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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...
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’ te
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159. End of financial year super strategies 2024-25
42:17||Season 1, Ep. 159As 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.
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158. Latest News - March 2025
20:05||Season 1, Ep. 158Craig Day, Tim Sanderson, Alex Denham and Kim Guest discuss the latest technical news including Payday Super, aged care reforms and lifetime income streams.157. Navigating minimum annual pension payment rules
09:47||Season 1, Ep. 157Craig 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.156. Understanding Powers of Attorney
34:45||Season 1, Ep. 156Craig 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.155. Commuting a TAP under legacy pension rules
24:07||Season 1, Ep. 155Craig 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 rules154. Latest News - February 2025
32:28||Season 1, Ep. 154Craig Day, Linda Bruce, Tim Sanderson, Peter Wheatland and Kim Guest discuss the latest technical news.153. Exceeding the non-concessional contributions cap - options
19:24||Season 1, Ep. 153It'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.