FirstTech Podcast
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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..
FirstTech Podcast
3d ago
Craig Day and Kim Guest discuss the tax treatment when a client requests a super lump sum withdrawal but then dies before the payment is made.
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FirstTech Podcast
3d ago
Craig Day, Linda Bruce, Kim Guest and Tim Sanderson discuss the latest technical news.
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FirstTech Podcast
1M ago
Craig Day and Linda Bruce discuss super strategies to implement towards the end of 2023-24, and to prepare for 2024-25.
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FirstTech Podcast
1M ago
Craig Day and Alex Denham discuss how to determine whether the beneficiary of a super death benefit is a spouse for super and tax purposes.
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FirstTech Podcast
1M ago
Kim Guest and Linda Bruce discuss the latest technical news for March 2024.
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FirstTech Podcast
2M ago
Craig Day, Tim Sanderson and Linda Bruce discuss the advice implications of the changes to the Stage 3 tax cuts that recently passed parliament.
This podcast was recorded prior to the changes passing the senate.
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FirstTech Podcast
2M ago
Craig Day, Tim Sanderson, Linda Bruce and Kim Guest discuss the latest technical news.
For more information see ATO PBR 1052187560814 Subject: Superannuation death benefits dependent Date: 8 Dec 2023
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FirstTech Podcast
2M ago
Craig Day and Peter Wheatland discuss how making a personal deductible contribution affects a client's Division 293 tax liability.
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FirstTech Podcast
3M ago
Craig Day, Tim Sanderson and Kim Guest discuss the question of the month: How is a defined benefit income stream assessed for transfer balance cap, taxation and Centrelink purposes?
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FirstTech Podcast
3M ago
In this podcast Craig Day and Tim Sanderson discuss the question of the month: What limits the amount of personal deductible contributions?
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