Follow us:
Find Thousands of Podcast Partners
biz tech podcasts logo
Podcast Image

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: 30 April 2024

Total Episodes: 120

Collaboration
Podcast Interviews
Affiliate and Join Ventures
Sponsorships
Promo Swaps
Feed swaps
Guest/Interview swaps
Monetization
Advertising and Sponsors
Affiliate and JVs
Paid Interviews
Products, Services or Events
Memberships
Donations
30 April 2024
The impact of super rollovers on financial planning strategies

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.

24 min
30 April 2024
Death benefit vs member benefit

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.

20 min
30 April 2024
Latest News - April 2024

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

35 min
28 March 2024
End of financial year superannuation strategies

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.

36 min
28 March 2024
Who is a spouse for tax and super purposes?

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.

24 min
28 March 2024
Latest News - March 2024

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

21 min
29 February 2024
Advice implications of the changes to the stage 3 tax cuts

Craig Day, Tim Sanderson and Linda Bruce discuss the advice implications of the changes to the Stage 3 tax cuts that recently passed parliament.This podcast was recorded prior to the changes passing the senate. Hosted on Acast. See acast.com/privacy for more information.

23 min
29 February 2024
Latest News - February 2024

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.

25 min
29 February 2024
Personal deductible contributions and Division 293 tax

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.

10 min
8 December 2023
Latest News - What's in store for 2024?

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.

26 min
Contact Us
First
Last
Discover New Podcast Partnerships

Subscribe To Our Weekly Newsletter

Get notified about new partnerships

Enter your name and email For Gifts, Deals and Prizes