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FirstTech Podcast

Craig Day
Superannuation
Stage 3 Tax Cuts
Salary Sacrifice
Financial Advice
Division 296 Tax
Federal Budget
Tax Cuts
Personal Deductible Contributions
Division 293 Tax
Aged Care Act
Tax Strategy
Income Tax
Death Benefits
Self-Managed Super Funds
Contributions
Concessional Contributions
Taxation
Superannuation Contributions
Disposable Income
Tax Bracket Changes

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 ... more

PublishesDailyEpisodes137Founded6 years ago
Number of ListenersCategories
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Artwork for FirstTech Podcast

Latest Episodes

Craig Day and Kim Guest answer our question of the month, which discusses a situation where a client has moved overseas and is considering selling their former main residence in Australia. Will they qualify for the main residence exemption?

Hosted o... more

Craig Day and Tim Sanderson discuss one of the most widely used superannuation strategies: the re-contribution strategy.

Done right, this strategy has a number of benefits for many clients. However, get it wrong and it can create frustrating headac... more

Craig Day and Kim Guest discuss the latest technical news including upcoming aged care reforms, ATO corporate plan for SMSFs, update on Division 296 and the deeming rate increase.

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

Craig Day, Alex Denham and Richard Chen answer our question of the month, which discusses a situation where a couple get together later in life and both own their own home. Who can make a downsizer contribution and in respect of which home?

Hosted o... more

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Recent Guests

Hayley Mitchell
Partner at Brisbane law firm Cooper Grace Ward, specializing in wills, estates, and superannuation
Cooper Grace Ward
Episode: Understanding Powers of Attorney
Tony Negline
Supernation and Financial Services Lead at the Chartered Accountants Australia, New Zealand
Chartered Accountants Australia, New Zealand
Episode: New Tax Determination clarifies deductibility of advice fees for individuals
Richard Chen
Member of the FirstTech team
Colonial First State
Episode: Latest News - July 2024
Kim Guest
Member of the FirstTech team
Colonial First State
Episode: Latest News - July 2024
Peter Burgess
CEO of the SMSF Association
SMSF Association
Episode: Division 296 tax with Peter Burgess
Linda Bruce
Expert on financial planning and superannuation strategies.
Colonial First State
Episode: The impact of super rollovers on financial planning strategies

Host

Craig Day
Host and head of the FirstTech team, with extensive experience in financial advisory and superannuation topics.

Chart Rankings

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Talking Points

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Question of the month - CGT & the Main Residence Trap for Non-Residents
Q: What happens if the deceased had been a foreign tax resident for more than six years at the time of death?
The beneficiaries will not get to apply the main residence exemption, even if they are Australian tax residents.
Question of the month - CGT & the Main Residence Trap for Non-Residents
Q: So what can a client in this situation potentially do or think about?
They can consider moving back to Australia to re-establish their tax residency before selling the property, allowing them to apply the main residence CGT exemption.
Latest News - June 2025
Q: What news do we have regarding the deeming rates?
No announcements have been made yet regarding changes to the deeming rates after June 30, 2025.
Latest News - June 2025
Q: What can you tell us about the delayed start of the new aged care rules?
The start date has been moved to November 1, 2025, which allows more time for preparation.
Latest News - June 2025
Q: Can you give us an overview of the transfer balance cap updates?
Yes, the general cap is increasing due to indexation, affecting clients' personal transfer balance caps.

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Frequently Asked Questions About FirstTech Podcast

What is FirstTech Podcast about and what kind of topics does it cover?

The podcast focuses on complex financial topics primarily intended for financial advisers, delving into a range of advice strategies affecting investors and super fund members. Key themes include superannuation, self-managed super funds (SMSFs), taxation implications of financial decisions, and updates on aged care reforms. Each episode often features discussions that tackle recent legislative changes and technical issues, making it a crucial resource for professionals seeking to navigate the evolving landscape of financial advisory. Unique to this series is its emphasis on legal considerations and compliance in financial practices, catering explicitly to authorised advisers.

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Which podcasts are similar to FirstTech Podcast?

These podcasts share a similar audience with FirstTech Podcast:

1. BT Academy
2. The Rules of Investing
3. Your Wealth
4. Talking Tech with MLC TechConnect
5. Buy Hold Sell, by Livewire Markets

How many episodes of FirstTech Podcast are there?

FirstTech Podcast launched 6 years ago and published 137 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

How do I contact FirstTech Podcast?

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Where can I see ratings and reviews for FirstTech Podcast?

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What guests have appeared on FirstTech Podcast?

Recent guests on FirstTech Podcast include:

1. Hayley Mitchell
2. Tony Negline
3. Richard Chen
4. Kim Guest
5. Peter Burgess
6. Linda Bruce

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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