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Individual Podcasts

Dealing with Lumpy Assets in SMSFs

This podcast looks at the main requirements in dealing with lumpy assets in the SMSF and the key tax and succession planning considerations to keep in mind. Featuring: Graeme Colley, SuperConcepts, Sydney 33 mins / 0.5 CPD hours

Date/Time

About the Podcast

This podcast looks at the main requirements in dealing with lumpy assets in the SMSF and the key tax and succession planning considerations to keep in mind.

Featuring: Graeme Colley, SuperConcepts, Sydney

33 mins / 0.5 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

0.55 CPD Hours

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