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Contributions paper

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Published on 10 Sep 20 by NATIONAL DIVISION, THE TAX INSTITUTE

This paper covers:

  • work test
  • carry forward unused concessional contributions
  • non-concessional contributions
  • downsizer contribution
  • excess contribution refunds.

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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This was presented at 2020 National Superannuation Online Conference .

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ATO presentation – Issues for large funds

Author(s):  Nadia Alfonsi

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Legislative and regulatory update

Author(s):  Peter BURGESS

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Emerging developments – Large funds

Author(s):  Kimberley Christy,  Prashanthen Ranjit KUMAR

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Current US tax issues for large Australian superannuation funds

Author(s):  Landon McGrew,  Angela Norton,  Peter Oliver,  Michael Plowgian

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Dealing with lumpy assets in SMSFs

Author(s):  Craig DAY

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Contributions

Author(s):  Jemma SANDERSON

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Pensions & SMSFs

Author(s):  Meg HEFFRON

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SMSFRB 2020/1– Where are we now with SMSFs and property development?

Author(s):  Philip BRODERICK

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Unit pricing – An institutional investor perspective

Author(s):  Raewyn Williams

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Live Q&A

Author(s):  Senator the Hon Jane Hume

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Australian equity holdings and use of derivatives – A commercial reality

Author(s):  Steven Carew,  Jonathan Woodger

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Economic outlook – Implications for the superannuation industry

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