FirstTech Podcast

By Craig Day

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Category: Investing

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Subscribers: 3
Reviews: 0
Episodes: 120

Description

A podcast series for financial advisers looking at the latest technical issues and advice strategies that may impact investors and super fund members. Join Craig Day and members of the Colonial First State ‘FirstTech’ team as they discuss a broad range of advice issues, from superannuation and SMSFs, to social security rules and aged care. -Please note - these podcasts are designed for authorised financial advisers. If you are not an authorised financial adviser it is important you understand the content of the podcasts may be difficult to follow as it assumes you have the necessary training, qualifications and experience to understand the concepts discussed as well as the technical language used. If you still decide to listen please understand the information contained in this recording is general information only and does not take into account any of your personal circumstances, needs or objectives. Any scenarios considered during this podcast are purely hypothetical and are for illustrative purposes only and do not constitute a recommendation to purchase, hold or sell any financial products or take any other course of action. You should read the relevant product disclosure statement before making an investment decision and consider talking to a financial adviser. While all care has been taken in the preparation of this podcast, using sources we believe to be reliable and accurate, no person including Colonial First State Investments Limited or the Commonwealth Bank group of companies, accepts responsibility for any loss suffered by any person arising from reliance on this information.

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Episode Date
The impact of super rollovers on financial planning strategies
Apr 30, 2024
Death benefit vs member benefit
Apr 30, 2024
Latest News - April 2024
Apr 30, 2024
End of financial year superannuation strategies
Mar 28, 2024
Who is a spouse for tax and super purposes?
Mar 28, 2024
Latest News - March 2024
Mar 28, 2024
Advice implications of the changes to the stage 3 tax cuts
Feb 29, 2024
Latest News - February 2024
Feb 29, 2024
Personal deductible contributions and Division 293 tax
Feb 29, 2024
Latest News - What's in store for 2024?
Dec 08, 2023
Principal home sale proceeds exemption
Dec 08, 2023
Division 293 - comparing payment options
Dec 08, 2023
Winding up an SMSF
Nov 01, 2023
Draft legislation for the new Division 296 tax
Nov 01, 2023
Latest News - October 2023
Nov 01, 2023
Increased flexibility for the First Home Super Saver Scheme
Sep 29, 2023
Advice implications of the stage 3 tax cuts
Sep 29, 2023
Latest News - Sept 2023
Sep 29, 2023
Question of the month - Division 293 tax and super death benefits
Sep 01, 2023
Centrelink payment for carers
Sep 01, 2023
Latest News - August 2023
Sep 01, 2023
TBC event based reporting changes for SMSFs
Jul 31, 2023
Important tax return issues relating to financial planning strategies
Jul 31, 2023
Latest News - July 2023
Jul 31, 2023
Mortgage stress - is super the answer?
Jun 27, 2023
Latest News - June 2023
Jun 27, 2023
Personal deductible contributions - tips and traps
Jun 27, 2023
SMSFs investing in ungeared unit trusts & companies (13.22C)
May 31, 2023
Latest News - May 2023
May 31, 2023
Super, social security and terminal illness
May 31, 2023
Latest News - April 2023
May 02, 2023
Should you rollover a grandfathered account based pension?
May 02, 2023
Recontribution strategies - tips and traps
May 02, 2023
End of financial year super strategies
Mar 28, 2023
Latest News - March 2023
Mar 28, 2023
Proposed $3M total super balance tax
Mar 28, 2023
Interdependency relationships
Mar 28, 2023
Question of the month - Division 293 tax and carry forward concessional contributions
Feb 23, 2023
Latest news - February 2023
Feb 23, 2023
Super and non-residents
Feb 23, 2023
Transfer balance cap $1.9M from 1 July 2023
Feb 23, 2023
Latest news - December 2022
Dec 08, 2022
CGT implications of inheriting a main residence
Dec 08, 2022
Spouse equalisation strategies
Dec 08, 2022
Question of the month - Total super balance vs transfer balance cap
