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Successful SMSF succession 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 10 Jun 16 by SOUTH AUSTRALIAN DIVISION, THE TAX INSTITUTE

This presentation covers:

  • recent cases impacting EP and super
  • common misconceptions
  • are BDBNs foolproof?
  • risk factors to be aware of
  • blended families and a solution to the risks.

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.

 

This was presented at 2016 SA Super Day .

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

Individual sessions

Investments in super

Author(s):  Tim Miller

Materials from this session:

Successful SMSF succession

Author(s):  Jemma SANDERSON

Materials from this session:

Superannuation update

Author(s):  Liz WESTOVER

Materials from this session:

Superannuation contributions - What’s new..?

Author(s):  Alex Reade

Materials from this session:

Pension strategies and taxation issues

Author(s):  Matthew Andruchowycz

Materials from this session:

Life insurance - In or out of SMSF? - Case studies

Author(s):  Tony SIMMONS

Materials from this session:

Further details about this event:

 

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