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Estate planning and superannuation presentation

Member Price: Free
Non Member Price: $15.00

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Published on 08 Feb 13 by WESTERN AUSTRALIAN DIVISION, THE TAX INSTITUTE

In the Mid-Year Economic and Fiscal Outlook in November 2012 a significant change was announced by the Treasurer with respect to pensions and tax in superannuation. This was in response to substantial lobbying by the industry to clarify certain areas of TR 2011/D3 and provide certainty to superannuation fund members. This is a welcome announcement from the Government, however further areas are yet to be confirmed that are important from an estate planning perspective within superannuation and need to be considered in detail.

This presentation outlines the following:

  • what the MYEFO announcement actually means for your clients
  • the actuarial requirements within a fund upon the passing of a member
  • the interaction of the pension exemption and the treatment of taxation components in superannuation
  • strategies available to enhance benefits from an estate planning perspective.

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 Planning Day 2013 .

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

Individual sessions

Estate planning and superannuation

Author(s):  Jemma SANDERSON

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UK inheritance tax

Author(s):  Colleen Handy

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Challenges to wills

Author(s):  Sally BRUCE

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Interaction between family law and succession law

Author(s):  Andrew DAVIES

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Act as an executor? A service for clients or living the nightmare?

Author(s):  Craig MCKIE

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Further details about this event:

 

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