Central Coast: Post-Election + End of year strategies

OVERVIEW:

Join Graeme Colley, Executive Manager, SMSF Technical & Private Wealth at SuperConcepts as he discuss the pre 30 June strategies and what the election result means for future end of financial year strategies.

Topics covered include:

• Changes to contribution rules
• Limited Recourse Borrowing Arrangements
• Franking credit changes

Details

Date:
4 Jun 2019
5:30 pm AEST - 7:30 pm AEST
CPD Points:
1.5
Venue:
FMS Group
1/501 The Entrance Road
Long Jetty, NSW 2261

Speakers:

Graeme Colley SSA

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.

Graeme has co-authored a number of books and publications on superannuation. He lectures at the University of Western Sydney in the Masters of Commerce and at the University of NSW as an adjunct lecturer. He also has experience with a number of leading fund managers and consultants.