FirstTech Podcast

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.

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.

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.

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.

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.

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.

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.

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.