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Recorded Webinars

Recorded Webinar: Dealing with Lumpy Assets in SMSFs

This session 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. It includes: Identifying lumpy assets Assessing whether they are making a positive return after expenses Calculating ne
PRESENTED BY Graeme Colley Executive Manage - SuperConcepts , Sydney

Date/Time

About the Webinar

This session 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. It includes:

  • Identifying lumpy assets
  • Assessing whether they are making a positive return after expenses
  • Calculating net yield or cash flow on lumpy assets
  • Ensuring the lumpy asset meets the sole purpose test
  • Making sure lumpy asset positively geared for credit and SIS regulations
  • Strategies of managing risks with lumpy assets:
  • cash reserve plan
  • contribution plan
  • contingency plan
  • Maintaining an expense schedule for the lumpy asset
  • Issue to consider for lumpy assets when in retirement phase
  • Succession planning perspectives with lumpy assets

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.

Who Should Attend?

This webinar is suitable for accountants advising in superannuation matters – Australia wide. This webinar is for practitioners with some knowledge in this area and looking to improve their knowledge.

CPD Information

Accountants can claim up to 1 CPD/Training hour. This webinar has been designed to run for 1 hour, however, webinar lengths can vary depending on the level of questions and discussion.

Enquiries/Assistance

If you need assistance or have an enquiry, please do not hesitate to contact our Webinar Coordinator, Lisa Tran on (03) 8601 7709 or email: [email protected]

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