Close
My Cart (0 items)

Login to TEN

Privacy Policy
Return
My Cart (0 items)
79211
Individual Podcasts

Keeping Under the Cap - Post 1 July 2017 Compliance

The new superannuation transfer balance cap rules that commenced on 1 July 2017 create a $1.6m cap on the value of pensions in retirement phase and impose harsh penalties where the cap is breached. This session explains how the rules apply to specific types of benefits (including

Date/Time

About the Podcast

The new superannuation transfer balance cap rules that commenced on 1 July 2017 create a $1.6m cap on the value of pensions in retirement phase and impose harsh penalties where the cap is breached. This session explains how the rules apply to specific types of benefits (including transition to retirement pensions, defined benefit pensions and death benefits), and provides tips on how to stay under the $1.6m cap.

Featuring: Graeme Colley, SuperConcepts, Sydney

[31.04 minutes] [0.52 CPD hours]

Presented By

Graeme Colley
Executive Manage, SuperConcepts Sydney, NSW

Graeme Colley is a well-known figure in the SMSF community with a long-standing reputation as an accomplished educator, technical expert and advocate for the sector.  He brings over 30 years of extensive taxation and superannuation experience from senior positions in the public and private sectors including Macquarie Bank, Mercer, ING and SuperConcepts.   These roles included formulating and implementing policy, developing legislation and providing high level technical advice.

 Graeme is also a joint author of a number of publications and has academic experience which extends to lecturing in the ATAX Masters course and the AGSM at the University of NSW and the Master of Commerce (Financial Planning) course at the University of Western Sydney.  Graeme is an SMSFA Specialist Advisor and a Member of the Institute of Chartered Accountants in Australia.

CPD Information

0.00 CPD Hours

Go to top