Close
My Cart (0 items)

Login to TEN

Privacy Policy
Return
My Cart (0 items)
78622
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 ex

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 the Executive Manager, Technical and High Wealth at Super Concepts where is responsible for its private client program, technical support and education programs. As a well-known figure in the SMSF community with a long-standing reputation as an accomplished SMSF educator, technical expert and advocate for the sector.

Graeme has been involved in many of the changes that have taken place to the government’s superannuation policy during his career. This has included formulating and developing legislation as well as providing high level technical advice. Prior to Super Concepts, Graeme’s previous responsibilities have included Head of Technical and Professional Standards at the SMSF Association and National Technical Manager for OnePath Australia. At OnePath he was involved in providing technical advice on superannuation, social security and aged care to its adviser network. His previous responsibilities have involved the co-ordination of superannuation litigation within the ATO.

CPD Information

0.00 CPD Hours

Go to top