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Managing superannuation - A practical overview 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 11 Apr 13 by NATIONAL DIVISION, THE TAX INSTITUTE

This presentation specifically examined the latest superannuation news, legislation changes and ATO updates including:

  • Recent superannuation news, rulings and ATO updates:
    • cases regarding SMSFs
    • developments regarding implementation of Cooper reforms
    • ATO IDs and other ATO announcements.
  • TR 2011/D3 and the MYEFO announcement:
    • consideration for estate planning
    • areas of concern not outlined in the MYEFO announcement
    • interaction with other estate planning and superannuation strategies.
  • SMSFR 2012/1 – Borrowing ruling:
    • ATO view on replacement assets and single acquirable asset
    • consideration of repairs, maintenance and renovations
    • areas of concern and practical implications.
  • Contributions to superannuation:
    • recent contribution developments and cases
    • where are we with contribution reform?
    • common excess contribution scenarios to avoid.
  • Worked case studies:
    • common contribution issues
    • borrowing in superannuation
    • contributions strategies
    • payment of benefits on death post MYEFO announcement.

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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Managing superannuation - A practical overview

Author(s):  Jemma SANDERSON

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