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FirstTech Podcast
Death benefit vs member benefit
Season 1, Ep. 132
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Craig Day and Kim Guest discuss the tax treatment when a client requests a super lump sum withdrawal but then dies before the payment is made.
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133. The impact of super rollovers on financial planning strategies
24:52Craig Day and Linda Bruce discuss the impact of super rollovers on eligible service periods, and how that can impact the tax treatment of a lump sum disability benefit or death benefit payment.131. Latest News - April 2024
35:41Craig Day, Linda Bruce, Kim Guest and Tim Sanderson discuss the latest technical news.130. End of financial year superannuation strategies
36:43Craig Day and Linda Bruce discuss super strategies to implement towards the end of 2023-24, and to prepare for 2024-25.129. Who is a spouse for tax and super purposes?
24:26Craig Day and Alex Denham discuss how to determine whether the beneficiary of a super death benefit is a spouse for super and tax purposes.128. Latest News - March 2024
21:58Kim Guest and Linda Bruce discuss the latest technical news for March 2024.127. Advice implications of the changes to the stage 3 tax cuts
23:11Craig Day, Tim Sanderson and Linda Bruce discuss the advice implications of the changes to the Stage 3 tax cuts that recently passed parliament.This podcast was recorded prior to the changes passing the senate.126. Latest News - February 2024
25:45Craig Day, Tim Sanderson, Linda Bruce and Kim Guest discuss the latest technical news.For more information see ATO PBR 1052187560814 Subject: Superannuation death benefits dependent Date: 8 Dec 2023125. Personal deductible contributions and Division 293 tax
10:25Craig Day and Peter Wheatland discuss how making a personal deductible contribution affects a client's Division 293 tax liability.