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Recorded Webinars

Recorded Webinar: Transition to Retirement Income Streams – Are They Still on the Super Radar?

Since last year’s super reforms, many are asking whether it’s still worth having a transition to retirement income stream. The tax perks are no longer there, but there may be other benefits. This session examines the issues, including: The new TRIS arrange
PRESENTED BY Graeme Colley Executive Manage - SuperConcepts , Sydney

Date/Time

About the Webinar

Since last year’s super reforms, many are asking whether it’s still worth having a transition to retirement income stream. The tax perks are no longer there, but there may be other benefits. This session examines the issues, including:

  • The new TRIS arrangements – income and account balance parameters
  • The current status of TRIS pensions - No longer tax based
  • What tax concessions remain under the new arrangements?
  • Change to tax concessions that grant income and CGT concessions
  • What happens when a condition of release is met? Does a TRIS auto convert, or once a TRIS, always a TRIS? Legislative change on TRIS conversion
  • Revisiting conditions of retirement – understanding the boundaries
  • TRIS schemes and estate planning issues

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.

Who Should Attend?

This webinar is suitable for accountants and lawyers advising in superannuation matters. This webinar is for practitioners with some knowledge in this area and looking to improve their knowledge.

Enquiries/Assistance

If you need assistance or have an enquiry, please do not hesitate to contact our Webinar Coordinator, Lisa Tran on (03) 8601 7709 or email: [email protected]

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