Episodes
136
Latest episode
Aug 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, William Truong, Richard Chen and Kim Guest discuss the latest technical news:Release of Treasury consultation paper on proposed tax changes to discretionary trustsATO releases guidance on SMSF LRBA ban on residential propertyChanges 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.
During the May Federal Budget, the Government announced that existing properties held as at 12 May 2026 will be exempt from the negative gearing changes commencing on 1 July 2027. This has promoted increased adviser queries on whether clients can boost interest deductions by increasing property debt.In this podcast, Craig Day and Linda Bruce address key frequently asked questions from advisers about the tax implications of borrowing additional amounts against an existing property. Hosted on Acast. See acast.com/privacy for more information.
Craig Day, Tim Sanderson, Linda Bruce and Sina Heng discuss the latest technical news:Federal Budget tax reform bills have passed - discussion on significant developments including bans on SMSF LRBA for residential property and changes to small business concessionsRelease of Division 296 regulations which contain important technical detail1 July 2026 changes - new rates and thresholds and Payday Super Hosted on Acast. See acast.com/privacy for more information.
Tim Sanderson, Alex Denham and Richard Chen discuss an adviser question regarding unused carry forward concessional contribution amounts displaying on myGov and situations where amounts may not be displaying correctly. Hosted on Acast. See acast.com/privacy for more information.
Craig Day and Tim Sanderson answer many of the questions we have received from advisers regarding the proposed CGT, negative gearing and discretionary trust tax changes.The answers are based on both the Federal Budget papers as well as newly introduced legislation which includes the proposed amendments to implement the CGT and negative gearing changes. Hosted on Acast. See acast.com/privacy for more information.
Craig Day, Tim Sanderson and Kim Guest discuss the latest technical news.Federal Budget - draft legislation released on CGT and negative gearing changesNew legislation allowing victims of child abuse to access offenders superRecent announcement regarding the Support at Home programReminder about Payday Super commencing 1 July Hosted on Acast. See acast.com/privacy for more information.
Craig Day and Kim Guest discuss this month's question of the month, which discusses how the Centrelink granny flat rules apply when a client wants to create multiple granny flat arrangements. Hosted on Acast. See acast.com/privacy for more information.
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