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Recorded Webinars

Recorded Webinar: Dealing with Lumpy Assets in SMSFs

This session looks at the main requirements in dealing with lumpy assets in the SMSF and the key tax and succession planning considerations to keep in mind. It includes: Identifying lumpy assets Assessing whether they are making a positive retu
PRESENTED BY Graeme Colley Executive Manage - SuperConcepts , Sydney

Date/Time

About the Webinar

This session looks at the main requirements in dealing with lumpy assets in the SMSF and the key tax and succession planning considerations to keep in mind. It includes:

  • Identifying lumpy assets
  • Assessing whether they are making a positive return after expenses
  • Calculating net yield or cash flow on lumpy assets
  • Ensuring the lumpy asset meets the sole purpose test
  • Making sure lumpy asset positively geared for credit and SIS regulations
  • Strategies of managing risks with lumpy assets:
  • cash reserve plan
  • contribution plan
  • contingency plan
  • Maintaining an expense schedule for the lumpy asset
  • Issue to consider for lumpy assets when in retirement phase
  • Succession planning perspectives with lumpy assets

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.

Who Should Attend?

This webinar is suitable for accountants advising in superannuation matters – Australia wide. This webinar is for practitioners with some knowledge in this area and looking to improve their knowledge.

CPD Information

Accountants can claim up to 1 CPD/Training hour. This webinar has been designed to run for 1 hour, however, webinar lengths can vary depending on the level of questions and discussion.

Enquiries/Assistance

If you need assistance or have an enquiry, please do not hesitate to contact our Webinar Coordinator, Lisa Tran on (03) 8601 7709 or email: [email protected]

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