FirstTech Podcast

Von: Craig Day
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  • Inhaltsangabe

  • 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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    Craig Day
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Persönliche Finanzen Politik & Regierungen Wirtschaft & Karriere Ökonomie
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  • Exceeding the non-concessional contributions cap - options

    Exceeding the non-concessional contributions cap - options
    Dec 10 2024
    It's that time of year when clients may receive an excess non-concessional contribution determination from the ATO. Craig Day and Tim Sanderson discuss the 3 options that are available for dealing with the excess.

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    19 Min.
  • Latest News - Nov/Dec 2024

    Latest News - Nov/Dec 2024
    Dec 10 2024

    Craig Day, Tim Sanderson, Kim Guest, Alex Denham, Richard Chen & Sina Heng discuss the latest technical news:

    - What happened in the last days of Parliament

    - New Aged Care Act awaits Royal Assent

    - Reforms to the retirement phase of super

    - Payday super update

    - Will the transfer balance cap increase to $2M from 1 July 2025?


    Hosted on Acast. See acast.com/privacy for more information.
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    20 Min.
  • New Tax Determination clarifies deductibility of advice fees for individuals

    New Tax Determination clarifies deductibility of advice fees for individuals
    Dec 10 2024

    Craig Day and special guest Tony Negline discuss Tax Determination TD 2024/7, which updates the ATO's view on what part of the cost of advice provided by a financial adviser to an individual client, can be claimed as a tax deduction.

    It is important to note this Tax Determination discusses the deductibility of advice fees paid directly by individuals who are not carrying on a business, it does not cover the tax treatment of advice fees deducted from a client’s superannuation account.


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    30 Min.

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