FirstTech Podcast

By Craig Day

Listen to a podcast, please open Podcast Republic app. Available on Google Play Store and Apple App Store.

Image by Craig Day

Category: Investing

Open in Apple Podcasts


Open RSS feed


Open Website


Rate for this podcast

Subscribers: 5
Reviews: 0
Episodes: 119

Description

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.


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