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SMSFs and estate planning 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 31 Oct 11 by WESTERN AUSTRALIAN DIVISION, THE TAX INSTITUTE

This presentation covers:

  • pensions on death
  • CGT and Exempt Current Pension Income (ECPI)
  • timing of lump sum benefits and taxation components
  • death benefit 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 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
Click here to expand/collapse more articles by Jemma SANDERSON.

 

This was presented at Death and Taxes - Super and Estate Planning .

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

Individual sessions

Death and taxes: If you will

Author(s):  Modiesha MEEGAHAGE

Materials from this session:

Superannuation

Author(s):  Jemma SANDERSON

Materials from this session:

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