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FirstTech Podcast

FirstTech Podcast

Von: Craig Day
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 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 Persönliche Finanzen Politik & Regierungen Ökonomie
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  • Significant changes announced to Division 296 tax proposal

    Significant changes announced to Division 296 tax proposal
    Nov 4 2025

    On 13 October 2025, the Treasurer announced significant changes to the yet to be legislated Division 296 tax rules – which proposes to tax the earnings attributable to a person’s total super balance over $3m at higher rates.

    In this podcast we discuss the proposed changes, what they could potentially mean for impacted members and funds, and outstanding uncertainties where further clarity is needed.

    Hosted on Acast. See acast.com/privacy for more information.
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    27 Min.
  • Latest News - October 2025

    Latest News - October 2025
    Nov 4 2025
    Craig Day, Linda Bruce, Richard Chen, Alex Denham and Kim Guest discuss the latest technical news including changes announced to the proposed Division 296 tax, Payday Super, super releases under compassionate grounds, ATO directing SMSF trustees to undertake education and 1 November 2025 aged care changes.

    Hosted on Acast. See acast.com/privacy for more information.
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    30 Min.
  • Question of the month - What happens when a SMSF trustee undertakes work for the SMSF?

    Question of the month - What happens when a SMSF trustee undertakes work for the SMSF?
    Nov 4 2025
    Craig Day and Linda Bruce answer our question of the month, which discusses what happens where a member/trustee of an SMSF undertakes work on a fund asset that they technically need to charge for to avoid the fund incurring a non-arm’s length expense.

    Hosted on Acast. See acast.com/privacy for more information.
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    17 Min.
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