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Individual Podcasts

Exempt Current Pension Income - Tips and Traps to Watch

A number of compliance issues arise in the calculation and tax treatment of exempt current pension income. The super reforms which commenced on 1 July 2017 have also added to the complexities. This session looks at the key issues including useful strategies to consider. Featurin

Date/Time

About the Podcast

A number of compliance issues arise in the calculation and tax treatment of exempt current pension income. The super reforms which commenced on 1 July 2017 have also added to the complexities. This session looks at the key issues including useful strategies to consider.

Featuring: Graeme Colley, SuperConcepts, Sydney

[34 minutes] [0.57 CPD units]

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

0.57 CPD Hours

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