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Episode | Date |
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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 |