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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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203. Latest News - August 2026
29:22||Season 1, Ep. 203Craig Day, Linda Bruce, Tim Sanderson, Alex Denham and Kim Guest discuss the latest technical news:CGT and negative gearing changes, in situations involving death and relationship breakdownProposed super reforms in relation to SMSFsChanges to the payment of pension supplement when going overseasDeeming rate from 20 SeptAnnouncement regarding Commonwealth Home Support Program
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202. Protecting SMSFs: Understanding the Proposed Reforms
26:40||Season 1, Ep. 202Peter Burgess, CEO of the SMSF Association talks to Craig Day about the proposed super reforms to strengthen customer protections in relation to SMSFs.201. Capital gains taxed at minimum 30% rate - impact on personal deductible contribution strategies
21:11||Season 1, Ep. 201From the 2027-28 financial year, significant changes to CGT rules mean that some clients will realise capital gains that are subject to a minimum 30% tax rate.For these clients, the benefit of making a personal deductible super contribution, as well as the optimum contribution amount, may change compared with current strategies.200. Latest News - July 2026
18:07||Season 1, Ep. 200Craig Day, William Truong, Richard Chen and Kim Guest discuss the latest technical news:Release of Treasury consultation paper on proposed tax changes to discretionary trustsATO releases guidance on SMSF LRBA ban on residential propertyChanges to UK pension transfers198. Proposed minimum tax on discretionary trusts
25:31||Season 1, Ep. 198Following the May 2026 Federal Budget announcement to introduce a 30% minimum tax on discretionary trusts from 1 July 2028, Treasury released a consultation paper in early July.In this podcast, Craig Day and Linda Bruce discuss how the proposed reforms could significantly affect clients who operate businesses or hold investments through discretionary trust structures, potentially resulting in higher tax liabilities and changes to existing planning strategies.199. Extended land use test and aged care
16:58||Season 1, Ep. 199Craig Day and Kim Guest discuss the Centrelink and aged care implications of a person who is eligible for the extended land use test entering residential aged care.197. Question of the month: Defined benefit pensions and Division 296 tax
28:24||Season 1, Ep. 197Craig Day and Tim Sanderson discuss an interesting and complex adviser question 'My client has a defined benefit pension - how do I know if they will be subject to Division 296 tax?'