SMSF Opportunities & Your Questions Answered
A new financial year always brings new opportunities for superannuation. From 1 July 2022, we see more flexibility with the abolition of the work test which will allow non-concessional contributions up to when you are 75. Find out what this could mean for your superannuation going forward.
Graeme will address the latest rule updates to Super and how investors can take the opportunities to maximise their superannuation benefits.
Graeme will also host Q&A addressing any questions from attendees - whether beginners wondering when and if an SMSF is right for them, through to queries on advanced strategies to optimise super or understanding compliance requirement elements.
Graeme Colley is the Executive Manager, SMSF Technical and Private Wealth at SuperConcepts. In that role his responsibilities include the provision of technical and education services to private wealth clients, maintaining the company’s media and corporate profile and its advocacy with government.
Graeme has considerable taxation and superannuation experience gained from senior positions in the ATO, as an Assistant Commissioner of the Insurance and Superannuation Commission, ING as well as leading fund managers and consultants, including Macquarie Bank, Mercer and Chartered Accountants ANZ.
He is a joint author of the CCH Master Financial Planning Guide and Financial Planning in Australia. His academic experience extends to the Master of Commerce (Financial Planning) course at UWS.