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Estate planning and super workshop presentation
Published on 30 Mar 17 by WESTERN AUSTRALIAN DIVISION, THE TAX INSTITUTE
This presentation covers:
- death & TBC
- workshop.
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 2025Daniel Fry CTA
Daniel is a partner of EY Law specialising in the provision of legal and tax services to high net worth individuals and their related companies and trusts. He is a chartered accountant and solicitor who has over 20 years of experience in revenue law. He practises in all areas of tax and duty but has a particular focus on superannuation, estate planning, trusts, business structuring, capital gains tax and dealing with the ATO in relation to tax disputes. Daniel is also a Chartered Tax Adviser of The Tax Institute and currently serves as a member of the state council for its WA division. Daniel has been named in Doyle’s Guide as one of the leading tax lawyers in WA and is a key member of the EY Law team in Perth that was recognised as the leading tax law firm in WA in 2016 and 2017. - Current at 15 March 2018
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 GOTSISMaterials from this session:
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Pensions in superannuation
Author(s): Jemma SANDERSONMaterials from this session:
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PCG 2016/5: Limited recourse borrowing
Author(s): Katie TimmsMaterials from this session:
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Contributing to super workshop
Author(s): Liz WESTOVERMaterials from this session:
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SMSF audits: Critical issues to consider
Author(s): Greg BENTLEYMaterials from this session:
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Estate planning and super workshop
Author(s): Jemma SANDERSON, Daniel FRYMaterials from this session:
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