Recorded Webinar: Aligning Estate Plans With SMSF Investment Strategies


24th March 2020
Duration:  approx. 1 hour

You've spoken and we've listened. From 1/8/19 we've structured most of our webinars to run for one hour - the ideal length for staff training sessions. And, for most of you the webinars will be held at lunchtime - the ideal time for attending live webinars.

Effective estate planning builds flexibility that benefits beneficiaries. However, when it comes to SMSFs, there are some traps that must be assessed. This session looks at how this can be done, including:

  • Is your estate plan aligned with super rules?

  • Understanding the range of estate planning options available within your SMSF

  • Nomination options:

    • non-binding

    • binding

    • non-lapsing binding

    • reversionary

    • making an SMSF will

  • Use of life interest death benefit pensions

  • Superannuation dependents - death benefit payment arrangements

  • Aligning the estate plan with:

    • investment strategies

    • contribution strategies

    • transition to retirement strategies

    • pension strategies

    • insurance strategies

  • Super included in testamentary trust assets - does it have same tax treatment?

  • Managing estate planning disputes between trustee and beneficiaries

  • Case studies - high-worth individual estate planning SMSF strategies

Recorded Webinars,Superannuation and SMSF audit,Recorded Webinar:  Aligning Estate Plans With SMSF Investment Strategies

Graeme Colley, Executive Manager, SMSF Technical & Private Wealth, SuperConcepts, Sydney

Graeme Colley is the Executive Manager, Technical and High Wealth at Super Concepts where is responsible for its private client program, technical support and education programs.  As a well-known figure in the SMSF community with a long-standing reputation as an accomplished SMSF educator, technical expert and advocate for the sector.

Graeme has been involved in many of the changes that have taken place to the government’s superannuation policy during his career. This has included formulating and developing legislation as well as providing high level technical advice. Prior to Super Concepts, Graeme’s previous responsibilities have included Head of Technical and Professional Standards at the SMSF Association and National Technical Manager for OnePath Australia.  At OnePath he was involved in providing technical advice on superannuation, social security and aged care to its adviser network.  His previous responsibilities have involved the co-ordination of superannuation litigation within the ATO.

Graeme has co-authored a number of books and publications on superannuation. He lectures at the University of Western Sydney in the Masters of Commerce and at the University of NSW as an adjunct lecturer. He also has experience with a number of leading fund managers and consultants.


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

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:
Recorded Webinars,Superannuation and SMSF audit,Recorded Webinar:  Aligning Estate Plans With SMSF Investment Strategies

© Television Education Network Pty Ltd 2020

Product Code: WBNMAR20
 Price:  $264.00 (Inclusive of GST)
© 2020 Television Education Network Pty Ltd. All rights reserved. The program for this webinar is copyright and may not be reproduced in any form without the prior written consent of the copyright owner.