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79211
Individual Podcasts

Keeping Under the Cap - Post 1 July 2017 Compliance

The new superannuation transfer balance cap rules that commenced on 1 July 2017 create a $1.6m cap on the value of pensions in retirement phase and impose harsh penalties where the cap is breached. This session explains how the rules apply to specific types of benefits (including

Date/Time

About the Podcast

The new superannuation transfer balance cap rules that commenced on 1 July 2017 create a $1.6m cap on the value of pensions in retirement phase and impose harsh penalties where the cap is breached. This session explains how the rules apply to specific types of benefits (including transition to retirement pensions, defined benefit pensions and death benefits), and provides tips on how to stay under the $1.6m cap.

Featuring: Graeme Colley, SuperConcepts, Sydney

[31.04 minutes] [0.52 CPD hours]

Presented By

Graeme Colley
Executive Manage, SuperConcepts Sydney, NSW

Graeme Colley is the Executive Manager, Technical and High Wealth at Super Concepts where is responsible for its private client program, technical support and education programs. As a well-known figure in the SMSF community with a long-standing reputation as an accomplished SMSF educator, technical expert and advocate for the sector.

Graeme has been involved in many of the changes that have taken place to the government’s superannuation policy during his career. This has included formulating and developing legislation as well as providing high level technical advice. Prior to Super Concepts, Graeme’s previous responsibilities have included Head of Technical and Professional Standards at the SMSF Association and National Technical Manager for OnePath Australia. At OnePath he was involved in providing technical advice on superannuation, social security and aged care to its adviser network. His previous responsibilities have involved the co-ordination of superannuation litigation within the ATO.

CPD Information

0.00 CPD Hours

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