FirstTech Podcast

Craig 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.

Craig Day and Kim Guest discuss the new Support at Home program which is proposed to commence 1 July 2025.

Craig 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 296

Craig Day and Tim Sanderson discuss the effectiveness of TTR strategies, taking into account recent changes in concessional caps, SG rates and marginal tax rates.

Tim Sanderson and Kim Guest discuss aged care reforms proposed to commence 1 July 2025 

Craig Day, Tim Sanderson, Peter Wheatland and Kim Guest discuss the latest technical news.

Craig 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.

Craig Day, Linda Bruce and Kim Guest compare the taxation and Centrelink implications of homeloan offset accounts vs redraw facilities.