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Superannuation case studies 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 15 Oct 09 by WESTERN AUSTRALIAN DIVISION, THE TAX INSTITUTE

This presentation covers:

  • resolving excess contributions
  • transition to retirement - What to do when the pension >10%
  • pre 1999 unit trusts - issues going forward with the maintenance of these structures.

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 Superannuation - Issues and Strategies in the Current Environment .

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

Individual sessions

Superannuation contribution issues and strategies

Author(s):  Jemma SANDERSON

Materials from this session:

How to make your fund’s audit go smoothly

Author(s):  Con GOTSIS

Materials from this session:

In-specie transfers

Author(s):  Daniel FRY

Materials from this session:

Where we're at with borrowing with superannuation

Author(s):  John THOMSON

Materials from this session:

Estate planning & superannuation

Author(s):  Angela GAFFNEY

Materials from this session:

Superannuation case studies

Author(s):  Jemma SANDERSON

Materials from this session:

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