SMSFs from an estate planning perspective. 31 March 2021

Host group
Host Left
Hosted by
STEP Western Australia
Event Type
Meeting/Seminar
Date
Venue

O'Sullivan Davies
Level 27
197 St Georges Terrace
Perth WA 6000
Australia

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.

Cost group
Event Cost
Australian Dollar
50.00
Members
Australian Dollar
120.00
Non-members
Schedule
17:30 - 19:30
CPD Points
CPD Certificates are not automatically supplied following an event. Should you require a CPD certificate confirming your attendance at an event please contact the person on the calendar listing to request this.
1 CPD point in Competency Area 4
Payment Options
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Contact
Add to Calendar 2021-03-31 00:00:00 2021-03-31 00:00:00 SMSFs from an estate planning perspective. 31 March 2021 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. O'Sullivan Davies Level 27 197 St Georges Terrace Perth WA 6000 Australia STEP Western Australia STEP Western Australia Europe/London public