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FirstTech Podcast
Should you rollover a grandfathered account based pension?
Season 1, Ep. 102
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Craig Day and Kim Guest discuss a number of issues that need to be considered when rolling over a grandfathered account based pension.
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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.124. Latest News - What's in store for 2024?
26:23In this edition of latest news, we discuss the changes to super, tax, social security and aged care that are expected in 2024.123. Principal home sale proceeds exemption
18:45Craig Day and Kim Guest discuss how the social security - principal home sale proceeds exemption works.122. Division 293 - comparing payment options
16:02Craig Day, Linda Bruce and Tim Sanderson discuss an adviser question - should Division 293 tax be paid from super or personally?