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Superannuation and estate planning 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 01 Nov 10 by WESTERN AUSTRALIAN DIVISION, THE TAX INSTITUTE

This paper covers:

  • recent announcements - estate planning and super
  • practical implications when a member passes away
  • fund reserves.

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
Click here to expand/collapse more articles by Jemma SANDERSON.

 

This was presented at Estate and Succession Planning Intensive .

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

Individual sessions

Vital issues -Testamentary trusts

Author(s):  Arlene MACDONALD

Materials from this session:

Kennon v Spry

Author(s):  William SLOAN

Materials from this session:

Superannuation and estate planning

Author(s):  Jemma SANDERSON

Materials from this session:

Claims against the estate

Author(s):  Craig MCKIE

Materials from this session:

Further details about this event:

 

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