Episodes

  • Understanding Powers of Attorney

    Understanding Powers of Attorney
    Mar 5 2025
    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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    35 mins
  • Commuting a TAP under legacy pension rules

    Commuting a TAP under legacy pension rules
    Mar 5 2025

    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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    24 mins
  • Latest News - February 2025

    Latest News - February 2025
    Mar 5 2025
    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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    32 mins
  • Exceeding the non-concessional contributions cap - options

    Exceeding the non-concessional contributions cap - options
    Dec 10 2024
    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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    19 mins
  • Latest News - Nov/Dec 2024

    Latest News - Nov/Dec 2024
    Dec 10 2024

    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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    20 mins
  • New Tax Determination clarifies deductibility of advice fees for individuals

    New Tax Determination clarifies deductibility of advice fees for individuals
    Dec 10 2024

    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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    30 mins
  • Legacy pension conversions and reserves

    Legacy pension conversions and reserves
    Nov 8 2024
    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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    21 mins
  • Major changes to home care

    Major changes to home care
    Nov 8 2024

    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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    15 mins