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Individual Podcasts

Claiming Exempt Current Pension Income: The New Landscape

The super reforms and changes in ATO position in 2017 have changed the fundamental landscape surrounding exempt current pension income (ECPI). This session considers how to calculate ECPI after the changes, using case study examples, as well as exploring strategies that can be use

Date/Time

About the Podcast

The super reforms and changes in ATO position in 2017 have changed the fundamental landscape surrounding exempt current pension income (ECPI). This session considers how to calculate ECPI after the changes, using case study examples, as well as exploring strategies that can be used under the new regime to optimize the tax position for self-managed super funds.

Featuring: Graeme Colley, SuperConcepts, Sydney

[29 minutes] [0.49 CPD units/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

0.48 CPD Hours

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