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Pension planning in 2022 and beyond presentation

Member Price: Free
Non Member Price: $15.00

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Published on 15 Sep 22

This presentation examines strategic pension planning under the current and proposed rules and will include:

  • Transition to retirement income streams – when to use them?
  • Account-based pensions and managing the transfer balance cap
  • Commuting “complying pensions” under new and proposed laws
  • Multiple pensions vs consolidating pensions – which is better?
  • Reversionary pensions vs non-reversionary pensions – which to choose?

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 National Superannuation Conference .

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Individual sessions

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Author(s):  Matthew Lane,  Dinh Dinh Dang

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Pension planning in 2022 and beyond

Author(s):  Jemma SANDERSON

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ATO presentation – Issues for Large Funds

Author(s):  Nadia Alfonsi,  Blake Sly

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The death benefit toolkit

Author(s):  Peter BOBBIN

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Foreign issues in emerging markets

Author(s):  Brad Ivens,  Darius Lalkaka

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Property and SMSFs – how to structure

Author(s):  Philip BRODERICK

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Dodging disaster with the seven Ds

Author(s):  Julie Steed

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Tax Policy & Advocacy update

Author(s):  Scott TREATT,  Julie Abdalla,  Abhishek Shekhawat

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Recent court decisions of importance for the superannuation industry

Author(s):  Stanley Drummond,  Holly Marchant

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NALI/NALE and SMSFs investing in companies and trusts

Author(s):  Daniel BUTLER

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Domestic investments

Author(s):  Shahzeb Panhwar

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Dealing with your auditor

Author(s):  Shirley SCHAEFER

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Navigating an ATO review

Author(s):  Stephen Chen,  Jeremy GEALE

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Contributions strategies in 2023 and beyond

Author(s):  Craig DAY

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Closing Keynote – Super’s wicked challenge

Author(s):  Nicolette Rubinsztein

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