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Superannuation & estate 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.
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 24 Oct 19 by NEW SOUTH WALES DIVISION, THE TAX INSTITUTE

This presentation covers:

  • BDBNS - how binding?
  • nominating beneficiaries
  • a hand in the till - conflicts of interest
  • conflicts - things to think about
  • transfer balance cap - death benefits.

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 NSW 16th Annual Estate & Succession Planning Conference .

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

Individual sessions

Testamentary trusts and asset protection – Do they really safeguard estate assets?

Author(s):  Claire Williamson

Materials from this session:

Tax obligations and liabilities of the executors of a deceased estate – Is it worth being an executor?

Author(s):  Anthea Kennedy

Materials from this session:

How to deal with legal incapacity when confronted with disability and an increase in age related illnesses

Author(s):  Gerard Basha,  Raffael Maestri

Materials from this session:

Superannuation & estate planning

Author(s):  Graeme COLLEY

Materials from this session:

One rule to rule them all – Family governance agreements

Author(s):  Peter BOBBIN

Materials from this session:

Further details about this event:

 

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