Share
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...
Latest episode
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.
More episodes
View all episodes
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 2024-25.129. 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.