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Individual Podcasts

When Executors Carve Themselves a Slice of the Super Benefits Pie

Where an executor of an estate is also a potential beneficiary, and/or trustee of the testator’s superannuation fund, they may be faced with decisions where there is conflict between their duties as executor / trustee and their personal interests. In this program, Graeme Colley, f

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About the Podcast

Where an executor of an estate is also a potential beneficiary, and/or trustee of the testator’s superannuation fund, they may be faced with decisions where there is conflict between their duties as executor / trustee and their personal interests. In this program, Graeme Colley, from Super Concepts in Sydney, discusses, through the case law, when such conflicts can arise, the consequences, and how they can be managed or avoided.

[35.29 minutes] [0.51 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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