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Estate planning and SMSFs video
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Member Price: $99.00
Non Member Price: $121.00
Publication date: 18 May 16 | Source: WESTERN AUSTRALIAN DIVISION, THE TAX INSTITUTE
Abstract:
This video is the recorded 18 May 2016 superannuation webinar series - estate planning and SMSFs. It covers:
- managing succession in light of recent cases
- taxation considerations - in the fund and for beneficiaries
- anti-detriment - the impact of its proposed removal to SMSFs
- reserves in superannuation – are they worthwhile?
Purchase individual materials from this session:
Estate planning and superannuation
Author(s):
Jemma SANDERSON
Material from this session:
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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 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
Individual sessions
Estate planning and superannuation
Author(s): Jemma SANDERSONMaterials from this session:
-
insert_drive_file
- insert_chart
- ondemand_video
- shopping_cart Add all items to cart - $168.80
Further details about this event:
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