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Contribution and pension update presentation

Member Price: Free
Non Member Price: $15.00

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 19 Jun 14 by SOUTH AUSTRALIAN DIVISION, THE TAX INSTITUTE

This presentation covers:

  • lessons from the AAT
  • latest from the ATO
  • concessional contribution rules and issues
    • refund of excess
    • Division 293 tax
  • excess non-concessional contributions NO MORE
  • timing 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 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 SA Annual Super Day .

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

Individual sessions

Contribution and pension update

Author(s):  Jemma SANDERSON

Materials from this session:

Reducing de facto death duties on the payment of superannuation death benefits to adult children

Author(s):  Suzanne MACKENZIE

Materials from this session:

The ATO role in the administration of superannuation

Author(s):  Stuart FORSYTH

Materials from this session:

Superannuation & investment markets

Author(s):  David MIDDLETON

Materials from this session:

Migration of primary production land to super

Author(s):  Matthew Andruchowycz

Materials from this session:

Further details about this event:

 

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