エピソード

  • Question of the month: Carry forward concessional contributions & myGov

    Question of the month: Carry forward concessional contributions & myGov
    2026/06/06
    Tim Sanderson, Alex Denham and Richard Chen discuss an adviser question regarding unused carry forward concessional contribution amounts displaying on myGov and situations where amounts may not be displaying correctly.

    Hosted on Acast. See acast.com/privacy for more information.
    続きを読む 一部表示
    14 分
  • Federal Budget - proposed tax changes FAQ

    Federal Budget - proposed tax changes FAQ
    2026/06/06

    Craig Day and Tim Sanderson answer many of the questions we have received from advisers regarding the proposed CGT, negative gearing and discretionary trust tax changes.


    The answers are based on both the Federal Budget papers as well as newly introduced legislation which includes the proposed amendments to implement the CGT and negative gearing changes.

    Hosted on Acast. See acast.com/privacy for more information.
    続きを読む 一部表示
    30 分
  • Latest News - May 2026

    Latest News - May 2026
    2026/06/06

    Craig Day, Tim Sanderson and Kim Guest discuss the latest technical news.


    • Federal Budget - draft legislation released on CGT and negative gearing changes
    • New legislation allowing victims of child abuse to access offenders super
    • Recent announcement regarding the Support at Home program
    • Reminder about Payday Super commencing 1 July

    Hosted on Acast. See acast.com/privacy for more information.
    続きを読む 一部表示
    12 分
  • 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.
    続きを読む 一部表示
    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.
    続きを読む 一部表示
    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.
    続きを読む 一部表示
    38 分
  • Payday Super - Impact on contribution strategies

    Payday Super - Impact on contribution strategies
    2026/03/31

    From 1 July this year, the new Payday Super reforms come into effect which generally require employers to make SG contributions at the same time as they pay salary and wages.


    This change could have implications for advisers and their clients where it results in an increase in concessional contributions, as it could cause them to inadvertently exceed their concessional contribution cap in future years.

    Hosted on Acast. See acast.com/privacy for more information.
    続きを読む 一部表示
    25 分
  • Q&A: End of financial year super strategies

    Q&A: End of financial year super strategies
    2026/03/31
    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.

    Hosted on Acast. See acast.com/privacy for more information.
    続きを読む 一部表示
    49 分