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FirstTech Podcast
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...
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150. Legacy pension conversions and reserves
21:04||Season 1, Ep. 150Craig Day and Tim Sanderson discuss draft regulations that will allow the commutation of certain non-commutable legacy income streams plus amendments to allow the allocation of any resulting reserve amounts without them counting against a member’s contribution caps.
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149. Major changes to home care
15:19||Season 1, Ep. 149Craig Day and Kim Guest discuss the new Support at Home program which is proposed to commence 1 July 2025.148. Latest News - October 2024
25:27||Season 1, Ep. 148Craig Day, Tim Sanderson, Linda Bruce & Richard Chen discuss the latest technical news: - Upcoming Federal Budget - Accessing super under compassionate grounds - AAT case: application to disregard or reallocate non-concessional contributions - Federal court case: Tax impact of receiving a lump sum payout of income protection insurance - Update on proposed legislation - Aged care & Division 296147. Are TTR strategies still effective?
30:51||Season 1, Ep. 147Craig Day and Tim Sanderson discuss the effectiveness of TTR strategies, taking into account recent changes in concessional caps, SG rates and marginal tax rates.146. Major aged care changes from 1 July 2025
21:39||Season 1, Ep. 146Tim Sanderson and Kim Guest discuss aged care reforms proposed to commence 1 July 2025145. Latest News Sept 2024
32:22||Season 1, Ep. 145Craig Day, Tim Sanderson, Peter Wheatland and Kim Guest discuss the latest technical news.144. How to exclude a small business CGT, personal injury or downsizer contributions from counting towards the NCCs cap
14:30||Season 1, Ep. 144Craig Day, Tim Sanderson and Richard Chen discuss an adviser question regarding the process of making a small business CGT, personal injury or downsizer contribution that does not count towards the NCCs cap.