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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
Income Tax
Tax Strategy
Death Benefits
Self-Managed Super Funds
Contributions
Concessional Contributions
Taxation
Superannuation Contributions
Tax Bracket Changes
Disposable Income

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
BusinessInvestingNewsBusiness News

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Artwork for FirstTech Podcast

Latest Episodes

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

When a client passes away an option for their spouse is to take their death benefit in the form of an income stream, such as an account based pension. However, these death benefit pensions have a number of rules and issues associated with them that c... more

Craig Day, Tim Sanderson, Linda Bruce, Kim Guest and Peter Wheatland discuss the latest technical news including the increase to deeming rates, economic roundtable, consultation on retirement income streams and ATO warnings on accessing super on comp... more

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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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
Head of the FirstTech team, a key figure in discussing superannuation matters and financial strategies for advisers.

Chart Rankings

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Talking Points

Recent interactions between the hosts and their guests.

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.
Contribution splitting - Frequently asked questions
Q: If the contributing spouse has met a full condition of release, can the contribution split amount retain its unrestricted non-preserved status when it's transferred to the receiving spouse?
No, the split amount becomes a preserved benefit for the receiving spouse, and they will need to meet a conditional release in their own right to access this amount.
Contribution splitting - Frequently asked questions
Q: Does a rollover for contribution splitting have the same impact on valid notices of intent for personal contributions made prior to the rollover?
The client can still lodge a valid notice of intent to cover the full amount intended to claim as a tax deduction provided they haven't made other withdrawals or rollovers since the contribution was made.

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Frequently Asked Questions About FirstTech Podcast

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

A podcast aimed at financial advisers where hosts discuss the latest technical issues and strategies impacting investors and super fund members. Frequent topics include superannuation, self-managed super funds (SMSFs), social security regulations, and aged care matters. The content is tailored specifically for authorized financial advisers, delving into intricate financial concepts and advising on best practices, regulatory updates, and tax implications for their clients. Unique in its focus, the discussions often feature real-time regulatory developments and strategies to optimize client financial outcomes, making it a valuable resource for professionals navigating the complexities of financial advice in Australia.

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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. Retire Right
4. The Money Puzzle
5. Chanticleer

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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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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