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Individual Podcasts

Is it Time to Wind Up the Fund? The SMSF Exit Strategy

There are various reasons why an SMSF may have come to the end of its lifecycle. What was once an effective structure to house and grow the members retirement funds may now have become an onerous burden, no longer fit for purpose. Life events can also happen that make the administ

Date/Time

About the Podcast

There are various reasons why an SMSF may have come to the end of its lifecycle. What was once an effective structure to house and grow the members retirement funds may now have become an onerous burden, no longer fit for purpose. Life events can also happen that make the administering of an SMSF no longer workable. This podcast looks at some of these scenarios and provides guidance on the action to take.

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

0.5 CPD hours

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