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Superannuation and retirement planning presentation

Member Price: Free
Non Member Price: $15.00

DisclaimerThis material is copyright. Apart from any fair dealing for the purposes of private study, research, criticism or review, as permitted under the Copyright Act, no part may be reproduced by any process without written permission from The Tax Institute.
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Published on 24 Jun 05 by NEW SOUTH WALES DIVISION, THE TAX INSTITUTE

Apart from the family home superannuation is usually the next most valuable asset that a person has. The art of creating enough to live on in retirement is a delicate balance of prudent investing and using the concessions available to stretch the net as far as possible without it breaking. This presentation covers the use of the relevant concessions in the superannuation legislation to ensure the best possible outcomes for wealth creation during the accumulation and draw down stages of superannuation. Matters covered include:

  • keeping on top of contributions to super
  • things to think about with choice of funds
  • investment strategies and wealth building through super
  • taxation of superannuation funds in accumulation and pension phases
  • pension strategies, strengths and weaknesses.

Author profile

Graeme Colley
Photo of author, 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
Click here to expand/collapse more articles by Graeme COLLEY.

 

This was presented at SHOW ME THE MONEY - TOOLS FOR WEALTH EXTRACTION - NSW STATE CONVENTION .

Get a 20% discount when you buy all the items from this event.

Individual sessions

Withdrawing wealth on an ongoing basis

Author(s):  Gordon S COOPER

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Superannuation and retirement planning

Author(s):  Graeme COLLEY

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The tax consequences of liquidation

Author(s):  Paul L DOWD

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Trust vestings and distributions

Author(s):  Ken SCHURGOTT

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How can you prepare your business for a sale?

Author(s):  Andrew Noolan

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Accessing CGT small business concessions

Author(s):  Tony FITTLER

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