010, particularly for the self-employed
  • unit trusts - beyond the pre-1999 deadline
  • the impact of the Henry and Harmer reviews on superannuation
  • strategies for excess non-concessional contributions.

Author profile

Jemma Sanderson CTA
Jemma Sanderson, CTA, 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 20 years’ experience and 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 received a TTI Community Service Award in 2024 for her contribution to the industry. - Current at 07 August 2025
Click here to expand/collapse more articles by Jemma SANDERSON.

 

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