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Member Price: $99.00
Non Member Price: $121.00
Publication date: 10 Sep 20 | Source: NATIONAL DIVISION, THE TAX INSTITUTE
Abstract:
This video covers:
- work test changes
- carry forward concessional contribution cap
- bring forward periods – what’s new, and what does a new financial year mean?
- withdrawal and recontribution strategies
- downsizer contributions
- refunding excess contributions.
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Contributions
Author(s):
Jemma SANDERSON
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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 2025This was presented at 2020 National Superannuation Online Conference .
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