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Superannuation: budgeting for change paper

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Non Member Price: $75.00

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Published on 11 Dec 06 by WESTERN AUSTRALIAN DIVISION, THE TAX INSTITUTE

This paper provides an analysis of the key superannuation changes that need to be addressed to ensure that your advice to clients is up-to-date including:

  • taxation of benefits
  • rules for lump sums and pension payments
  • contribution rules
  • deductions for contributions for the self-employed
  • age pension changes
  • untaxed superannuation schemes
  • employer ETPs. 

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
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Superannuation: budgeting for change

Author(s):  Jemma SANDERSON

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