Episodes
142
Latest episode
Oct 2026
Language
EN
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.
Craig Day and Tim Sanderson discuss the ATO's guidance on SMSF establishment costs, including when members can pay and be reimbursed, when those costs may be treated as contributions and which establishment expenses can be charged to the SMSF. Hosted on Acast. See acast.com/privacy for more information.
As we step into the 2026-27 financial year, advisers are actively helping clients plan and implement strategies for the year ahead. However its just as important to look back, as the way clients complete their 2025-26 tax returns can have a direct impact on the success of the financial planning strategies advisers recommended for the 2025-26 year. Several financial planning strategies rely on the correct completion of the individual tax return. If key items are missed or incorrectly reported, the strategy may not work as intended, and in some cases, may even trigger adverse tax consequences. Hosted on Acast. See acast.com/privacy for more information.
Craig Day, Linda Bruce, William Truong and Kim Guest discuss the latest technical news: Draft legislation for the 30% minimum tax on discretionary trusts 2026 Intergenerational Report and the implications for retirement and aged care advice How Payday Super is operating three months from commencement Hosted on Acast. See acast.com/privacy for more information.
Craig Day, Linda Bruce, Tim Sanderson, Alex Denham and Kim Guest discuss the latest technical news: CGT and negative gearing changes, in situations involving death and relationship breakdown Proposed super reforms in relation to SMSFs Changes to the payment of pension supplement when going overseas Deeming rate from 20 Sept Announcement regarding Commonwealth Home Support Program Hosted on Acast. See acast.com/privacy for more information.
Peter Burgess, CEO of the SMSF Association talks to Craig Day about the proposed super reforms to strengthen customer protections in relation to SMSFs. Hosted on Acast. See acast.com/privacy for more information.
From the 2027-28 financial year, significant changes to CGT rules mean that some clients will realise capital gains that are subject to a minimum 30% tax rate. For these clients, the benefit of making a personal deductible super contribution, as well as the optimum contribution amount, may change compared with current strategies. Hosted on Acast. See acast.com/privacy for more information.
Craig Day, William Truong, Richard Chen and Kim Guest discuss the latest technical news: Release of Treasury consultation paper on proposed tax changes to discretionary trusts ATO releases guidance on SMSF LRBA ban on residential property Changes to UK pension transfers Hosted on Acast. See acast.com/privacy for more information.
Following the May 2026 Federal Budget announcement to introduce a 30% minimum tax on discretionary trusts from 1 July 2028, Treasury released a consultation paper in early July. In this podcast, Craig Day and Linda Bruce discuss how the proposed reforms could significantly affect clients who operate businesses or hold investments through discretionary trust structures, potentially resulting in higher tax liabilities and changes to existing planning strategies. Hosted on Acast. See acast.com/privacy for more information.
Craig Day and Kim Guest discuss the Centrelink and aged care implications of a person who is eligible for the extended land use test entering residential aged care. Hosted on Acast. See acast.com/privacy for more information.
Craig Day and Tim Sanderson discuss an interesting and complex adviser question 'My client has a defined benefit pension - how do I know if they will be subject to Division 296 tax?' Hosted on Acast. See acast.com/privacy for more information.
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