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Panel discussion – The lifecycle of a SMSF – practical issues podcast

Member Price: $35.00
Non Member Price: $43.00

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Published on 30 Mar 22 by NATIONAL DIVISION, THE TAX INSTITUTE

This podcast covers a panel of leading experts discussing some of the most important, complex and relevant practical issues that practitioners encounter during the lifecycle of a SMSF.

Author profiles

Julie Dolan
Julie Dolan is the National Head of Superannuation and Estate Planning as well as the Sector Lead ‘Asset & Wealth Management – Financial Services’ for KPMG Enterprise. She is well recognised in the industry as a regular author & presenter as well as being involved in a number of technical committees. Julie has decades of experience in advising clients and industry in the areas of superannuation structuring and advice, taxation, succession and estate planning. When it comes to superannuation, her clients range from large APRA funds right through to SMSF’s. - Current at 08 November 2023
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.
Shirley Schaefer
Shirley Schaefer is one of the Superannuation leaders at BDO, an auditor by training and a SMSF expert by choice. Shirley’s passion for all things super is well known.  She has been working in the super space for over 25 years and is an expert in all things SMSF. Shirley is a regular speaker at superannuation, SMSF and Audit conferences. She provides SMSF competency training for accountants and auditors and is the co-author of the Thomson Reuters SMSF Audit Guide. - Current at 18 November 2025
Click here to expand/collapse more articles by Shirley SCHAEFER.

 

This was presented at Superannuation Intensive .

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

Individual sessions

Keeping up with the ever-evolving SMSF industry

Author(s):  Tim Miller

Materials from this session:

Superannuation contributions – latest strategies and tips

Author(s):  Julie Dolan

Materials from this session:

The most taxing issues in super

Author(s):  Liz Westover

Materials from this session:

SMSF regulator update – what you need to know for 2022

Author(s):  Justin MICALE

Materials from this session:

SMSFs and pensions

Author(s):  Julie Steed

Materials from this session:

SMSF audit – what to expect

Author(s):  Shirley SCHAEFER

Materials from this session:

Global mobility and superannuation

Author(s):  Jemma SANDERSON

Materials from this session:

Panel discussion – The lifecycle of a SMSF – practical issues

Author(s):  Julie Dolan,  Jemma SANDERSON,  Shirley SCHAEFER

Materials from this session:

Further details about this event:

 

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