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FirstTech Podcast

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, qualifications and experience to understand the concepts discussed as well as the technical language used. If you still decide to listen please understand the information contained in this recording is general information only and does not take into account any of your personal circumstances, needs or objectives. Any scenarios considered during this podcast are purely hypothetical and are for illustrative purposes only and do not constitute a recommendation to purchase, hold or sell any financial products or take any other course of action. You should read the relevant product disclosure statement before making an investment decision and consider talking to a financial adviser. While all care has been taken in the preparation of this podcast, using sources we believe to be reliable and accurate, no person including Colonial First State Investments Limited or the Commonwealth Bank group of companies, accepts responsibility for any loss suffered by any person arising from reliance on this information.

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

Categories

Last Episode Date: 2 September 2024

Total Episodes: 131

Collaboration
Podcast Interviews
Affiliate and Join Ventures
Sponsorships
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Feed swaps
Guest/Interview swaps
Monetization
Advertising and Sponsors
Affiliate and JVs
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2 September 2024
How to exclude a small business CGT, personal injury or downsizer contributions from counting towards the NCCs cap

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.

14 min
2 September 2024
Homeloan offset accounts vs redraw facilities

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.

21 min
2 September 2024
Latest News - August 2024

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

26 min
6 August 2024
Latest News - July 2024

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

39 min
6 August 2024
Super contributions & the law of mistake

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.

17 min
6 August 2024
Question of the month - Centrelink assessment of multiple funeral investments

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.

12 min
1 July 2024
Salary sacrifice considerations for 2024/25

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.

24 min
1 July 2024
Division 296 tax with Peter Burgess

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.

51 min
1 July 2024
Latest News - June 2024

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

20 min
31 May 2024
Things to do before 30 June

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.

32 min
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