Listen to a podcast, please open Podcast Republic app. Available on Google Play Store and Apple App Store.
Hosted on Acast. See acast.com/privacy for more information.
| Episode | Date |
|---|---|
|
Question of the month: Why does my client have excess non-concessional contributions?
|
Dec 09, 2025 |
|
Transfers from foreign retirement schemes that are not foreign super funds
|
Dec 09, 2025 |
|
Latest News - November 2025
|
Dec 09, 2025 |
|
Significant changes announced to Division 296 tax proposal
|
Nov 04, 2025 |
|
Latest News - October 2025
|
Nov 04, 2025 |
|
Question of the month - What happens when a SMSF trustee undertakes work for the SMSF?
|
Nov 04, 2025 |
|
Question of the month - CGT & the Main Residence Trap for Non-Residents
|
Oct 01, 2025 |
|
Recontribution strategies: What works, what doesn't
|
Oct 01, 2025 |
|
Latest News - September 2025
|
Oct 01, 2025 |
|
Question of the month: The Ins & Outs of Downsizer Contributions for Couples
|
Sep 03, 2025 |
|
Death Benefit Pensions: The 5 Most Asked Questions
|
Sep 03, 2025 |
|
Latest News - August 2025
|
Sep 03, 2025 |
|
Question of the month: Company directors and the retirement condition of release
|
Aug 01, 2025 |
|
Important tax return issues relating to financial planning strategies
|
Aug 01, 2025 |
|
Latest News - July 2025
|
Aug 01, 2025 |
|
Question of the month: Timing & Varying Notices of Intent to Claim Super Deductions
|
Jun 30, 2025 |
|
Division 296 - Super Tax Strategies & Withdrawal Timing
|
Jun 30, 2025 |
|
Latest News - June 2025
|
Jun 30, 2025 |
|
Contribution splitting - Frequently asked questions
|
May 31, 2025 |
|
Latest News - May 2025
|
May 31, 2025 |
|
Division 296 - Where are we now?
|
May 31, 2025 |
|
Updating investment balances with Centrelink: Tips and Timing
|
May 10, 2025 |
|
Consequences of an SMSF failing the minimum pension standards
|
May 10, 2025 |
|
Latest News - Federal Election wrap up and more...
|
May 10, 2025 |
|
End of financial year super strategies 2024-25
|
Mar 29, 2025 |
|
Latest News - March 2025
|
Mar 29, 2025 |
|
Navigating minimum annual pension payment rules
|
Mar 29, 2025 |
|
Understanding Powers of Attorney
|
Mar 05, 2025 |
|
Commuting a TAP under legacy pension rules
|
Mar 05, 2025 |
|
Latest News - February 2025
|
Mar 05, 2025 |
|
Exceeding the non-concessional contributions cap - options
|
Dec 10, 2024 |
|
Latest News - Nov/Dec 2024
|
Dec 10, 2024 |
|
New Tax Determination clarifies deductibility of advice fees for individuals
|
Dec 10, 2024 |
|
Legacy pension conversions and reserves
|
Nov 08, 2024 |
|
Major changes to home care
|
Nov 08, 2024 |
|
Latest News - October 2024
|
Nov 08, 2024 |
|
Are TTR strategies still effective?
|
Oct 01, 2024 |
|
Major aged care changes from 1 July 2025
|
Oct 01, 2024 |
|
Latest News Sept 2024
|
Oct 01, 2024 |
|
How to exclude a small business CGT, personal injury or downsizer contributions from counting towards the NCCs cap
|
Sep 02, 2024 |
|
Homeloan offset accounts vs redraw facilities
|
Sep 02, 2024 |
|
Latest News - August 2024
|
Sep 02, 2024 |
|
Latest News - July 2024
|
Aug 06, 2024 |
|
Super contributions & the law of mistake
|
Aug 06, 2024 |
|
Question of the month - Centrelink assessment of multiple funeral investments
|
Aug 06, 2024 |
|
Salary sacrifice considerations for 2024/25
|
Jul 01, 2024 |
|
Division 296 tax with Peter Burgess
|
Jul 01, 2024 |
|
Latest News - June 2024
|
Jul 01, 2024 |
|
Things to do before 30 June
|
May 31, 2024 |
|
Latest News - May 2024
|
May 31, 2024 |
|
The impact of super rollovers on financial planning strategies
|
Apr 30, 2024 |
|
Death benefit vs member benefit
|
Apr 30, 2024 |
|
Latest News - April 2024
|
Apr 30, 2024 |
|
End of financial year superannuation strategies
|
Mar 28, 2024 |
|
Who is a spouse for tax and super purposes?
|
Mar 28, 2024 |
|
Latest News - March 2024
|
Mar 28, 2024 |
|
Latest News - February 2024
|
Feb 29, 2024 |
|
Personal deductible contributions and Division 293 tax
|
Feb 29, 2024 |
|
Latest News - What's in store for 2024?
