FirstTech Podcast

FirstTech Podcast

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FirstTech Podcast episodes

  • Budget announcement: Repeal of the work test
    In this podcast we discuss the Budget announcement to allow individuals aged 67 to 74 to make or receive non-concessional (including under the bring forward rule) or salary sacrifice without meeting the work test.

    Hosted on Acast. See acast.com/privacy for more information.

    19 min
  • Budget announcement: SMSF residency changes
    In this podcast we discuss the Budget announcement to relax the residency requirements for SMSFs by extending the central management and control test from 2 to 5 years and removing the active member test.

    Hosted on Acast. See acast.com/privacy for more information.

    26 min
  • Budget announcement: Legacy pension conversions
    In this podcast we discuss the Budget announcement to provide a two year window to allow clients with certain complying income streams to transfer the capital (including reserves) back to accumulation phase.

    Hosted on Acast. See acast.com/privacy for more information.

    23 min
  • Personal deductible contributions
    This podcast explores the basic eligibility requirements for making personal concessional contributions as well as some examples of common mistakes and how to avoid them. 

    Hosted on Acast. See acast.com/privacy for more information.

    36 min
  • Contribution reserves and SMSFs
    This podcast discusses contribution reserving strategies for SMSF members, and the potential for some members to utilise the increase in the contribution caps from 1 July 2021, in the current financial year.

    Hosted on Acast. See acast.com/privacy for more information.

    42 min
  • Contribution cap increases
    Craig Day and Tim Sanderson discuss the indexation of the concessional and non-concessional caps from 1 July 2021.

    Hosted on Acast. See acast.com/privacy for more information.

    24 min
  • Foreign super fund transfers
    Craig Day and Linda Bruce discuss the taxation implications of transferring foreign superannuation savings to Australia.

    Hosted on Acast. See acast.com/privacy for more information.

    26 min
  • Transfer balance cap indexation
    Craig Day and Tim Sanderson discuss the implications of the increased general transfer balance cap that applies from 1 July 2021.

    Hosted on Acast. See acast.com/privacy for more information.

    32 min

About FirstTech Podcast

From the publisher's feed

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…

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