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 169 episodes available.

FirstTech Podcast episodes:

May 10, 2025 Consequences of an SMSF failing the minimum pension standards
Where an SMSF paying an account based pension fails the pension standards such as not paying the minimum annual payment, it can have significant consequences.

The can include increased fund tax liabilities and the merger of a members different super interests. In addition, following recent ATO guidance it could also trigger a range of transfer balance cap issues and require trustees to navigate significant additional complexity.
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32min
May 10, 2025 Latest News - Federal Election wrap up and more...
In this special edition of Latest News, following the Federal Election we delve into the winning parties policy announcements that impact financial advice, including taxation and housing policy.
Hosted on Acast. See acast.com/privacy for more information.
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28min
March 29, 2025 End of financial year super strategies 2024-25
As we approach the end of the financial year, it's a great time to review year-end super strategies and get ready for the new financial year.
Craig Day and Linda Bruce.
Hosted on Acast. See acast.com/privacy for more information.
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43min
March 29, 2025 Latest News - March 2025
Craig Day, Tim Sanderson, Alex Denham and Kim Guest discuss the latest technical news including Payday Super, aged care reforms and lifetime income streams.
Hosted on Acast. See acast.com/privacy for more information.
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21min
March 29, 2025 Navigating minimum annual pension payment rules
Craig Day and Tim Sanderson discuss the minimum annual payment requirements for account based pensions in a variety of circumstances including partial commutations, full commutation and rollover, or where a client dies part way through a financial year.

For more information see the FIrstTech article Minimum payment requirement when commuting account-based pensions.
Hosted on Acast. See acast.com/privacy for more information.
...more
10min
March 05, 2025 Understanding Powers of Attorney
Craig Day and Hayley Mitchell (Coopers Grace Ward), delve into the details of Enduring Powers of Attorney, covering the scope of authority granted to the attorney, as well as the limitations on their actions.
Hosted on Acast. See acast.com/privacy for more information.
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35min
March 05, 2025 Commuting a TAP under legacy pension rules
Craig Day, Tim Sanderson and Kim Guest discuss new regulations which allow members receiving non-commutable legacy income streams, including complying Term Allocated Pensions (TAPs), to fully commute and exit their income stream within a five-year amnesty period.

For more information see the FirstTech article Commuting a TAP under legacy pension amnesty rules
Hosted on Acast. See acast.com/privacy for more information.
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25min
March 05, 2025 Latest News - February 2025
Craig Day, Linda Bruce, Tim Sanderson, Peter Wheatland and Kim Guest discuss the latest technical news.
Hosted on Acast. See acast.com/privacy for more information.
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33min
December 10, 2024 Exceeding the non-concessional contributions cap - options
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.
Hosted on Acast. See acast.com/privacy for more information.
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20min
December 10, 2024 Latest News - Nov/Dec 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.
...more
21min

FAQs about FirstTech Podcast:

How many episodes does FirstTech Podcast have?

The podcast currently has 169 episodes available.

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