Couverture de FirstTech Podcast

FirstTech Podcast

FirstTech Podcast

De : Craig Day
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 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.

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

Craig Day Economie Finances privées Politique et gouvernement
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    Épisodes
    • Question of the month: Company directors and the retirement condition of release

      Question of the month: Company directors and the retirement condition of release
      Aug 1 2025
      Craig Day and Kim Guest discuss whether a company director can meet the retirement condition of release by terminating their position as a director of a private company.

      Hosted on Acast. See acast.com/privacy for more information.
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      17 min
    • Important tax return issues relating to financial planning strategies

      Important tax return issues relating to financial planning strategies
      Aug 1 2025
      Craig Day and Linda Bruce explore key components of individual tax returns that must be accurately completed to ensure the effective implementation of financial planning strategies recommended by advisers.

      Hosted on Acast. See acast.com/privacy for more information.
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      25 min
    • Latest News - July 2025

      Latest News - July 2025
      Aug 1 2025
      Craig Day, Richard Chen and Kim Guest discuss the latest technical news including recent Bills introduced to the new Parliament, proposed changes to Total Super Balance from 1 July 2025, waiving social security debts relating to commuting legacy pension and much more...

      Hosted on Acast. See acast.com/privacy for more information.
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      19 min
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