SMSFs from an estate planning perspective. 31 March 2021
197 St Georges Terrace
Perth WA 6000
The seminar will cover:
Since the introduction of the Transfer Balance Cap in July 2017 the estate planning landscape in the context of SMSFs has changed substantially. It is expected that a substantial level of wealth will be transferred out of superannuation in the short-term, which has substantial tax and control considerations. Further, even where only one member of a couple dies there are considerations, particularly where real property may be involved, and the practicalities of dealing with any benefits.
In this session Jemma will outline the estate planning considerations with respect to superannuation and how to mitigate the issues and risks.
About the speaker:
Jemma Sanderson 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 to accounting, legal and financial planning groups. Jemma has over thirteen years’ experience in developing dynamic and tailored wealth management and protection strategies for high net worth clients.
Jemma is one of Australia’s leading advisor in relation to SMSFs and is highly regarded for her expertise in this area. She advises in all aspects of operating a SMSF including compliance with the complex rules surrounding SMSFs, contribution strategies, commencing pensions, ensuring the fund has maximised its after tax returns, borrowing strategies and succession of the SMSF. Jemma is highly sought after as a presenter on superannuation and SMSFs across Australia for the Tax Institute, Institute of Chartered Accountants, CPA, STEP and the SMSF Association. Jemma is the author of the Tax Institute’s popular publication the SMSF Guide, now in its ninth edition. Jemma is also the author and convener of the Graduate Diploma in Applied Taxation Law Advanced Superannuation unit facilitated by the Tax Institute.
In August 2019, Jemma was named as the SMSF Adviser of the Year for the third year in a row at the National Women in Finance awards. Jemma received the SMSF Association Chairman’s Award 2017 in February 2018 for her contribution to the industry.