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Recorded Webinars

Recorded Webinar: Retirement and SMSFs: Navigating the Problem Scenarios

With an ageing baby boomer population, an increasing number of SMSF members are steadily approaching retirement. This creates a number of technical and legal challenges for SMSF advisers. From managing elder abuse risk to ensuring you meet the work test, the session looks at the

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About the Webinar

With an ageing baby boomer population, an increasing number of SMSF members are steadily approaching retirement. This creates a number of technical and legal challenges for SMSF advisers. From managing elder abuse risk to ensuring you meet the work test, the session looks at the main problem areas associated with SMSFs and ageing clients. It covers:

  • Who will manage the SMSF when the members are too old

  • Financial abuse and SMSFs - are there appropriate safeguards in place?

  • Transfer of control to younger members - managing risk

  • When are you ‘retired’? - challenges in definition and investment structure

  • Meeting work test - Making super contributions over 65

  • Meeting the work test for contributions

  • Case study - ceasing to work for family trust: is that retirement?

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 and lawyers advising in superannuation matters – Australia wide. FASEA – category “Technical Competence” – 1 hour. This webinar is for practitioners with some knowledge in this area and looking to improve their knowledge.

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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