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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 is currently an ambassador for the Auditors Institute and brings over 30 years of taxation and superannuation experience gained from senior positions in the Australian Taxation Office (ATO), as an Assistant Commissioner of the Insurance and Superannuation Commission and as a director, technical and professional standards at the SMSF Association. Graeme's experience also extends to a number of leading fund managers and consultants, including Macquarie Bank, Mercer, the Institute of Chartered Accountants in Australia and New Zealand, National Technical Manager at OnePath and as Executive Manager, Technical and Private Wealth at SuperConcepts. The roles included formulating and implementing policy, developing legislation and providing high level technical advice.

Graeme is also a joint author of publications including the CCH Master Financial Planning Guide and Financial Planning in Australia which is published by Lexis Nexis. His academic experience extends to lecturing in the ATAX Masters course at the University of NSW and in the Master of Commerce (Financial Planning) course at the University of Western Sydney. Graeme is a SPAA Specialist Advisor and a Member of the Institute of Chartered Accountants in Australia.

CPD Information

0.5 CPD hours

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