FirstTech Podcast
Business & Economics Podcasts
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.
Hosted on Acast. See acast.com/privacy for more information.
Location:
United States
Description:
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. Hosted on Acast. See acast.com/privacy for more information.
Language:
English
The impact of super rollovers on financial planning strategies
Duration:00:24:52
Death benefit vs member benefit
Duration:00:20:57
Latest News - April 2024
Duration:00:35:41
End of financial year superannuation strategies
Duration:00:36:43
Who is a spouse for tax and super purposes?
Duration:00:24:26
Latest News - March 2024
Duration:00:21:58
Advice implications of the changes to the stage 3 tax cuts
Duration:00:23:11
Latest News - February 2024
Duration:00:25:45
Personal deductible contributions and Division 293 tax
Duration:00:10:25
Latest News - What's in store for 2024?
Duration:00:26:23
Principal home sale proceeds exemption
Duration:00:18:45
Division 293 - comparing payment options
Duration:00:16:02
Winding up an SMSF
Duration:00:27:11
Draft legislation for the new Division 296 tax
Duration:00:22:06
Latest News - October 2023
Duration:00:20:23
Increased flexibility for the First Home Super Saver Scheme
Duration:00:19:05
Advice implications of the stage 3 tax cuts
Duration:00:26:15
Latest News - Sept 2023
Duration:00:17:37
Question of the month - Division 293 tax and super death benefits
Duration:00:27:37
Centrelink payment for carers
Duration:00:22:36