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Superannuation presentation

Published on 14 Mar 12 by NATIONAL DIVISION, THE TAX INSTITUTE

This presentation covers:

  • transferring assets to superannuation
  • strategies to manage excess contributions
  • small business CGT concessions
  • borrowing in superannuation update
  • unit trusts in superannuation.

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 25 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, the SMSF Guide, in its ninth edition. Jemma received the 2024 Community Service Award at The Tax Institute’s Tax Summit for her contribution to the the Tax Institute. - Current at 05 May 2026
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This was presented at 27th National Convention .

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