About the Author

Graeme Colley
Graeme Colley
Superannuation Manager, Financial Facts (at time of writing)

Colley is executive manager, SMSF technical and private wealth, SuperConcepts. He 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 has held senior roles in the Australian Taxation Office, worked as an assistant commissioner for the Insurance and Superannuation Commission, and most recently held the role of director, technical and professional standards at the SMSF Association.

Articles by Graeme Colley

Showing 1 to 8 of 8 articles:
Graeme Colley
GRAEME COLLEY  |  FRIDAY, 13 MAY 2022
Many trustees and members of not only SMSFs, but also public offer superannuation funds, are interested in the payment of death benefits if they or their spouse were to die. During many conversations with couples, the question, 'but what if we were ... Read more
Graeme Colley
GRAEME COLLEY  |  FRIDAY, 5 JUL 2019
If you are a small business owner, the capital gains tax (CGT) small business concessions allow you to increase your retirement savings significantly. Fortunately, the maximum thresholds for the concessions have not been reduced from 1 July 2017, unlike ... Read more
Graeme Colley
GRAEME COLLEY  |  FRIDAY, 3 MAY 2019
One of Labor's signature tax reform proposals is to cease franking credit refunds from 1 July 2019, which will impact most individuals and smaller superannuation funds from the 2019/20 financial year. Read more
Graeme Colley
GRAEME COLLEY  |  FRIDAY, 13 JAN 2017
Whether a fund is able to conduct business activity, comply with the superannuation rules and not fall foul of a range of other issues must be met with the universal technical answer, "it depends." Read more
Graeme Colley
GRAEME COLLEY  |  THURSDAY, 10 JUL 2014
With the new penalties for SMSFs, trustees and advisers need to ask themselves: "should I be afraid, very afraid," or should they just be mildly concerned? Read more
Graeme Colley
GRAEME COLLEY  |  FRIDAY, 22 MAY 2009
Graeme Colley delivers some excellent research on how the Better Super accountbased pensions provide a sound basis for retiree clients. It should be possible to place "restrictions on an account-based pension with carefully worded conditions attaching ... Read more
Graeme Colley
GRAEME COLLEY  |  MONDAY, 1 JAN 2007
Until 11 May 2004 it was possible for all types of superannuation funds to provide defined benefit pensions to members. At the time the definition of a defined benefit pension was any pension except for one determined by reference to life insurance ... Read more
Graeme Colley
GRAEME COLLEY  |  SUNDAY, 1 JAN 2006
As a segment of the superannuation industry, self-managed superannuation funds (SMSFs) display a wide range of characteristics. Some have investment portfolios with highly diversified arrangements traded on a regular basis. Others invest within a limited ... Read more
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