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Superannuation update presentation

Member Price: Free
Non Member Price: $15.00

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Published on 22 Aug 13 by WESTERN AUSTRALIAN DIVISION, THE TAX INSTITUTE

Superannuation is the main source for many Australians to fund their retirement and their twilight years. Therefore, it is imperative that we remain abreast of the latest guidance, issues and strategies to provide the most appropriate advice to our clients to enable them to optimise their superannuation. This presentation provides an update on various superannuation issues, including:??

  • the latest on contributions, including guidance from the AAT and the ATO
  • the impact of any superannuation “surcharge” announced??
  • the extension of the pension exemption upon the death of a member??
  • paying out minimum pension payments??
  • how the 5 April 2013 announcements affect your clients.

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.

 

This was presented at 46th Western Australian State Convention .

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

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Superannuation update

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