|
Dec 08, 2023 |
|
Principal home sale proceeds exemption
|
Dec 08, 2023 |
|
Division 293 - comparing payment options
|
Dec 08, 2023 |
|
Winding up an SMSF
|
Nov 01, 2023 |
|
Draft legislation for the new Division 296 tax
|
Nov 01, 2023 |
|
Increased flexibility for the First Home Super Saver Scheme
|
Sep 29, 2023 |
|
Advice implications of the stage 3 tax cuts
|
Sep 29, 2023 |
|
Latest News - Sept 2023
|
Sep 29, 2023 |
|
Question of the month - Division 293 tax and super death benefits
|
Sep 01, 2023 |
|
Centrelink payment for carers
|
Sep 01, 2023 |
|
TBC event based reporting changes for SMSFs
|
Jul 31, 2023 |
|
Important tax return issues relating to financial planning strategies
|
Jul 31, 2023 |
|
Mortgage stress - is super the answer?
|
Jun 27, 2023 |
|
Personal deductible contributions - tips and traps
|
Jun 27, 2023 |
|
SMSFs investing in ungeared unit trusts & companies (13.22C)
|
May 31, 2023 |
|
Super, social security and terminal illness
|
May 31, 2023 |
|
Should you rollover a grandfathered account based pension?
|
May 02, 2023 |
|
Recontribution strategies - tips and traps
|
May 02, 2023 |
|
Interdependency relationships
|
Mar 28, 2023 |
|
Question of the month - Division 293 tax and carry forward concessional contributions
|
Feb 23, 2023 |
|
Super and non-residents
|
Feb 23, 2023 |
|
Transfer balance cap $1.9M from 1 July 2023
|
Feb 23, 2023 |
|
CGT implications of inheriting a main residence
|
Dec 08, 2022 |
|
Spouse equalisation strategies
|
Dec 08, 2022 |
|
Question of the month - Total super balance vs transfer balance cap
|
Dec 08, 2022 |
|
Question of the month - Lifetime CGT cap timeframes
|
Nov 16, 2022 |
|
Restructuring death benefit pensions
|
Nov 16, 2022 |
|
Centrelink assessment of renting rooms, self-contained areas or dual occupancy
|
Nov 16, 2022 |
|
Question of the month - When does a super fund apply the tax-free uplift?
|
Sep 30, 2022 |
|
Super death benefits paid to non-tax residents
|
Sep 30, 2022 |
|
Enduring powers of attorney and SMSFs
|
Sep 30, 2022 |
|
SMSF SuperStream rollover traps and how to avoid them
|
Sep 02, 2022 |
|
What qualifies as gainful employment
|
Sep 02, 2022 |
|
Adding a reversionary beneficiary without a pension refresh
|
Jul 29, 2022 |
|
Latest News July 2022
|
Jul 29, 2022 |
|
SMSFs investing in a private company
|
Jul 06, 2022 |
|
High Court decision on SMSF binding nominations
|
Jul 06, 2022 |
|
Centrelink assessment when a member of a couple dies
|
May 04, 2022 |
|
Work test removal and recontribution conundrums
|
Mar 25, 2022 |
|
Deceased estates - taxation and Centrelink
|
Feb 28, 2022 |
|
Small business owner's retirement plans can impact tax and super
|
Dec 08, 2021 |
|
SMSF central management and control
|
Nov 03, 2021 |
|
Six member SMSF
|
Sep 01, 2021 |
|
Contribution reserves and SMSFs
|
May 04, 2021 |
|
Death benefit income streams and the transfer balance cap
|
Mar 29, 2021 |
|
Foreign super fund transfers
|
Feb 22, 2021 |
|
Exploring the retirement condition of release
|
Dec 10, 2020 |
|
Invalidity super issues
|
Nov 03, 2020 |
|
Testamentary trusts and tax issue
|
Sep 30, 2020 |
|
Leave payments on retirement: Lump sums vs taking leave
|
Sep 30, 2020 |
|
Impact of negative returns of super tax components
|
Sep 01, 2020 |
|
Sole purpose test
|
Aug 06, 2020 |
|
Accessing super under the financial hardship condition of release
|
Mar 04, 2020 |
|
Total super balance - inclusion of LRBA amounts
|
Mar 03, 2020 |
|
Super Contribution Splitting
|
Nov 05, 2019 |
|
Receiving Age Pension Overseas
|
Nov 05, 2019 |
|
Co-investment owners, partnerships and financial planning considerations
|
Sep 27, 2019 |
|
Alternative Centrelink Assessment - Member of a Couple Enters Care
|
Aug 30, 2019 |
|
Tax on Super Death Benefits Paid to Estate vs Beneficiary
|
Aug 30, 2019 |
|
Expansion of Work Bonus to Self-Employed
|
Aug 30, 2019 |
|
When I'm 64
|
Aug 30, 2019 |