Craig Day and Tim Sanderson discuss key considerations when implementing the recontribution strategy. Hosted on Acast. See acast.com/privacy for more information.
May 02, 2023•19 min•Season 1Ep. 101
Craig Day and Julie Fox discuss the requirements for a beneficiary of a super death benefit to qualify as a tax dependant under the interdependency relationship criteria. Hosted on Acast. See acast.com/privacy for more information.
Mar 28, 2023•24 min•Season 1Ep. 97
Craig Day and Linda Bruce discuss an adviser question regarding the application of Division 293 tax when utilising carry forward concessional contributions. Hosted on Acast. See acast.com/privacy for more information.
Feb 23, 2023•25 min•Season 1Ep. 96
Craig Day and Julie Fox discuss a range of frequently asked questions regarding superannuation and non-resident issues. Hosted on Acast. See acast.com/privacy for more information.
Feb 23, 2023•25 min•Season 1Ep. 94
Craig Day and Tim Sanderson discuss the implications of the indexation of the general Transfer Balance Cap to $1.9 million from 1 July 2023 Hosted on Acast. See acast.com/privacy for more information.
Feb 23, 2023•17 min•Season 1Ep. 93
Craig Day, Linda Bruce and Tim Sanderson discuss the CGT implications of a beneficiary disposing of a property that was inherited from a deceased estate. Hosted on Acast. See acast.com/privacy for more information.
Dec 08, 2022•19 min•Season 1Ep. 91
Craig Day and Julie Fox discuss a number of situations when equalising super balances between members of a couple may be beneficial. Hosted on Acast. See acast.com/privacy for more information.
Dec 08, 2022•20 min•Season 1Ep. 90
Craig Day, Kim Guest and Tim Sanderson discuss the similarities and differences between total super balance and transfer balance cap. Hosted on Acast. See acast.com/privacy for more information.
Dec 08, 2022•18 min•Season 1Ep. 89
Craig Day and Linda Bruce discuss some important timeframes when making super contributions under the lifetime CGT cap. Hosted on Acast. See acast.com/privacy for more information.
Nov 16, 2022•29 min•Season 1Ep. 88
Craig Day and Tim Sanderson discuss the taxation of death benefit pensions and the strategy options to receive pension payments tax effectively. Hosted on Acast. See acast.com/privacy for more information.
Nov 16, 2022•18 min•Season 1Ep. 86
Craig Day and Kim Guest discuss the Centrelink assessment of the principal home when a client rents out rooms in their home, a self-contained living area or another residence on the same title as their principal home. Hosted on Acast. See acast.com/privacy for more information.
Nov 16, 2022•23 min•Season 1Ep. 85
Craig Day and Linda Bruce discuss whether the tax law allows the tax-free uplift to apply to a rollover super benefit. CPD points are available - please complete the quiz available on the podcast page of the FirstTech website available via FirstNet Adviser Hosted on Acast. See acast.com/privacy for more information.
Sep 30, 2022•18 min•Season 1Ep. 82
Craig Day, Linda Bruce and Tim Sanderson discuss the tax implications of a non-tax resident receiving a super death benefit. CPD points are available - please complete the quiz available on the podcast page of the FirstTech website available via FirstNet Adviser Hosted on Acast. See acast.com/privacy for more information.
Sep 30, 2022•29 min•Season 1Ep. 81
Craig Day, Tim Sanderson and Peter Wheatland discuss whether an enduring power of attorney can become trustee/director when a SMSF member loses capacity. CPD points are available - please complete the quiz available on the podcast page of the FirstTech website available via FirstNet Adviser. Hosted on Acast. See acast.com/privacy for more information.
Sep 30, 2022•20 min•Season 1Ep. 80
Craig Day, with special guests Peter Burgess and David Busoli discuss a range of practical issues with using SuperStream for SMSF rollovers. Hosted on Acast. See acast.com/privacy for more information.
