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FirstTech Podcast
The impact of super rollovers on financial planning strategies
Season 1, Ep. 133
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Craig 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.
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138. Salary sacrifice considerations for 2024/25
24:26Craig Day, Tim Sanderson and Linda Bruce discuss some key considerations when planning salary sacrifice contributions in 2024/25.137. Division 296 tax with Peter Burgess
51:27Craig Day interviews Peter Burgess (CEO of the SMSF Association), about the implications of the proposed new Division 296 tax.136. Latest News - June 2024
20:45Craig Day, Tim Sanderson, Linda Bruce and Kim Guest discuss the latest technical news135. Things to do before 30 June
32:24Craig Day, Linda Bruce and Kim Guest discuss a range of superannuation, tax and compliance issues to consider before 30 June.134. Latest News - May 2024
18:55Craig Day, Richard Chen and Kim Guest discuss the latest technical news for May 2024.132. Death benefit vs member benefit
20:57Craig 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.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.