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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: 1 July 2024

Total Episodes: 125

Collaboration
Podcast Interviews
Affiliate and Join Ventures
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Monetization
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Affiliate and JVs
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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
31 May 2024
Latest News - May 2024

Craig Day, Richard Chen and Kim Guest discuss the latest technical news for May 2024. Hosted on Acast. See acast.com/privacy for more information.

18 min
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
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