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…
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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 trusts ATO releases guidance on SMSF LRBA ban on residential property Changes 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…
Craig Day and Kim Guest discuss the Centrelink and aged care implications of a person who is eligible for the extended land use test entering residential aged care. Hosted on Acast. See acast.com/privacy for more information.
Craig Day and Tim Sanderson discuss an interesting and complex adviser question 'My client has a defined benefit pension - how do I know if they will be subject to Division 296 tax?' Hosted on Acast. See acast.com/privacy for more information.
During the May Federal Budget, the Government announced that existing properties held as at 12 May 2026 will be exempt from the negative gearing changes commencing on 1 July 2027. This has promoted increased adviser queries on whether clients can boost interest deductions by increasing property debt. In this podcast, Craig Day and Linda Bruce address key frequently asked questions from advisers…
Craig Day, Tim Sanderson, Linda Bruce and Sina Heng discuss the latest technical news: Federal Budget tax reform bills have passed - discussion on significant developments including bans on SMSF LRBA for residential property and changes to small business concessions Release of Division 296 regulations which contain important technical detail 1 July 2026 changes - new rates and thresholds and…
Tim Sanderson, Alex Denham and Richard Chen discuss an adviser question regarding unused carry forward concessional contribution amounts displaying on myGov and situations where amounts may not be displaying correctly. Hosted on Acast. See acast.com/privacy for more information.
Craig Day and Tim Sanderson answer many of the questions we have received from advisers regarding the proposed CGT, negative gearing and discretionary trust tax changes. The answers are based on both the Federal Budget papers as well as newly introduced legislation which includes the proposed amendments to implement the CGT and negative gearing changes. Hosted on Acast. See acast.com/privacy for…
Craig Day, Tim Sanderson and Kim Guest discuss the latest technical news. Federal Budget - draft legislation released on CGT and negative gearing changes New legislation allowing victims of child abuse to access offenders super Recent announcement regarding the Support at Home program Reminder about Payday Super commencing 1 July Hosted on Acast. See acast.com/privacy for more information.
Craig Day and Kim Guest discuss this month's question of the month, which discusses how the Centrelink granny flat rules apply when a client wants to create multiple granny flat arrangements. Hosted on Acast. See acast.com/privacy for more information.
