Craig Day, Tim Sanderson and Linda Bruce discuss some key considerations when planning salary sacrifice contributions in 2024/25. Hosted on Acast. See acast.com/privacy for more information.
Jul 01, 2024•24 min•Season 1Ep. 138
Craig Day interviews Peter Burgess (CEO of the SMSF Association), about the implications of the proposed new Division 296 tax. Hosted on Acast. See acast.com/privacy for more information.
Jul 01, 2024•51 min•Season 1Ep. 137
Craig Day, Tim Sanderson, Linda Bruce and Kim Guest discuss the latest technical news Hosted on Acast. See acast.com/privacy for more information.
Jul 01, 2024•21 min•Season 1Ep. 136
Craig Day, Linda Bruce and Kim Guest discuss a range of superannuation, tax and compliance issues to consider before 30 June. Hosted on Acast. See acast.com/privacy for more information.
May 31, 2024•32 min•Season 1Ep. 135
Craig Day, Richard Chen and Kim Guest discuss the latest technical news for May 2024. Hosted on Acast. See acast.com/privacy for more information.
May 31, 2024•19 min•Season 1Ep. 134
Craig Day and Linda Bruce discuss the impact of super rollovers on eligible service periods, and how that can impact the tax treatment of a lump sum disability benefit or death benefit payment. Hosted on Acast. See acast.com/privacy for more information.
Apr 30, 2024•25 min•Season 1Ep. 133
Craig Day and Kim Guest discuss the tax treatment when a client requests a super lump sum withdrawal but then dies before the payment is made. Hosted on Acast. See acast.com/privacy for more information.
Apr 30, 2024•21 min•Season 1Ep. 132
Craig Day, Linda Bruce, Kim Guest and Tim Sanderson discuss the latest technical news. Hosted on Acast. See acast.com/privacy for more information.
Apr 30, 2024•36 min•Season 1Ep. 131
Craig Day and Linda Bruce discuss super strategies to implement towards the end of 2023-24, and to prepare for 2024-25. Hosted on Acast. See acast.com/privacy for more information.
Mar 28, 2024•37 min•Season 1Ep. 130
Craig Day and Alex Denham discuss how to determine whether the beneficiary of a super death benefit is a spouse for super and tax purposes. Hosted on Acast. See acast.com/privacy for more information.
Mar 28, 2024•24 min•Season 1Ep. 129
Kim Guest and Linda Bruce discuss the latest technical news for March 2024. Hosted on Acast. See acast.com/privacy for more information.
Mar 28, 2024•22 min•Season 1Ep. 128
Craig Day, Tim Sanderson, Linda Bruce and Kim Guest discuss the latest technical news. For more information see ATO PBR 1052187560814 Subject: Superannuation death benefits dependent Date: 8 Dec 2023 Hosted on Acast. See acast.com/privacy for more information.
Feb 29, 2024•26 min•Season 1Ep. 126
Craig Day and Peter Wheatland discuss how making a personal deductible contribution affects a client's Division 293 tax liability. Hosted on Acast. See acast.com/privacy for more information.
Feb 29, 2024•10 min•Season 1Ep. 125
In this edition of latest news, we discuss the changes to super, tax, social security and aged care that are expected in 2024. Hosted on Acast. See acast.com/privacy for more information.
Dec 08, 2023•26 min•Season 1Ep. 124
Craig Day and Kim Guest discuss how the social security - principal home sale proceeds exemption works. Hosted on Acast. See acast.com/privacy for more information.
Dec 08, 2023•19 min•Season 1Ep. 123
Craig Day, Linda Bruce and Tim Sanderson discuss an adviser question - should Division 293 tax be paid from super or personally? Hosted on Acast. See acast.com/privacy for more information.
Dec 08, 2023•16 min•Season 1Ep. 122
Craig Day and Kim Guest discuss a range of advice issues to consider before winding up an SMSF. Hosted on Acast. See acast.com/privacy for more information.
Nov 01, 2023•27 min•Season 1Ep. 121
Craig Day and Tim Sanderson discuss draft legislation which applies an additional 15% tax on super earnings that correspond to a member's total super balance over $3 million from 2025-26. Hosted on Acast. See acast.com/privacy for more information.
Nov 01, 2023•22 min•Season 1Ep. 120
Craig Day and Tim Sanderson discuss changes to the FHSS scheme that are designed to improve flexibility. Subsequent to the recording of this podcast, legislation implementing the changes received royal assent on 20 Sept 2023. However the start date of the changes is still to be announced. Hosted on Acast. See acast.com/privacy for more information.
Sep 29, 2023•19 min•Season 1Ep. 118
Craig Day and Linda Bruce discuss the advice implications of the stage 3 tax cuts, which are legislated to commence 1 July 2024. Hosted on Acast. See acast.com/privacy for more information.
Sep 29, 2023•26 min•Season 1Ep. 117
Craig Day, Richard Chen, Alex Denham and Tim Sanderson discuss the latest technical news. Hosted on Acast. See acast.com/privacy for more information.
Sep 29, 2023•18 min•Season 1Ep. 116
Craig Day and Linda Bruce discuss the implications of receiving a lump sum super death benefit on Division 293 tax. Hosted on Acast. See acast.com/privacy for more information.
Sep 01, 2023•28 min•Season 1Ep. 115
Craig Day and Kim Guest discuss Centrelink payments for carers - Carer Payment, Carer Allowance and Carer Supplement. Hosted on Acast. See acast.com/privacy for more information.
Sep 01, 2023•23 min•Season 1Ep. 114
Craig Day and Mark Ellem discuss the implications of a recent legislative change requiring all SMSFs to report TBC events on a quarterly basis from 1 July 2023. Hosted on Acast. See acast.com/privacy for more information.
Jul 31, 2023•25 min•Season 1Ep. 112
Craig Day and Linda Bruce discuss a number of important issues to be aware of when clients are lodging tax returns, that may impact the effectiveness of financial planning strategies. Hosted on Acast. See acast.com/privacy for more information.
Jul 31, 2023•22 min•Season 1Ep. 111
Craig Day, Linda Bruce and Alex Denham discuss whether clients can access their super if they are experiencing mortgage stress. Hosted on Acast. See acast.com/privacy for more information.
Jun 27, 2023•32 min•Season 1Ep. 109
Craig Day and Linda Bruce discuss some common traps when making personal deductible contributions and how to avoid them. Hosted on Acast. See acast.com/privacy for more information.
Jun 27, 2023•39 min•Season 1Ep. 107
Craig Day and Tim Sanderson discuss the advantages and disadvantages of a SMSF investing in a 13.22C trust or company. Hosted on Acast. See acast.com/privacy for more information.
May 31, 2023•28 min•Season 1Ep. 106
Craig Day, Linda Bruce and Kim Guest discuss a range of super and social security issues to consider when a client is diagnosed with a terminal illness. Hosted on Acast. See acast.com/privacy for more information.
May 31, 2023•35 min•Season 1Ep. 104
Craig Day and Kim Guest discuss a number of issues that need to be considered when rolling over a grandfathered account based pension. Hosted on Acast. See acast.com/privacy for more information.
May 02, 2023•20 min•Season 1Ep. 102