shopping_cart

Your shopping cart is empty

Pensions 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 09 Nov 12 by WESTERN AUSTRALIAN DIVISION, THE TAX INSTITUTE

With the ability for taxpayers to commence a pension upon attaining their preservation age, there are numerous opportunities and strategies available to consider. However, pension strategies within a fund also need to be considered carefully in light of the minimum (and maximum) pension requirements, as well as the estate planning implications. This paper outlines some of the main strategies with respect to pensions, as well as the areas to be aware of and consider in detail to ensure that the advantages of such strategies are not lost.

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 Super - Are You Getting All The Benefits? .

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

Individual sessions

The changing SMSF environment: A general update

Author(s):  Greg BENTLEY

Materials from this session:

Stronger super measures: How they will impact you

Author(s):  Peter BURGESS

Materials from this session:

Contributions: Tricks, traps and strategies presentation

Author(s):  Peter BURGESS

Materials from this session:

SMSFs and related party transactions: Issues and opportunities

Author(s):  Con GOTSIS

Materials from this session:

Pensions

Author(s):  Jemma SANDERSON

Materials from this session:

Estate planning and winding up an SMSF

Author(s):  Cindy MCDONALD

Materials from this session:

Further details about this event:

 

Copyright Statement