Craig Day

FirstTech Podcast

Business EN ↓ 133 episodes

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,...

Author

Craig Day

Episodes

Total super balance - inclusion of LRBA amounts 03.03.2020 28:00

In this podcast we discuss a recent legislative change that includes the outstanding balance of an LRBA entered into on or after 1 July 2018 into the total super balance of certain SMSF and SAF members. Hosted on Acast. See acast.com/privacy for more information.

Super Contribution Splitting 05.11.2019 17:48

In this podcast we discuss the strategy of splitting concessional contributions to a spouse. Splitting contributions allows clients to equalise superannuation balances which can be effective at maximising access to superannuation tax concessions. Hosted on Acast. See acast.com/privacy for more information.

Receiving Age Pension Overseas 05.11.2019 10:58

In this podcast we discuss the Centrelink rules that apply when living overseas and receiving the age pension including proportional portability and the former resident rule. Hosted on Acast. See acast.com/privacy for more information.

Co-investment owners, partnerships and financial planning considerations 27.09.2019 20:16

In this podcast we discuss the implications of jointly holding passive investments such as investment properties or share portfolios, and the not commonly understood implications of being treated as partners in a partnership for tax law purposes. Hosted on Acast. See acast.com/privacy for more information.

Alternative Centrelink Assessment - Member of a Couple Enters Care 30.08.2019 10:22

In this podcast we discuss an alternative Centrelink assessment known as ‘living separately and apart’ that may apply when a member of a couple enters aged care. Hosted on Acast. See acast.com/privacy for more information.

Tax on Super Death Benefits Paid to Estate vs Beneficiary 30.08.2019 16:35

In this podcast we discuss the different financial outcomes that can arise depending on whether lump sum super death benefits are paid directly from the deceased’s super fund or indirectly through the deceased’s estate. Hosted on Acast. See acast.com/privacy for more information.

Expansion of Work Bonus to Self-Employed 30.08.2019 10:13

In this podcast we take an in-depth look at the expansion of the social security Work Bonus to self-employed clients from 1 July 2019 Hosted on Acast. See acast.com/privacy for more information.

When I'm 64 30.08.2019 32:11

In this podcast we take an in-depth look at the superannuation, tax and social security rules that impact clients approaching age 65. Hosted on Acast. See acast.com/privacy for more information.