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80033
Individual Podcasts

When Executors Carve Themselves a Slice of the Super Benefits Pie

Where an executor of an estate is also a potential beneficiary, and/or trustee of the testator’s superannuation fund, they may be faced with decisions where there is conflict between their duties as executor / trustee and their personal interests. In this program, Graeme Colley, f
PRESENTED BY Graeme Colley Executive Manage - SuperConcepts , Sydney

Date/Time

About the Podcast

Where an executor of an estate is also a potential beneficiary, and/or trustee of the testator’s superannuation fund, they may be faced with decisions where there is conflict between their duties as executor / trustee and their personal interests. In this program, Graeme Colley, from Super Concepts in Sydney, discusses, through the case law, when such conflicts can arise, the consequences, and how they can be managed or avoided.

[35.29 minutes] [0.51 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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