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Recorded Webinars

Recorded Webinar: Transition to Retirement Income Streams – Are They Still on the Super Radar?

Since last year’s super reforms, many are asking whether it’s still worth having a transition to retirement income stream. The tax perks are no longer there, but there may be other benefits. This session examines the issues, including: The new TRIS arrange
PRESENTED BY Graeme Colley Executive Manage - SuperConcepts , Sydney

Date/Time

About the Webinar

Since last year’s super reforms, many are asking whether it’s still worth having a transition to retirement income stream. The tax perks are no longer there, but there may be other benefits. This session examines the issues, including:

  • The new TRIS arrangements – income and account balance parameters
  • The current status of TRIS pensions - No longer tax based
  • What tax concessions remain under the new arrangements?
  • Change to tax concessions that grant income and CGT concessions
  • What happens when a condition of release is met? Does a TRIS auto convert, or once a TRIS, always a TRIS? Legislative change on TRIS conversion
  • Revisiting conditions of retirement – understanding the boundaries
  • TRIS schemes and estate planning issues

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.

Who Should Attend?

This webinar is suitable for accountants and lawyers advising in superannuation matters. 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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