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Superannuation Series - Part 6: Pensions workshop

Wednesday, 20 May 2020 - 1:00 PM to
Wednesday, 20 May 2020 - 2:30 PM
     

Registration Time:

Member Price: $100.00

Non Member Price: $120.00

CPD hours:1.50

Part 6: Pensions workshop

This presentation will consider in detail the issues to review, strategies to consider and the practicalities of optimising pensions for clients, including consideration of:

  • Managing transfer balance caps and total superannuation balances including ATO views
  • Current methods of ECPI calculations
  • Transition to retirement income streams
  • Conditions of release

Presenter: Jemma Sanderson, CTA, Cooper Partners Financial Services

Jemma Sanderson, CTA, is a Director at 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 is a regular presenter on superannuation and SMSFs for The Tax Institute and other professional bodies across Australia. Jemma is the author of the popular SMSF Guide published by The Tax Institute, currently in its 9th edition, and is the author and convener of The Tax Institute’s Graduate Diploma of Applied Tax Law Advanced Superannuation unit. Jemma was recently named as SMSF Adviser of the Year for the third year running at the 2019 National Women in Finance awards. Jemma was the recipient of the Chairman’s Award at the 2018 SMSF Association National Convention for her contribution to the industry.

Special Offer

Register for the entire 10-part 2020 National Superannuation Webinar Series and save $205.