Three minutes with Jemma Sanderson, CTA, the author of our SMSF Guide 2012 and Director at Cooper Partners Financial Services, who is presenting at our upcoming superannuation seminars.
What hot topics will you be covering?
The last six months has seen some great guidance from the ATO, as well as draft legislation with respect to pensions and the pension exemption. We have been waiting impatiently for such guidance since the release of TR 2011/D3 in July 2011, so there will be a bit of time spent on this area, as well as the ATO’s practice when a fund fails to pay a minimum payment in a particular year.
Contributions are always a hot topic, so I’ll also be outlining some new areas to watch in that space.
What can participants expect to take away from the day?
Some practical tips and traps for them to apply to their client bases with respect to pensions and contributions, as well as consideration of the opportunities available. We often concentrate on what the legislation says we can’t do, rather than what we can do in terms of planning in SMSF’s.
What do you enjoy most about presenting at the roadshows?
It’s always great to see new faces around the country and chat to the delegates about the sorts of issues they are facing in this space. Often a quick chat can lead to a solution for a client, so that is always a positive.
The Tax Institute is Australia’s leading professional association in tax. Its 13,000 members include tax agents, accountants and lawyers as well as tax practitioners in corporations, government and academia.