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Recorded Webinars

Recorded Webinar: Retirement and SMSFs: Navigating the Problem Scenarios

With an ageing baby boomer population, an increasing number of SMSF members are steadily approaching retirement. This creates a number of technical and legal challenges for SMSF advisers. From managing elder abuse risk to ensuring you meet the work test, the session looks at the
PRESENTED BY Graeme Colley Executive Manage - SuperConcepts , Sydney

Date/Time

About the Webinar

With an ageing baby boomer population, an increasing number of SMSF members are steadily approaching retirement. This creates a number of technical and legal challenges for SMSF advisers. From managing elder abuse risk to ensuring you meet the work test, the session looks at the main problem areas associated with SMSFs and ageing clients. It covers:

  • Who will manage the SMSF when the members are too old

  • Financial abuse and SMSFs - are there appropriate safeguards in place?

  • Transfer of control to younger members - managing risk

  • When are you ‘retired’? - challenges in definition and investment structure

  • Meeting work test - Making super contributions over 65

  • Meeting the work test for contributions

  • Case study - ceasing to work for family trust: is that retirement?

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 and lawyers advising in superannuation matters – Australia wide. FASEA – category “Technical Competence” – 1 hour. This webinar is for practitioners with some knowledge in this area and looking to improve their knowledge.

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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