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Entering the pension phase 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.
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Published on 18 Jun 15 by WESTERN AUSTRALIAN DIVISION, THE TAX INSTITUTE

This presentation covers:

  • should you take your pension as a lump-sum?
  • to segregate or not - that is the question
  • commuting and recommencing - should you being doing this?
  • should a client even be commencing an income stream?
  • Centrelink impact.

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
Click here to expand/collapse more articles by Jemma SANDERSON.

 

This was presented at Superannuation Day .

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Individual sessions

Superannuation regulatory update

Author(s):  Greg BENTLEY

Materials from this session:

Exploring the practicalities of super fund borrowing

Author(s):  Ron DOIG

Materials from this session:

Entering the pension phase

Author(s):  Jemma SANDERSON

Materials from this session:

Property in superannuation

Author(s):  Jemma SANDERSON

Materials from this session:

The concept of control, as it applies to super, family trusts and succession in general

Author(s):  Morgan Solomon

Materials from this session:

SMSFs & insurance - A forgotten opportunity or a headache?

Author(s):  Katie Timms

Materials from this session:

Further details about this event:

 

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