shopping_cart

Your shopping cart is empty

Exotic contribution strategies 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.
Unless expressly stated, opinions are not that of The Tax Institute, which accepts no responsibility for the accuracy of any of the information contained within it.

Published on 21 Aug 15 by NATIONAL DIVISION, THE TAX INSTITUTE

This presentation covers:

  • excess non-concessional contributions
  • public sector superannuation funds and the catch of the caps Div 293
  • contributions as CGT cap amounts
  • case study: CGT cap
  • case study: 15 year exemption
  • case study: retirement exemption
  • case study: active asset discount.

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 National Superannuation Conference 2015 .

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

Individual sessions

Exotic superannuation strategies

Author(s):  Graeme COLLEY

Materials from this session:

Alternative offshore investment - Taxation issues and opportunities

Author(s):  Kristina Allan,  Matthew Lane

Materials from this session:

The new administrative penalty regime: the ATO’s new stick

Author(s):  Kasey MacFarlane

Materials from this session:

Planning opportunities for death benefits workshop

Author(s):  Michael Perkins

Materials from this session:

Tax risk governance - A director’s perspective

Author(s):  David Beves,  Evelyn Horton

Materials from this session:

Transferring real estate in and out of SMSFS

Author(s):  Philip BRODERICK

Materials from this session:

Base erosion and profit shifting for large superfunds

Author(s):  Grant WARDELL-JOHNSON

Materials from this session:

Managing disputes within SMSFs

Author(s):  Heather GRAY

Materials from this session:

Fund mergers and other significant transactions

Author(s):  Ross Stephens

Materials from this session:

Current developments - Legislation and ruling update

Author(s):  Peter Kennedy

Materials from this session:

The fiscal impact of Australia’s retirement system

Author(s):  Michael Rice

Materials from this session:

Licensing regime

Author(s):  Paul Derham

Materials from this session:

SMSFs: Inbound and outbound members

Author(s):  David BARRETT

Materials from this session:

State Revenue Office compliance themes and “hot spots” for superannuation funds

Author(s):  Zoe CHUNG,  Simon Fitzpatrick

Materials from this session:

Recent ATO GST compliance activity for large superannuation funds

Author(s):  Matt Strauch,  Damian Neale

Materials from this session:

Further details about this event:

 

Copyright Statement