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Superannuation – Current state of affairs post 1 July 2017 presentation

Member Price: Free
Non Member Price: $15.00

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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 17 Aug 17 by WESTERN AUSTRALIAN DIVISION, THE TAX INSTITUTE

This presentation covers:

  • contributions to superannuation
  • transfer balance cap
  • special rules upon death
  • capital gains tax relief
  • transition to retirement pensions
  • non-arm’s length income.

Author profiles

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.
Hoa Wood
Hoa Wood is the Deputy Commissioner Private Wealth – Behaviours of Concern (ATO). Hoa leads a business line that drives innovative holistic solutions to address deliberate, systemic, or complex behavioural issues that pose the biggest threats to the integrity of the tax, super and registry systems. The newly formed stream focuses on the highest risk taxpayers, promoters and facilitators who deliberately attempt to circumvent and exploit the tax and superannuation system. With over 20 years of experience in tax administration in both the ATO and the Treasury, Hoa has previously been responsible for tax compliance in the individuals not in business client segment; engagement with the tax profession and as Deputy Chief Tax Counsel focussed on superannuation and indirect tax issues. - Current at 11 August 2023

 

This was presented at 50th Western Australia State Convention .

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

Individual sessions

Tax Administration Continuum - "The Law was Made for Man, not Man for the Law"

Author(s):  Andrew MILLS

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Superannuation – Current state of affairs post 1 July 2017

Author(s):  Jemma SANDERSON

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The New Small Business Restructure Rollover: The opportunities

Author(s):  Alan KRAWITZ,  Daniel Taborsky

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Corporate Tax: Residency and the tax rates

Author(s):  Robert DEUTSCH

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Appointors and Guardians: Getting trust deeds right

Author(s):  Grahame Young

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Division 7A: Dealing with the “Here and Now”

Author(s):  Richard J FRIEND

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All the things I forgot I knew about tax consolidations

Author(s):  Tracey RENS

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Wealth management, part IVA and related issues – Cold trusts and hot topics

Author(s):  Peter WALMSLEY

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The Potential Income Tax Costs of Forgiven Debt

Author(s):  Tristan Boyd

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Bob the Builder – But is He Also a Developer?

Author(s):  Corey BEAT

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Tax Dispute Resolution in the Modern Era

Author(s):  Jonathon LEEK

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