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.
Craig Day, Tim Sanderson and Kim Guest discuss recent changes to super rules that have made it easier to implement a recontribution strategy. See acas...
Craig Day and Linda Bruce discuss the options available when the ATO issues an excess non-concessional contributions determination notice and the impa...
Craig Day and Tim Sanderson discuss the pros and cons of the new rules that came into effect on 1 July 2021, allowing SMSFs to have six members. See a...
The uncertainty caused by COVID-19 and changes to superannuation legislation has led to a surge in technical enquiries. In this podcast, Craig Day, Ti...
In this podcast we discuss a number of questions FirstTech have received recently regarding the process of making carry-forward concessional contribut...
In this podcast we discuss the implications of age pension age increasing to 66.5 from 1 July 2021, and preservation age increasing from 58 to 59. See...
Craig Day and Alex Denham discuss the superannuation information clients can access through ATO online services such as carry forward unused concessio...
Craig Day and Kim Guest discuss a range of new super changes that take effect from 1 July 2021, including changes to contribution rules and caps, inde...
In this podcast we discuss the Budget announcement to reduce the eligibility to make a downsizer contribution from 65 to 60 years of age. See acast.c...
In this podcast we discuss the Budget announcement to allow individuals aged 67 to 74 to make or receive non-concessional (including under the bring f...