 Graeme Colley National Manager, Technical Services, OnePath Australia Limited (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.
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 | 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 | 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 | 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 | 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 | 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 | 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 | 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 PAGE: 1 |
Latest News
South Australian financial adviser slapped with seven-year ban
South Australian financial adviser Bruce Davis has been banned for seven years by ASIC.
Millions of Aussies want episodic advice: Research
More than 10 million Australian adults are set to seek financial advice, with more than half wanting access to a more flexible offering, a new report from Investment Trends reveals.
Treasury gives Tranche 2 reform package preview
The government has provided clarity on the second tranche of the Delivering Better Financial Outcomes reforms, offering more detail around what's included and confirming the remit of its 'new class of adviser.'
Netwealth celebrates $100bn amid 25th anniversary
Netwealth has marked 25 years in business by crossing $100 billion in funds under administration (FUA) on its platform.
Further Reading
Cover Story
FS Power50: Stay open-minded and learn from others
AMANDA RAGKOUSIS
SENIOR FINANCIAL ADVISER
VIRIDIAN ADVISORY PTY LTD
SENIOR FINANCIAL ADVISER
VIRIDIAN ADVISORY PTY LTD
This year's Power50 is a broad mix of familiar and fresh faces, all doing their bit for their clients, their community, and their colleagues, as selected by their peers. Viridian Advisory senior financial adviser Amanda Ragkousis is committed to nurturing a culture of continuous learning and growth in the financial realm.
Expert Feed
Redefining Pathways: What financial planning can learn from accounting's bold move
When I traded my Chartered Accountant hat for a career in financial planning, I didn't just switch professions - I gained a new perspective on the evolving ...
'Chameleon ETFs': Still groundbreaking and here to stay?
It was coined as a 'gamechanger' - an ETF that can be bought and sold on the ASX or Cboe Australia but that can also be applied for, and redeemed, directly ...
Now is the time to be brave
Recently, the first Delivering Better Financial Outcomes bill passed in both the Senate and the House of Representatives, marking a significant step forward ...
Why philanthropy is an important conversation advisers should have with clients
Financial advisers are in the box seat to assist clients with their philanthropy, yet a lot still don't raise the topic with clients.
