Claim OwnershipFirstTech Podcast
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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.
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139 Episodes
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Craig Day, Linda Bruce, Tim Sanderson, Alex Denham and Kim Guest discuss the latest technical news:CGT and negative gearing changes, in situations involving death and relationship breakdownProposed super reforms in relation to SMSFsChanges to the payment of pension supplement when going overseasDeeming rate from 20 SeptAnnouncement regarding Commonwealth Home Support Program Hosted on Acast. See acast.com/privacy for more information.
Peter Burgess, CEO of the SMSF Association talks to Craig Day about the proposed super reforms to strengthen customer protections in relation to SMSFs. Hosted on Acast. See acast.com/privacy for more information.
From the 2027-28 financial year, significant changes to CGT rules mean that some clients will realise capital gains that are subject to a minimum 30% tax rate.For these clients, the benefit of making a personal deductible super contribution, as well as the optimum contribution amount, may change compared with current strategies. Hosted on Acast. See acast.com/privacy for more information.
Craig Day, William Truong, Richard Chen and Kim Guest discuss the latest technical news:Release of Treasury consultation paper on proposed tax changes to discretionary trustsATO releases guidance on SMSF LRBA ban on residential propertyChanges to UK pension transfers Hosted on Acast. See acast.com/privacy for more information.
Following the May 2026 Federal Budget announcement to introduce a 30% minimum tax on discretionary trusts from 1 July 2028, Treasury released a consultation paper in early July.In this podcast, Craig Day and Linda Bruce discuss how the proposed reforms could significantly affect clients who operate businesses or hold investments through discretionary trust structures, potentially resulting in higher tax liabilities and changes to existing planning strategies. Hosted on Acast. See acast.com/privacy for more information.
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