Episodes
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Craig Day and Hayley Mitchell (Coopers Grace Ward), delve into the details of Enduring Powers of Attorney, covering the scope of authority granted to the attorney, as well as the limitations on their actions.
Hosted on Acast. See acast.com/privacy for more information.
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Craig Day, Tim Sanderson and Kim Guest discuss new regulations which allow members receiving non-commutable legacy income streams, including complying Term Allocated Pensions (TAPs), to fully commute and exit their income stream within a five-year amnesty period.
For more information see the FirstTech article Commuting a TAP under legacy pension amnesty rules
Hosted on Acast. See acast.com/privacy for more information.
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Missing episodes?
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Craig Day, Linda Bruce, Tim Sanderson, Peter Wheatland and Kim Guest discuss the latest technical news.
Hosted on Acast. See acast.com/privacy for more information.
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It's that time of year when clients may receive an excess non-concessional contribution determination from the ATO. Craig Day and Tim Sanderson discuss the 3 options that are available for dealing with the excess.
Hosted on Acast. See acast.com/privacy for more information.
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Craig Day, Tim Sanderson, Kim Guest, Alex Denham, Richard Chen & Sina Heng discuss the latest technical news:
- What happened in the last days of Parliament
- New Aged Care Act awaits Royal Assent
- Reforms to the retirement phase of super
- Payday super update
- Will the transfer balance cap increase to $2M from 1 July 2025?
Hosted on Acast. See acast.com/privacy for more information.
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Craig Day and special guest Tony Negline discuss Tax Determination TD 2024/7, which updates the ATO's view on what part of the cost of advice provided by a financial adviser to an individual client, can be claimed as a tax deduction.
It is important to note this Tax Determination discusses the deductibility of advice fees paid directly by individuals who are not carrying on a business, it does not cover the tax treatment of advice fees deducted from a client’s superannuation account.
Hosted on Acast. See acast.com/privacy for more information.
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Craig Day and Tim Sanderson discuss draft regulations that will allow the commutation of certain non-commutable legacy income streams plus amendments to allow the allocation of any resulting reserve amounts without them counting against a member’s contribution caps.
Hosted on Acast. See acast.com/privacy for more information.
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Craig Day and Kim Guest discuss the new Support at Home program which is proposed to commence 1 July 2025.
Hosted on Acast. See acast.com/privacy for more information.
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Craig Day, Tim Sanderson, Linda Bruce & Richard Chen discuss the latest technical news:
- Upcoming Federal Budget
- Accessing super under compassionate grounds
- AAT case: application to disregard or reallocate non-concessional contributions
- Federal court case: Tax impact of receiving a lump sum payout of income protection insurance
- Update on proposed legislation - Aged care & Division 296
Hosted on Acast. See acast.com/privacy for more information.
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Craig Day and Tim Sanderson discuss the effectiveness of TTR strategies, taking into account recent changes in concessional caps, SG rates and marginal tax rates.
Hosted on Acast. See acast.com/privacy for more information.
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Tim Sanderson and Kim Guest discuss aged care reforms proposed to commence 1 July 2025
Hosted on Acast. See acast.com/privacy for more information.
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Craig Day, Tim Sanderson, Peter Wheatland and Kim Guest discuss the latest technical news.
Hosted on Acast. See acast.com/privacy for more information.
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Craig Day, Linda Bruce and Kim Guest compare the taxation and Centrelink implications of homeloan offset accounts vs redraw facilities.
Hosted on Acast. See acast.com/privacy for more information.
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Craig Day, Linda Bruce, Tim Sanderson and Kim Guest discuss the latest technical news.
Hosted on Acast. See acast.com/privacy for more information.
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Craig Day, Linda Bruce, Richard Chen and Kim Guest discuss the latest technical news.
Hosted on Acast. See acast.com/privacy for more information.
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Kim Guest interviews Craig Day regarding the law of mistake and when it may be applied in relation to the return of super contributions.
Hosted on Acast. See acast.com/privacy for more information.
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Craig Day and Kim Guest discuss an adviser question regarding the Centrelink assessment of multiple funeral investments.
Hosted on Acast. See acast.com/privacy for more information.
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Craig Day, Tim Sanderson and Linda Bruce discuss some key considerations when planning salary sacrifice contributions in 2024/25.
Hosted on Acast. See acast.com/privacy for more information.
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Craig Day interviews Peter Burgess (CEO of the SMSF Association), about the implications of the proposed new Division 296 tax.
Hosted on Acast. See acast.com/privacy for more information.
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