FirstTech Podcast

By Craig Day

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 ... more

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FAQs about FirstTech Podcast:

How many episodes does FirstTech Podcast have?

The podcast currently has 181 episodes available.

FirstTech Podcast episodes:

December 09, 2025 Question of the month: Why does my client have excess non-concessional contributions?
Craig Day and Kim Guest answer our question of the month, which discusses situations where a client receives an excess non-concessional contribution determination and are trying to figure out what went wrong. The answer may surprise you.
Hosted on Acast. See acast.com/privacy for more information.
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16min
December 09, 2025 Transfers from foreign retirement schemes that are not foreign super funds
A client who has lived and worked outside Australia may have an overseas retirement scheme they wish to transfer to an Australian super fund or bank account. If the overseas retirement scheme qualifies as a foreign super fund, a lump sum transfer from the scheme can receive tax concessions under the Australian tax law. However many overseas pension schemes, such as the mainstream retirement plans in the US and Canada, are treated by the ATO as foreign trusts, as they fail to meet the definition of a foreign super fund. Craig Day and Linda Bruce discuss the taxation implications.
Hosted on Acast. See acast.com/privacy for more information.
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24min
December 09, 2025Latest News - November 2025
Craig Day, Sina Heng and Kim Guest discuss the latest technical news:
Will the general transfer balance cap increase on 1 July 2026?
Where are the proposed changes to Division 296 tax up to?
Proposed changes to LISTO
ATO private ruling on whether an adult child qualifies as a tax financial dependent for super death benefit tax purposes
Updates to the government's My Aged Care website
Hosted on Acast. See acast.com/privacy for more information.
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26min
November 04, 2025 Significant changes announced to Division 296 tax proposal
On 13 October 2025, the Treasurer announced significant changes to the yet to be legislated Division 296 tax rules – which proposes to tax the earnings attributable to a person’s total super balance over $3m at higher rates.

In this podcast we discuss the proposed changes, what they could potentially mean for impacted members and funds, and outstanding uncertainties where further clarity is needed.
Hosted on Acast. See acast.com/privacy for more information.
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28min
November 04, 2025 Latest News - October 2025
Craig Day, Linda Bruce, Richard Chen, Alex Denham and Kim Guest discuss the latest technical news including changes announced to the proposed Division 296 tax, Payday Super, super releases under compassionate grounds, ATO directing SMSF trustees to undertake education and 1 November 2025 aged care changes.
Hosted on Acast. See acast.com/privacy for more information.
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31min
November 04, 2025 Question of the month - What happens when a SMSF trustee undertakes work for the SMSF?
Craig Day and Linda Bruce answer our question of the month, which discusses what happens where a member/trustee of an SMSF undertakes work on a fund asset that they technically need to charge for to avoid the fund incurring a non-arm’s length expense.
Hosted on Acast. See acast.com/privacy for more information.
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17min
October 01, 2025 Question of the month - CGT & the Main Residence Trap for Non-Residents
Craig Day and Kim Guest answer our question of the month, which discusses a situation where a client has moved overseas and is considering selling their former main residence in Australia. Will they qualify for the main residence exemption?
Hosted on Acast. See acast.com/privacy for more information.
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18min
October 01, 2025 Recontribution strategies: What works, what doesn't
Craig Day and Tim Sanderson discuss one of the most widely used superannuation strategies: the re-contribution strategy.

Done right, this strategy has a number of benefits for many clients. However, get it wrong and it can create frustrating headaches that are hard to fix.

Hosted on Acast. See acast.com/privacy for more information.
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27min
October 01, 2025 Latest News - September 2025
Craig Day and Kim Guest discuss the latest technical news including upcoming aged care reforms, ATO corporate plan for SMSFs, update on Division 296 and the deeming rate increase.
Hosted on Acast. See acast.com/privacy for more information.
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16min
September 03, 2025 Question of the month: The Ins & Outs of Downsizer Contributions for Couples
Craig Day, Alex Denham and Richard Chen answer our question of the month, which discusses a situation where a couple get together later in life and both own their own home. Who can make a downsizer contribution and in respect of which home?
Hosted on Acast. See acast.com/privacy for more information.
...more
9min

FAQs about FirstTech Podcast:

How many episodes does FirstTech Podcast have?

The podcast currently has 181 episodes available.

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