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Pension strategies pre and post June 2007 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 02 May 07 by NEW SOUTH WALES DIVISION, THE TAX INSTITUTE

This paper covers:

  • implications of electing to fall under the new pension regime
  • pension effectiveness for under 60s
  • pension restructuring opportunities prior to 30 June 2007
  • tax implications on exit
  • creating reserves
  • withdrawal and re-contribution strategies.

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 Superannuation Intensive .

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Individual sessions

Superannuation: getting money into the fund

Author(s):  Hugh TAYLOR

Materials from this session:

Investment restrictions and strategies for SMSFs

Author(s):  Denis BARLIN

Materials from this session:

Pension strategies pre and post 30 June 2007

Author(s):  Jemma SANDERSON

Materials from this session:

Further details about this event:

 

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