FirstTech Podcast

Craig Day and Kim Guest discuss a range of advice issues to consider before winding up an SMSF. Hosted on Acast. See acast.com/privacy for more information.

Craig Day and Tim Sanderson discuss draft legislation which applies an additional 15% tax on super earnings that correspond to a member's total super balance over $3 million from 2025-26. Hosted on Acast. See acast.com/privacy for more information.

Craig Day and Tim Sanderson discuss changes to the FHSS scheme that are designed to improve flexibility. Subsequent to the recording of this podcast, legislation implementing the changes received royal assent on 20 Sept 2023. However the start date of the changes is still to be announced. Hosted on Acast. See acast.com/privacy for more information.

Craig Day and Linda Bruce discuss the advice implications of the stage 3 tax cuts, which are legislated to commence 1 July 2024. Hosted on Acast. See acast.com/privacy for more information.

Craig Day, Richard Chen, Alex Denham and Tim Sanderson discuss the latest technical news. Hosted on Acast. See acast.com/privacy for more information.

Craig Day and Linda Bruce discuss the implications of receiving a lump sum super death benefit on Division 293 tax. Hosted on Acast. See acast.com/privacy for more information.

Craig Day and Kim Guest discuss Centrelink payments for carers - Carer Payment, Carer Allowance and Carer Supplement. Hosted on Acast. See acast.com/privacy for more information.

Craig Day and Mark Ellem discuss the implications of a recent legislative change requiring all SMSFs to report TBC events on a quarterly basis from 1 July 2023. Hosted on Acast. See acast.com/privacy for more information.

Craig Day and Linda Bruce discuss a number of important issues to be aware of when clients are lodging tax returns, that may impact the effectiveness of financial planning strategies. Hosted on Acast. See acast.com/privacy for more information.

Craig Day, Linda Bruce and Alex Denham discuss whether clients can access their super if they are experiencing mortgage stress. Hosted on Acast. See acast.com/privacy for more information.

Craig Day and Linda Bruce discuss some common traps when making personal deductible contributions and how to avoid them. Hosted on Acast. See acast.com/privacy for more information.

Craig Day and Tim Sanderson discuss the advantages and disadvantages of a SMSF investing in a 13.22C trust or company. Hosted on Acast. See acast.com/privacy for more information.

Craig Day, Linda Bruce and Kim Guest discuss a range of super and social security issues to consider when a client is diagnosed with a terminal illness. Hosted on Acast. See acast.com/privacy for more information.

Craig Day and Kim Guest discuss a number of issues that need to be considered when rolling over a grandfathered account based pension. Hosted on Acast. See acast.com/privacy for more information.

Craig Day and Tim Sanderson discuss key considerations when implementing the recontribution strategy. Hosted on Acast. See acast.com/privacy for more information.

Craig Day and Julie Fox discuss the requirements for a beneficiary of a super death benefit to qualify as a tax dependant under the interdependency relationship criteria. Hosted on Acast. See acast.com/privacy for more information.

Craig Day and Linda Bruce discuss an adviser question regarding the application of Division 293 tax when utilising carry forward concessional contributions. Hosted on Acast. See acast.com/privacy for more information.

Craig Day and Julie Fox discuss a range of frequently asked questions regarding superannuation and non-resident issues. Hosted on Acast. See acast.com/privacy for more information.

Craig Day and Tim Sanderson discuss the implications of the indexation of the general Transfer Balance Cap to $1.9 million from 1 July 2023 Hosted on Acast. See acast.com/privacy for more information.

Craig Day, Linda Bruce and Tim Sanderson discuss the CGT implications of a beneficiary disposing of a property that was inherited from a deceased estate. Hosted on Acast. See acast.com/privacy for more information.

Craig Day and Julie Fox discuss a number of situations when equalising super balances between members of a couple may be beneficial. Hosted on Acast. See acast.com/privacy for more information.

Craig Day, Kim Guest and Tim Sanderson discuss the similarities and differences between total super balance and transfer balance cap. Hosted on Acast. See acast.com/privacy for more information.

Craig Day and Linda Bruce discuss some important timeframes when making super contributions under the lifetime CGT cap. Hosted on Acast. See acast.com/privacy for more information.

Craig Day and Tim Sanderson discuss the taxation of death benefit pensions and the strategy options to receive pension payments tax effectively. Hosted on Acast. See acast.com/privacy for more information.

Craig Day and Kim Guest discuss the Centrelink assessment of the principal home when a client rents out rooms in their home, a self-contained living area or another residence on the same title as their principal home. Hosted on Acast. See acast.com/privacy for more information.