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Superannuation Update – Current Issues in the Pensions Phase presentation

Published on 25 May 07 by NEW SOUTH WALES DIVISION, THE TAX INSTITUTE

The simplification of superannuation provides a greater level of control and flexibility in the drawdown stage. This arises from the abolition of the compulsory cashing rules and the introduction of the new style of pensions from 1 July 2007. As we approach the end of this financial year there are a number of strategies that must be considered to decide whether those currently in superannuation are able to gain the greatest advantages in the lead up to 1 July. This session will address the features of the new style pensions and advantages that may be available to you or your client as a result of the changes. The session will include:

Impact of the new style pensions
Whether to crystallise or consolidate pre 1 July 2007
Long term considerations for superannuation drawdowns
Estate planning and the new style pensions
Aged care consideration and the use of superannuation
Boosting exempt components under the new rules

Author profile

Graeme Colley

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 is currently an ambassador for the Auditors Institute and Executive Education Facilitator with the AGSM at the University of NSW. He brings over 30 years of taxation and superannuation experience gained from a wide range of senior positions in the public and private sectors. Graeme contributes to many industry publications and is a joint author of the CCH Master Financial Planning Guide and Financial Planning in Australia. In addition to his work with the UNSW, his academic teaching experience extends to the Master of Commerce (Financial Planning) at the University of Western Sydney. Graeme is a qualified SMSF Specialist Advisor (SSA) and a Member of the Chartered Accountants Australia & New Zealand (CAANZ). Graeme's current roles: -Consultant & Ambassador for the Auditors Institute -Executive Education Facilitator with the AGSM at University of NSW - Current at 28 January 2026

Individual sessions

Further details about this event:

Manoeuvring the Maze: Tax Forum

Superannuation Update – Current Issues in the Pensions Phase presentation

Author profile

Graeme Colley

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This was presented at Manoeuvring the Maze: Tax Forum .

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