『FirstTech Podcast』のカバーアート

FirstTech Podcast

FirstTech Podcast

著者： Craig Day
無料で聴く

今ならプレミアムプランが3カ月 月額99円

2026年5月12日まで。4か月目以降は月額1,500円で自動更新します。

概要

 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.

Craig Day 個人ファイナンス 政治・政府 経済学
エピソード
  • Question on the month: Granny flat arrangements

    Question on the month: Granny flat arrangements
    2026/05/05
    Craig Day and Kim Guest discuss this month's question of the month, which discusses how the Centrelink granny flat rules apply when a client wants to create multiple granny flat arrangements.

    Hosted on Acast. See acast.com/privacy for more information.
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    16 分
  • Leave payments on retirement: Lump sum vs taking leave

    Leave payments on retirement: Lump sum vs taking leave
    2026/05/05

    Clients who are considering retiring often have outstanding accrued periods of annual leave and/or long service leave.


    In many cases, clients have a choice between receiving outstanding leave as a lump sum upon terminating employment and taking any accrued leave prior to terminating employment.


    Craig Day and Richard Chen compare the superannuation, tax and social security differences between these two options.

    Hosted on Acast. See acast.com/privacy for more information.
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    24 分
  • Latest News - April 2026

    Latest News - April 2026
    2026/05/05
    Craig Day, Tim Sanderson, Linda Bruce and Kim Guest discuss the latest technical news:
    • Upcoming Federal Budget
    • Proposed $1,000 tax deduction for work related expenses
    • Home based businesses and small business CGT concessions
    • Upcoming changes to Total Super Balance and defined benefit pensions
    • Minor change to who can be a trustee of a SMSF
    • Announced changes to Support at Home fees

    Hosted on Acast. See acast.com/privacy for more information.
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    38 分
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