FirstTech Podcast
Podcast by Craig Day
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.
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97 episodesCraig Day and Kim Guest discuss the process of updating investment balances with Centrelink, including account based pensions, super in accumulation phase, shares, managed funds and bank balances. Does a client need to update Centrelink or does Centrelink receive the updated values automatically? ---------------------------------------- Hosted on Acast. See acast.com/privacy [https://acast.com/privacy] for more information.
Where an SMSF paying an account based pension fails the pension standards such as not paying the minimum annual payment, it can have significant consequences. The can include increased fund tax liabilities and the merger of a members different super interests. In addition, following recent ATO guidance it could also trigger a range of transfer balance cap issues and require trustees to navigate significant additional complexity. ---------------------------------------- Hosted on Acast. See acast.com/privacy [https://acast.com/privacy] for more information.
In this special edition of Latest News, following the Federal Election we delve into the winning parties policy announcements that impact financial advice, including taxation and housing policy. ---------------------------------------- Hosted on Acast. See acast.com/privacy [https://acast.com/privacy] for more information.
As we approach the end of the financial year, it's a great time to review year-end super strategies and get ready for the new financial year. Craig Day and Linda Bruce. ---------------------------------------- Hosted on Acast. See acast.com/privacy [https://acast.com/privacy] for more information.
Craig Day, Tim Sanderson, Alex Denham and Kim Guest discuss the latest technical news including Payday Super, aged care reforms and lifetime income streams. ---------------------------------------- Hosted on Acast. See acast.com/privacy [https://acast.com/privacy] for more information.
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