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Superannuation and estate planning presentation
Published on 02 Jun 10 by NEW SOUTH WALES DIVISION, THE TAX INSTITUTE
This presentation covers superannuation and estate planning.
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
This was presented at 8th Annual Superannuation Intensive Conference .
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Individual sessions
Superannuation update
Author(s): Mark WILKINSONMaterials from this session:
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Superannuation and estate planning
Author(s): Graeme COLLEYMaterials from this session:
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Self managed super fund borrowings
Author(s): David BUSOLIMaterials from this session:
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Audit & compliance issues
Author(s): Belinda AISBETTMaterials from this session:
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Reserving/reserving strategies
Author(s): Grant ABBOTTMaterials from this session:
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Administration and practical issues
Author(s): Andrew BLOOREMaterials from this session:
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ATO regulation of SMSFs
Author(s): Stuart FORSYTHMaterials from this session:
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