FirstTech Podcasts

 

You can access FirstTech podcasts via the links below, or through your favourite podcast app including Apple and Spotify. 

 

Just search for 'FirstTech Podcast' in your podcast app or select: 

December 2022

 

Listen to the following podcasts, and answer the CPD quiz questions, to earn CPD points:

  • Latest News - December

  • Question of the month: Total super balance vs transfer balance cap

  • CGT implications of inheriting a main residence

  • Spouse equalisation strategies

November 2022

 

Listen to the following podcasts, and answer the CPD quiz questions, to earn CPD points:

  • Latest News - November

  • Question of the month: Lifetime CGT cap timeframes

  • Centrelink assessment of renting rooms, self-contained areas or dual occupancy

  • Restructuring death benefit pensions

October 2022

 

Listen to the following podcasts, and answer the CPD quiz questions, to earn CPD points:

  • Latest News - October (21 Mins)

  • Question of the month - when does a super fund apply the tax-free uplift? (18 mins)

  • Enduring powers of attorney and SMSFS (19 mins)

  • Super death benefits paid to non-tax residents (29 mins)

September 2022

August 2022

 

Listen to the following podcasts:

  • Latest news August 2022
  • What qualifies as gainful employment?
  • Impact of market volatility on Total Super Balance
  • SMSF Superstream rollover traps and how to avoid them

July 2022 

 

Listen to the following podcasts:

  • Latest news July 2022
  • Adding a reversionary beneficiary without a pension refresh
  • Question of the month – What can you contribute if total super balance exceeds $1.7M?

June 2022

 

Listen to the following podcasts:

  • Latest news June 2022
  • High Court decision on SMSF death benefit nominations
  • Question of the month – defined benefit
  • SMSF investing in a private company

May 2022 

 

Listen to the following podcasts:

  • Latest news May 2022
  • Question of the month – personal deductible contributions
  • Work test changes – new rules, traps and uncertainties
  • Increasing SG to 10.5% - key considerations

April 2022

 

Listen to the following podcasts:

  • Latest news April 2022
  • Question of the month – work test changes
  • Centrelink assessment when one member of a couple dies

March 2022 

 

Listen to the following podcasts:

  • Latest news March 2022
  • Question of the month – bring forward rule
  • Work test removal and recontribution conundrums

February 2022

 

Listen to the following podcasts:

  • Latest news February 2022
  • Question of the month – downsizer and subdivision
  • Deceased estates – taxation and Centrelink treatment

Disclaimer

The information contained in this update is based on the understanding Avanteos Investments Limited ABN 20 096 259 979, AFSL 245531 (AIL) and Colonial First State Investments Limited ABN 98 002 348 352, AFSL 232468 (CFSIL) has of the relevant Australian laws as at the article date. As these laws are subject to change you should refer to our website at www.cfs.com.au or talk to a professional adviser for the most up-to-date information. The information is for adviser use only and is not a substitute for investors seeking advice. While all care has been taken in the preparation of this document (using sources believed to be reliable and accurate), no person, including AIL, nor CFSIL, accepts responsibility for any loss suffered by any person arising from reliance on this information. This update is not financial product advice and does not take into account any individual’s objectives, financial situation or needs. Any examples are for illustrative purposes only and actual risks and benefits will vary depending on each investor’s individual circumstances. You should form your own opinion and take your own legal, taxation and financial advice on the application of the information to your business and your clients.

 

Taxation considerations are general and based on present taxation laws and may be subject to change. You should seek independent, professional tax advice before making any decision based on this information.

 

AIL and CFSIL are also not a registered tax (financial) adviser under the Tax Agent Services Act 2009 and you should seek tax advice from a registered tax agent or a registered tax (financial) adviser if you intend to rely on this information to satisfy the liabilities or obligations or claim entitlements that arise, or could arise, under a taxation law.