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Individual Podcasts

Retirement and Older Australians - Some SMSF Problem Scenarios

As the self-managed superannuation fund regime hits 20 years, more and more members are getting close to or beyond retirement, and needing to think about the issues that ensue. This session explores issues and strategies around retirement and transitioning to retirement, as well a

Date/Time

About the Podcast

As the self-managed superannuation fund regime hits 20 years, more and more members are getting close to or beyond retirement, and needing to think about the issues that ensue. This session explores issues and strategies around retirement and transitioning to retirement, as well as the issues that arise with increasing age including the risk of elder abuse and incapacity.

Featuring: Graeme Colley, SuperConcepts, Sydney

[34.50 minutes] [0.57 CPD units]

 

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

0.01 CPD Hours

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