Dec 08, 2022
Question of the month - Lifetime CGT cap timeframes
Nov 16, 2022
Latest news - November 2022
Nov 16, 2022
Restructuring death benefit pensions
Nov 16, 2022
Centrelink assessment of renting rooms, self-contained areas or dual occupancy
Nov 16, 2022
Latest news - October 2022
Oct 18, 2022
Latest news September 2022
Sep 30, 2022
Question of the month - When does a super fund apply the tax-free uplift?
Sep 30, 2022
Super death benefits paid to non-tax residents
Sep 30, 2022
Enduring powers of attorney and SMSFs
Sep 30, 2022
SMSF SuperStream rollover traps and how to avoid them
Sep 02, 2022
What qualifies as gainful employment
Sep 02, 2022
Impact of market volatility on Total Super Balance
Sep 02, 2022
Latest News - August 2022
Sep 02, 2022
Question of the month: What can you contribute if total super balance exceeds $1.7M?
Jul 29, 2022
Adding a reversionary beneficiary without a pension refresh
Jul 29, 2022
Latest News July 2022
Jul 29, 2022
SMSFs investing in a private company
Jul 06, 2022
High Court decision on SMSF binding nominations
Jul 06, 2022
Question of the month: Defined benefit
Jul 06, 2022
Latest News June 2022
Jul 06, 2022
Increasing SG to 10.5% - key considerations
Jun 14, 2022
Question of the month: Personal deductible contributions
Jun 14, 2022
Work test changes - new rules, traps and uncertainties
Jun 14, 2022
Latest News - May 2022
Jun 14, 2022
Question of the month: Work test changes
May 04, 2022
Centrelink assessment when a member of a couple dies
May 04, 2022
Latest News - Technical Update
May 04, 2022
Question of the month: Bring forward rule for a client aged 74 in 2022/23
Mar 25, 2022
Work test removal and recontribution conundrums
Mar 25, 2022
Latest News Technical Update
Mar 25, 2022
Deceased estates - taxation and Centrelink
Feb 28, 2022
Question of the month: Downsizer and Subdivision
Feb 28, 2022
Latest News - Technical Update
Feb 28, 2022
Small business owner's retirement plans can impact tax and super
Dec 08, 2021
Non-arms length income and expenses - NALI and NALE
Dec 08, 2021
Super & Tax changes - new Bill introduced
Nov 03, 2021
SMSF central management and control
Nov 03, 2021
New opportunities for recontribution strategies
Oct 01, 2021
Exceeding the non-concessional contributions cap
Oct 01, 2021
Six member SMSF
Sep 01, 2021
FirstTech enquiries during uncertain times
Sep 01, 2021
Confusion over concessional carry forward rules
Aug 03, 2021
Age Pension age and preservation age is increasing
Aug 03, 2021
MyGov ATO online services
Jul 02, 2021
New financial year super changes
Jul 02, 2021
Budget announcement: Lowering age for downsizer contributions
May 26, 2021
Budget announcement: Repeal of the work test
May 26, 2021
Budget announcement: SMSF residency changes
May 26, 2021
Budget announcement: Legacy pension conversions
May 26, 2021
Personal deductible contributions
May 04, 2021
Contribution reserves and SMSFs
May 04, 2021
Death benefit income streams and the transfer balance cap
Mar 29, 2021
Contribution cap increases
Mar 29, 2021
Foreign super fund transfers
Feb 22, 2021
Transfer balance cap indexation
Feb 22, 2021
Exploring the retirement condition of release
Dec 10, 2020
Changes to reporting employment income to Centrelink
Dec 10, 2020
Invalidity super issues
Nov 03, 2020
Testamentary trusts and tax issue
Sep 30, 2020
Leave payments on retirement: Lump sums vs taking leave
Sep 30, 2020
Impact of low deeming rates
Sep 01, 2020
Impact of negative returns of super tax components
Sep 01, 2020
Sole purpose test
Aug 06, 2020
JobSeeker & JobKeeper extension
Aug 05, 2020
Legislation fixing unintended super issues
Jun 29, 2020
Accessing super under the financial hardship condition of release
Mar 04, 2020
Total super balance - inclusion of LRBA amounts
Mar 03, 2020
New legislation prevents salary sacrifice reducing SG
Jan 27, 2020
Super Contribution Splitting
Nov 05, 2019
Receiving Age Pension Overseas
Nov 05, 2019
Co-investment owners, partnerships and financial planning considerations
Sep 27, 2019
Catch-up concessional contributions – strategies and practicalities
Aug 30, 2019
Alternative Centrelink Assessment - Member of a Couple Enters Care
Aug 30, 2019
Tax on Super Death Benefits Paid to Estate vs Beneficiary
Aug 30, 2019
Expansion of Work Bonus to Self-Employed
Aug 30, 2019