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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
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InvestingBusiness NewsNewsBusiness

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Artwork for FirstTech Podcast

Latest Episodes

On 13 October 2025, the Treasurer announced significant changes to the yet to be legislated Division 296 tax rules – which proposes to tax the earnings attributable to a person’s total super balance over $3m at higher rates.

In this podcast we disc... more

Craig Day, Linda Bruce, Richard Chen, Alex Denham and Kim Guest discuss the latest technical news including changes announced to the proposed Division 296 tax, Payday Super, super releases under compassionate grounds, ATO directing SMSF trustees to u... more

Craig Day and Linda Bruce answer our question of the month, which discusses what happens where a member/trustee of an SMSF undertakes work on a fund asset that they technically need to charge for to avoid the fund incurring a non-arm’s length expense... more

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

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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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Significant changes announced to Division 296 tax proposal
Q: Okay. So what were those?
The first change adds a $10 million threshold with a 25% tax rate, new indexing for the thresholds, and realized earnings will only include realized capital gains, not unrealized gains.
Significant changes announced to Division 296 tax proposal
Q: So can you give us a quick summary on that?
The original proposal was to tax 15% on earnings attributable to the total super balance over $3 million, but it raised concerns due to unrealized capital gains being included and the threshold not being indexed.
Question of the month - What happens when a SMSF trustee undertakes work for the SMSF?
Q: What's the answer, Craig?
The updated guidance deals with the situation where trustees must charge for work performed outside their capacity as trustee to avoid implications of non-arms-length income.
Latest News - October 2025
Q: What does the ATO's draft practice statement regarding SMSF trustees entail?
The ATO's draft practice statement provides guidance on when to issue an SMSF education direction based on a trustee's lack of knowledge leading to compliance breaches.
Latest News - October 2025
Q: What are the main things that clients need to keep in mind regarding the compassionate early release of super?
Clients must understand the strict rules surrounding the compassionate early release of super to avoid complications and ensure they meet all regulations.

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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. Talking Tech with MLC TechConnect
2. Australian Retirement Podcast
3. The Rules of Investing
4. Retire Right
5. Australian Investors Podcast

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.

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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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