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Individual Podcasts

Aligning Estate Plans With SMSF Strategies

The proliferation of self-managed superannuation funds together with increasingly complex estate planning challenges means that advisers need to tread carefully when advising their clients on how to optimise SMSF investment strategies in line with the estate plan. This session exa

Date/Time

About the Podcast

The proliferation of self-managed superannuation funds together with increasingly complex estate planning challenges means that advisers need to tread carefully when advising their clients on how to optimise SMSF investment strategies in line with the estate plan. This session examines SMSF issues and opportunities that arise from an estate planning perspective.

Featuring: Graeme Colley, SuperConcepts, Sydney

[36.10 minutes] [0.60 CPD hours]

Presented By

Graeme Colley
Executive Manage, SuperConcepts 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

0.00 CPD Hours

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