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FirstTech Podcast

FirstTech Podcast

By: Craig Day
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About this listen

 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 of advice issues, from superannuation and SMSFs, to social security rules and aged care. -Please note - these podcasts are designed for authorised financial advisers. If you are not an authorised financial adviser it is important you understand the content of the podcasts may be difficult to follow as it assumes you have the necessary training, qualifications and experience to understand the concepts discussed as well as the technical language used. If you still decide to listen please understand the information contained in this recording is general information only and does not take into account any of your personal circumstances, needs or objectives. Any scenarios considered during this podcast are purely hypothetical and are for illustrative purposes only and do not constitute a recommendation to purchase, hold or sell any financial products or take any other course of action. You should read the relevant product disclosure statement before making an investment decision and consider talking to a financial adviser. While all care has been taken in the preparation of this podcast, using sources we believe to be reliable and accurate, no person including Colonial First State Investments Limited or the Commonwealth Bank group of companies, accepts responsibility for any loss suffered by any person arising from reliance on this information.

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Craig Day Economics Personal Finance Politics & Government
Episodes
  • Question of the month: Why does my client have excess non-concessional contributions?

    Question of the month: Why does my client have excess non-concessional contributions?
    Dec 9 2025
    Craig Day and Kim Guest answer our question of the month, which discusses situations where a client receives an excess non-concessional contribution determination and are trying to figure out what went wrong. The answer may surprise you.

    Hosted on Acast. See acast.com/privacy for more information.
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    15 mins
  • Transfers from foreign retirement schemes that are not foreign super funds

    Transfers from foreign retirement schemes that are not foreign super funds
    Dec 9 2025
    A client who has lived and worked outside Australia may have an overseas retirement scheme they wish to transfer to an Australian super fund or bank account. If the overseas retirement scheme qualifies as a foreign super fund, a lump sum transfer from the scheme can receive tax concessions under the Australian tax law. However many overseas pension schemes, such as the mainstream retirement plans in the US and Canada, are treated by the ATO as foreign trusts, as they fail to meet the definition of a foreign super fund. Craig Day and Linda Bruce discuss the taxation implications.

    Hosted on Acast. See acast.com/privacy for more information.
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    23 mins
  • Latest News - November 2025

    Latest News - November 2025
    Dec 9 2025
    Craig Day, Sina Heng and Kim Guest discuss the latest technical news:
    • Will the general transfer balance cap increase on 1 July 2026?
    • Where are the proposed changes to Division 296 tax up to?
    • Proposed changes to LISTO
    • ATO private ruling on whether an adult child qualifies as a tax financial dependent for super death benefit tax purposes
    • Updates to the government's My Aged Care website

    Hosted on Acast. See acast.com/privacy for more information.
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    26 mins
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