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Transfer balance caps and CGT Relief workshop presentation

Member Price: Free
Non Member Price: $15.00

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Published on 20 Sep 17 by WESTERN AUSTRALIAN DIVISION, THE TAX INSTITUTE

This presentation covers a workshop on transfer balance caps and CGT relief.

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
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This was presented at The New Super Regime: Strategies, Issues & Practical Considerations .

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

Individual sessions

Transfer balance cap and CGT relief

Author(s):  Jemma SANDERSON

Materials from this session:

Total super balances and contributions in the new superannuation environment

Author(s):  Greg BENTLEY

Materials from this session:

Further details about this event:

 

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