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SMSF update presentation

Member Price: Free
Non Member Price: $15.00

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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 09 Mar 16 by NEW SOUTH WALES DIVISION, THE TAX INSTITUTE

This presentation covers:

  • limited licensing pre and post 1 July 2016
  • ATOIDs
  • UK pension transfers
  • pensions and ECPI
  • excess contributions
  • transfers of life estates
  • dividend stripping
  • LRBAs
  • what’s in store?

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 13th Annual Superannuation Intensive .

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

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Superannuation interests and pension strategy

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SMSF estate planning disasters, and how to avoid them..

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The ATO and SMSFs

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Super property

Author(s):  Peter BOBBIN

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SMSF update

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The new regulatory framework for SMSF advisers

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Further details about this event:

 

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