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.
    Afficher plus Afficher moins
    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.
    Afficher plus Afficher moins
    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.
    Afficher plus Afficher moins
    19 min
  • Question of the month: Timing & Varying Notices of Intent to Claim Super Deductions

    Question of the month: Timing & Varying Notices of Intent to Claim Super Deductions
    Jun 30 2025

    Craig Day, Sina Heng and Linda Bruce discuss the ins and outs of varying notices of intent to claim a super deduction.


    In this podcast they cover increasing and decreasing the amount claimed as a deduction, as well as timing issues that can cause things to go wrong.


    For more information: FirstTech Did You Know Can you increase the amount claimed in a notice of intent?

    Hosted on Acast. See acast.com/privacy for more information.
    Afficher plus Afficher moins
    18 min
  • Division 296 - Super Tax Strategies & Withdrawal Timing

    Division 296 - Super Tax Strategies & Withdrawal Timing
    Jun 30 2025

    Craig Day and Tim Sanderson discuss the proposed Division 296 tax.


    FirstTech have received many questions regarding clients who have decided they want to withdraw funds from super to avoid the tax, but are unsure of the best time to make the withdrawal to reduce possible capital gains tax liabilities.


    For more information: FirstTech article The proposed Division 296 tax - how the new tax is likely to work

    Hosted on Acast. See acast.com/privacy for more information.
    Afficher plus Afficher moins
    16 min
  • Latest News - June 2025

    Latest News - June 2025
    Jun 30 2025

    Craig Day, Tim Sanderson, Richard Chen and Kim Guest discuss the latest technical news including Transfer Balance Cap indexation displaying on myGov, deferral of aged care changes to 1 November, 20% reduction in student HELP debts, scams targeting Centrelink recipients and super members, and how to order FirstTech Guides for 2025/26.


    For more information, see Latest News on the FirstTech site.

    Hosted on Acast. See acast.com/privacy for more information.
    Afficher plus Afficher moins
    23 min
  • Contribution splitting - Frequently asked questions

    Contribution splitting - Frequently asked questions
    May 31 2025
    Craig Day and Linda Bruce unpack the top 6 questions advisers commonly ask about the popular strategy of splitting concessional super contributions

    Hosted on Acast. See acast.com/privacy for more information.
    Afficher plus Afficher moins
    25 min
  • Latest News - May 2025

    Latest News - May 2025
    May 31 2025

    Craig Day, Kim Guest and Peter Wheatland discuss the latest technical news including an update on the proposed Division 296 tax, guidance issued by the FAAA on the deductibility of financial advice fees, the Centrelink deeming rate freeze and 3 tips to make the end of financial year go smoothly.


    For more information see the FirstTech article 2024-25 end of financial year strategies

    Hosted on Acast. See acast.com/privacy for more information.
    Afficher plus Afficher moins
    18 min