Jemma Sanderson is a Director of 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 has over thirteen years experience in developing dynamic and tailored wealth management and protection strategies for high net worth clients.
Jemma is WA’s leading advisor in relation to SMSF’s and is highly regarded for her expertise in this area. She advises in all aspects of operating a SMSF including compliance with the complex rules surrounding SMSF’s, contribution strategies, commencing pensions, ensuring the fund has maximised its after tax returns, borrowing strategies and succession of the SMSF. Jemma’s experience includes developing business and estate succession plans, establishing appropriate structures to protect your personal and family wealth from being exposed to any unforeseen business event, and project managing family settlements. Jemma heads up our Family Office services where we co-ordinate all your professional advisors to optimise the outcomes so all providers are focussed on the same key objectives of your family wealth in a tax efficient manner.
Prior to joining Cooper Partners in June 2008, Jemma worked for Grange Securities and subsequently Lehman Brothers Australia as a Strategic Planner for three and a half years, after working in a similar role at Goldman Sachs JBWere.
Jemma has a Bachelor of Commerce from UWA and is a Certified Financial Planner, a Specialist Member of the Self-Managed Superannuation Professionals Association of Australia (SPAA), 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 SPAA across Australia. Jemma is the author of the Taxation Institute’s popular publication the SMSF Guide, now in its fifth edition.
- Bachelor of Commerce – University of Western Australia
- Diploma of Financial Planning
- Certified Financial Planner
- SMSF Specialist Advisor™
- Taxation Institute of Australia – Chartered Tax Adviser
- Taxation Institute of Australia State Council Chair, Education Committee, National Super Conference Committee; Superannuation Technical Sub-Committee
- Trust and Estate Practitioner
- SPAA Regulatory Committee