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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?
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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 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
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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