NC2019- C4B -Pensions and the TBC – Issues and strategies for our new normal

The Transfer Balance Cap is now enshrined in our businesses and requires substantial consideration for our clients as part of their retirement planning, estate planning and meeting their living needs. Once a pension is commenced doesn’t mean there are no further matters to resolve with respect to such a pension, and this session will consider in detail the issues to review and strategies to consider to optimise pensions for our clients.

Details

Knowledge Area:
Benefit Payments, Taxation
CPD Points:
1

Speakers:

Jemma Sanderson SSA

Jemma Sanderson is a Director of Cooper Partners Financial Services, heading up their SMSF specialist services. Jemma has over 16 years experience in providing 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 a Bachelor of Commerce from UWA and is a Certified Financial Planner, a Specialist Member of the SMSF Association (SMSFA), Chartered Tax Adviser and Trusts and Estate Practitioner. Jemma is a regular presenter on superannuation and SMSFs for the Taxation Institute, Institute of Chartered Accountants, CPA and SMSFA across Australia, and is the author of the popular publication “SMSF Guide”, published by the Taxation Institute, currently in its seventh edition.