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Pensions workshop 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.
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 22 Mar 19 by WESTERN AUSTRALIAN DIVISION, THE TAX INSTITUTE

This presentation covers:

  • transition to retirement;
  • reversionary pensions – yes or no?
  • ECPI
  • managing superannuation with multiple funds
  • reserve allocations
  • TBC and death.

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 2019 WA Superannuation Intensive .

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

Individual sessions

SMSFs and property

Author(s):  Philip BRODERICK

Materials from this session:

Pensions workshop - Case study & solutions

Author(s):  Jemma SANDERSON

Materials from this session:

ATO update - SMSF regulation emerging issues

Author(s):  John Ford

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Super death – Almost all you need to know

Author(s):  Peter BOBBIN

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Contributions strategies through the life of a member – Case study and suggested solutions

Author(s):  Greg BENTLEY,  Poonam Di Iorio

Materials from this session:

Contributions strategies through the life of a member – Case study and suggested solutions

Author(s):  Greg BENTLEY,  Poonam Di Iorio

Materials from this session:

Further details about this event:

 

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