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FirstTech Podcast

By: Craig Day
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  • Summary

  • 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
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Episodes
  • The impact of super rollovers on financial planning strategies

    The impact of super rollovers on financial planning strategies
    Apr 30 2024
    Craig Day and Linda Bruce discuss the impact of super rollovers on eligible service periods, and how that can impact the tax treatment of a lump sum disability benefit or death benefit payment.

    Hosted on Acast. See acast.com/privacy for more information.
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    25 mins
  • Death benefit vs member benefit

    Death benefit vs member benefit
    Apr 30 2024
    Craig Day and Kim Guest discuss the tax treatment when a client requests a super lump sum withdrawal but then dies before the payment is made.

    Hosted on Acast. See acast.com/privacy for more information.
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    21 mins
  • Latest News - April 2024

    Latest News - April 2024
    Apr 30 2024
    Craig Day, Linda Bruce, Kim Guest and Tim Sanderson discuss the latest technical news.

    Hosted on Acast. See acast.com/privacy for more information.
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    36 mins
Business & Careers Economics Personal Finance Politics & Government
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