Articles by Jemma Sanderson

Pension reversionary or reversionary-not – there is no try

October 15, 2019

Outside the Star Wars reference, you’re no doubt aware of the transfer balance cap provisions and the complexities of making a pension reversionary.

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Strategy

Where to for estate planning

June 5, 2018

Jemma Sanderson

Estate planning is an aspect of SMSF advice that has renewed relevance since the super reforms were introduced. While certain matters remain under discussion, Jemma Sanderson takes a look at the items requiring consideration now.

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Compliance

Transfers more complicated, but still rewarding

March 30, 2018

Jemma Sanderson

The rules dictating how United Kingdom pensions can be transferred into the Australian superannuation system are not as easy as they once were. Despite this development, these transfers are still possible and can still be very beneficial, writes Jemma Sanderson.

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Strategy

Death benefit anomaly

July 4, 2017

Jemma Sanderson

There is widespread belief certain death benefits have to be exited from the superannuation system under the new legislation to take effect from 1 July. Jemma Sanderson writes this may not be the case.

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Strategy

Getting excess contribution refunds righ

June 26, 2016

Jemma Sanderson

The ability to refund excess superannuation contributions has been a welcome development for individuals. Jemma Sanderson examines the rules that must be followed to ensure the process is performed correctly.

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