Sep 02, 2022•40 min•Season 1Ep. 79
Craig Day, Linda Bruce and Kim Guest discuss a variety of activities and whether they qualify as gainful employment. Hosted on Acast. See acast.com/privacy for more information.
Sep 02, 2022•26 min•Season 1Ep. 78
Craig Day, Kim Guest and Linda Bruce discuss the Centrelink and estate planning considerations when adding or removing a reversionary beneficiary without a pension refresh. Hosted on Acast. See acast.com/privacy for more information.
Jul 29, 2022•22 min•Season 1Ep. 73
Craig Day, Julie Fox, Kim Guest and Peter Wheatland discuss the latest technical news. Hosted on Acast. See acast.com/privacy for more information.
Jul 29, 2022•28 min•Season 1Ep. 75
Craig Day, Alex Denham and Tim Sanderson discuss a range of legal and practical issues that a SMSF trustee needs to consider before acquiring shares in a private company. Hosted on Acast. See acast.com/privacy for more information.
Jul 06, 2022•33 min•Season 1Ep. 72
Craig Day and Clinton Jackson discuss the recent High Court decision in Hill v Zuda Pty Ltd, which determined whether a binding death benefit nomination for an SMSF can last indefinitely. Hosted on Acast. See acast.com/privacy for more information.
Jul 06, 2022•27 min•Season 1Ep. 71
In this podcast we discuss the impact on the surviving partner's Age Pension when a member of a couple dies. Hosted on Acast. See acast.com/privacy for more information.
May 04, 2022•15 min•Season 1Ep. 63
In this podcast we discuss the opportunity to implement recontribution strategies due to the removal of the work test from 1 July 2022, including issues that need to be considered when implementing this strategy for someone who has already retired. Hosted on Acast. See acast.com/privacy for more information.
Mar 25, 2022•36 min•Season 1Ep. 60
In this podcast we discuss the taxation and Centrelink treatment of a deceased estate. Hosted on Acast. See acast.com/privacy for more information.
Feb 28, 2022•37 min•Season 1Ep. 58
Craig Day and Linda Bruce discuss the small business 15-year exemption, and the importance of ensuring it is in connection with retirement. If not planned properly, the disposer may need to pay additional capital gains tax and miss a significant opportunity to maximise superannuation contributions. Hosted on Acast. See acast.com/privacy for more information.
Dec 08, 2021•32 min•Season 1Ep. 55
Craig Day and Tim Sanderson discuss the SMSF central management and control test including tips, traps and strategies. Hosted on Acast. See acast.com/privacy for more information.
Nov 03, 2021•29 min•Season 1Ep. 52
Craig Day and Tim Sanderson discuss the pros and cons of the new rules that came into effect on 1 July 2021, allowing SMSFs to have six members. Hosted on Acast. See acast.com/privacy for more information.
Sep 01, 2021•39 min•Season 1Ep. 49
This podcast discusses contribution reserving strategies for SMSF members, and the potential for some members to utilise the increase in the contribution caps from 1 July 2021, in the current financial year. Hosted on Acast. See acast.com/privacy for more information.
May 04, 2021•41 min•Season 1Ep. 38
Craig Day and Linda Bruce discuss the transfer balance cap implications of a spouse receiving a death benefit as a retirement phase income stream. Hosted on Acast. See acast.com/privacy for more information.
Mar 29, 2021•38 min•Season 1Ep. 37
Craig Day and Linda Bruce discuss the taxation implications of transferring foreign superannuation savings to Australia. Hosted on Acast. See acast.com/privacy for more information.
Feb 22, 2021•25 min•Season 1Ep. 35
In this podcast we explore the retirement condition of release in detail and provide examples of how it operates in a range of situations. We also answer the most frequently asked questions FirstTech receive and highlight current areas of uncertainty. Hosted on Acast. See acast.com/privacy for more information.
Dec 10, 2020•35 min•Season 1Ep. 33