FirstTech Podcast

Craig Day and Tim Sanderson discuss the effectiveness of TTR strategies, taking into account recent changes in concessional caps, SG rates and marginal tax rates. Hosted on Acast. See acast.com/privacy for more information.

Tim Sanderson and Kim Guest discuss aged care reforms proposed to commence 1 July 2025  Hosted on Acast. See acast.com/privacy for more information.

Craig Day, Tim Sanderson, Peter Wheatland and Kim Guest discuss the latest technical news. Hosted on Acast. See acast.com/privacy for more information.

Craig Day, Tim Sanderson and Richard Chen discuss an adviser question regarding the process of making a small business CGT, personal injury or downsizer contribution that does not count towards the NCCs cap. Hosted on Acast. See acast.com/privacy for more information.

Craig Day, Linda Bruce and Kim Guest compare the taxation and Centrelink implications of homeloan offset accounts vs redraw facilities.    Hosted on Acast. See acast.com/privacy for more information.

Craig Day, Linda Bruce, Tim Sanderson and Kim Guest discuss the latest technical news. Hosted on Acast. See acast.com/privacy for more information.

Craig Day, Linda Bruce, Richard Chen and Kim Guest discuss the latest technical news. Hosted on Acast. See acast.com/privacy for more information.

Kim Guest interviews Craig Day regarding the law of mistake and when it may be applied in relation to the return of super contributions. Hosted on Acast. See acast.com/privacy for more information.

Craig Day and Kim Guest discuss an adviser question regarding the Centrelink assessment of multiple funeral investments. Hosted on Acast. See acast.com/privacy for more information.

Craig Day, Tim Sanderson and Linda Bruce discuss some key considerations when planning salary sacrifice contributions in 2024/25. Hosted on Acast. See acast.com/privacy for more information.

Craig Day interviews Peter Burgess (CEO of the SMSF Association), about the implications of the proposed new Division 296 tax. Hosted on Acast. See acast.com/privacy for more information.

Craig Day, Tim Sanderson, Linda Bruce and Kim Guest discuss the latest technical news Hosted on Acast. See acast.com/privacy for more information.

Craig Day, Linda Bruce and Kim Guest discuss a range of superannuation, tax and compliance issues to consider before 30 June. Hosted on Acast. See acast.com/privacy for more information.

Craig Day, Richard Chen and Kim Guest discuss the latest technical news for May 2024. Hosted on Acast. See acast.com/privacy for more information.

Craig Day and Linda Bruce discuss the impact of super rollovers on eligible service periods, and how that can impact the tax treatment of a lump sum disability benefit or death benefit payment. Hosted on Acast. See acast.com/privacy for more information.

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. Hosted on Acast. See acast.com/privacy for more information.

Craig Day, Linda Bruce, Kim Guest and Tim Sanderson discuss the latest technical news. Hosted on Acast. See acast.com/privacy for more information.

Craig Day and Linda Bruce discuss super strategies to implement towards the end of 2023-24, and to prepare for 2024-25. Hosted on Acast. See acast.com/privacy for more information.

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. Hosted on Acast. See acast.com/privacy for more information.

Kim Guest and Linda Bruce discuss the latest technical news for March 2024. Hosted on Acast. See acast.com/privacy for more information.

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 Hosted on Acast. See acast.com/privacy for more information.

Craig Day and Peter Wheatland discuss how making a personal deductible contribution affects a client's Division 293 tax liability. Hosted on Acast. See acast.com/privacy for more information.

In this edition of latest news, we discuss the changes to super, tax, social security and aged care that are expected in 2024. Hosted on Acast. See acast.com/privacy for more information.

Craig Day and Kim Guest discuss how the social security - principal home sale proceeds exemption works. Hosted on Acast. See acast.com/privacy for more information.

Craig Day, Linda Bruce and Tim Sanderson discuss an adviser question - should Division 293 tax be paid from super or personally? Hosted on Acast. See acast.com/privacy for more information.