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  • Latest News - August 2026

    Latest News - August 2026
    2026/09/07
    Craig Day, Linda Bruce, Tim Sanderson, Alex Denham and Kim Guest discuss the latest technical news:
    • CGT and negative gearing changes, in situations involving death and relationship breakdown
    • Proposed super reforms in relation to SMSFs
    • Changes to the payment of pension supplement when going overseas
    • Deeming rate from 20 Sept
    • Announcement regarding Commonwealth Home Support Program

    Hosted on Acast. See acast.com/privacy for more information.
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    29 分
  • Protecting SMSFs: Understanding the Proposed Reforms

    Protecting SMSFs: Understanding the Proposed Reforms
    2026/09/07
    Peter Burgess, CEO of the SMSF Association talks to Craig Day about the proposed super reforms to strengthen customer protections in relation to SMSFs.

    Hosted on Acast. See acast.com/privacy for more information.
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    27 分
  • Capital gains taxed at minimum 30% rate - impact on personal deductible contribution strategies

    Capital gains taxed at minimum 30% rate - impact on personal deductible contribution strategies
    2026/09/07

    From the 2027-28 financial year, significant changes to CGT rules mean that some clients will realise capital gains that are subject to a minimum 30% tax rate.


    For these clients, the benefit of making a personal deductible super contribution, as well as the optimum contribution amount, may change compared with current strategies.

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

    Latest News - July 2026
    2026/08/06
    Craig Day, William Truong, Richard Chen and Kim Guest discuss the latest technical news:
    • Release of Treasury consultation paper on proposed tax changes to discretionary trusts
    • ATO releases guidance on SMSF LRBA ban on residential property
    • Changes to UK pension transfers

    Hosted on Acast. See acast.com/privacy for more information.
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    18 分
  • Proposed minimum tax on discretionary trusts

    Proposed minimum tax on discretionary trusts
    2026/08/06

    Following the May 2026 Federal Budget announcement to introduce a 30% minimum tax on discretionary trusts from 1 July 2028, Treasury released a consultation paper in early July.


    In this podcast, Craig Day and Linda Bruce discuss how the proposed reforms could significantly affect clients who operate businesses or hold investments through discretionary trust structures, potentially resulting in higher tax liabilities and changes to existing planning strategies.

    Hosted on Acast. See acast.com/privacy for more information.
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    26 分
  • Extended land use test and aged care

    Extended land use test and aged care
    2026/08/06
    Craig Day and Kim Guest discuss the Centrelink and aged care implications of a person who is eligible for the extended land use test entering residential aged care.

    Hosted on Acast. See acast.com/privacy for more information.
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    17 分
  • Question of the month: Defined benefit pensions and Division 296 tax

    Question of the month: Defined benefit pensions and Division 296 tax
    2026/07/09
    Craig Day and Tim Sanderson discuss an interesting and complex adviser question 'My client has a defined benefit pension - how do I know if they will be subject to Division 296 tax?'

    Hosted on Acast. See acast.com/privacy for more information.
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    28 分
  • FAQs: Increasing property debt and interest deductibility explained

    FAQs: Increasing property debt and interest deductibility explained
    2026/07/09

    During the May Federal Budget, the Government announced that existing properties held as at 12 May 2026 will be exempt from the negative gearing changes commencing on 1 July 2027. This has promoted increased adviser queries on whether clients can boost interest deductions by increasing property debt.


    In this podcast, Craig Day and Linda Bruce address key frequently asked questions from advisers about the tax implications of borrowing additional amounts against an existing property.

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