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With the ATO reporting requirements in place for Transfer Balance Cap purposes, it is important that the appropriate processes and procedures are in place in our businesses to ensure that the practical side of starting, stopping and managing pensions for our clients is undertaken correctly. Once a pension is commenced doesn’t mean there is no further reporting, valuation considerations or administration regarding the pension. This session will outline the practical considerations with respect to pensions for our clients.
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.
Price for Members