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Individual Podcasts

SMSFs and Related Party Transactions - Documentation is Crucial

As soon as an SMSF enters into a transaction with a related party, warning bells should ring and caution should be exercised to ensure the transaction doesn’t fall foul of any SIS or Tax Act requirements. This podcast delves into the type of related party dealings an SMSF may be i

About the Podcast

As soon as an SMSF enters into a transaction with a related party, warning bells should ring and caution should be exercised to ensure the transaction doesn’t fall foul of any SIS or Tax Act requirements. This podcast delves into the type of related party dealings an SMSF may be involved in and the requirements to minimise the risk of a legislation breach.

Presented By

Graeme Colley
SMSF Technical Expert, Graeme Colley Sydney, NSW

Graeme Colley is a well-known figure in the SMSF community with a long-standing reputation as an accomplished educator, technical expert and advocate for the sector.  He brings over 30 years of extensive taxation and superannuation experience from senior positions in the public and private sectors including Macquarie Bank, Mercer, ING and SuperConcepts.   These roles included formulating and implementing policy, developing legislation and providing high level technical advice.

 Graeme is also a joint author of a number of publications and has academic experience which extends to lecturing in the ATAX Masters course and the AGSM at the University of NSW and the Master of Commerce (Financial Planning) course at the University of Western Sydney.  Graeme is an SMSFA Specialist Advisor and a Member of the Institute of Chartered Accountants in Australia.

CPD Information

0.6 CPD hours

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