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Contribution strategies paper

Member Price: $57.00
Non Member Price: $75.00

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 24 Oct 06 by NEW SOUTH WALES DIVISION, THE TAX INSTITUTE

Topics covered in this paper include:

  • post Budget 2006 contribution strategies to 1 July 2007
    • use of multiple entities
    • non-associated employers
    • 10% substantially self-employed
    • TD 2005/29 - Ryan’s Case
    • CGT rollover
    • redundancy, early retirement and golden handshakes
  • contribution strategies post 1 July 2007.

Author profiles

Patrick Cork
Patrick is a Director in the Private Investor Division at Grange. He is a specialist financial planner and acknowledged industry expert in the areas of complex planning. His focus is in planning for high net worth clients and working with self managed superannuation funds. Prior to joining Grange, Patrick was Managing Director of a prominent Perth financial planning practice and is a former Assistant Director in the Department of Social Security. Patrick hold a First Class Honours Degree in Arts, a MBA and is a Certified Financial Planner. - Current at 27 March 2007
Click here to expand/collapse more articles by Patrick CORK.
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 Superannuation Intensive .

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Individual sessions

How to pay a pension from a self-managed superannuation fund

Author(s):  Graeme COLLEY

Materials from this session:

Contribution strategies

Author(s):  Patrick CORK,  Jemma SANDERSON

Materials from this session:

Death and SMSFs

Author(s):  Mark WILKINSON

Materials from this session:

Further details about this event:

 

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