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Pensions in superannuation paper

Member Price: $57.00
Non Member Price: $75.00

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 30 Mar 17 by WESTERN AUSTRALIAN DIVISION, THE TAX INSTITUTE

This paper covers:

  • the transfer balance cap
  • capital gains tax relief
  • transition to retirement pensions
  • strategies, tips & traps.

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 WA Superannuation Intensive .

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

Individual sessions

Property & SMSF masterclass

Author(s):  Con GOTSIS

Materials from this session:

Pensions in superannuation

Author(s):  Jemma SANDERSON

Materials from this session:

PCG 2016/5: Limited recourse borrowing

Author(s):  Katie Timms

Materials from this session:

Contributing to super workshop

Author(s):  Liz WESTOVER

Materials from this session:

SMSF audits: Critical issues to consider

Author(s):  Greg BENTLEY

Materials from this session:

Estate planning and super workshop

Author(s):  Jemma SANDERSON,  Daniel FRY

Materials from this session:

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