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Individual Podcasts

Dealing With Lumpy Assets in an SMSF

One of the advantages of using an SMSF is the potential to invest in certain property and other investments not available to a member of other types of superannuation funds. However, with this benefit comes issues that need to be managed to ensure the advantages are not outweighed

Date/Time

About the Podcast

One of the advantages of using an SMSF is the potential to invest in certain property and other investments not available to a member of other types of superannuation funds. However, with this benefit comes issues that need to be managed to ensure the advantages are not outweighed by the disadvantages. This podcast takes a look at the lifecycle of lumpy assets within SMSFs.

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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