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Pensions in superannuation presentation

Member Price: Free
Non Member Price: $15.00

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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 04 May 16 by WESTERN AUSTRALIAN DIVISION, THE TAX INSTITUTE

This presentation covers:

  • consideration of preservation components
  • should you take your pension as a lump-sum?
  • to segregate or not - that is the question
  • implementing withdrawal and recontribution strategies
  • 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 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.

 

Individual sessions

Pensions in superannuation tips, traps and strategies

Author(s):  Jemma SANDERSON

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