Avsnitt
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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.
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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.
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Saknas det avsnitt?
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Craig Day, Linda Bruce, Kim Guest and Tim Sanderson discuss the latest technical news.
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Craig Day and Linda Bruce discuss super strategies to implement towards the end of 2023-24, and to prepare for 2024-25.
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Craig Day and Alex Denham discuss how to determine whether the beneficiary of a super death benefit is a spouse for super and tax purposes.
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Kim Guest and Linda Bruce discuss the latest technical news for March 2024.
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Craig Day, Tim Sanderson and Linda Bruce discuss the advice implications of the changes to the Stage 3 tax cuts that recently passed parliament.
This podcast was recorded prior to the changes passing the senate.
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Craig Day, Tim Sanderson, Linda Bruce and Kim Guest discuss the latest technical news.
For more information see ATO PBR 1052187560814 Subject: Superannuation death benefits dependent Date: 8 Dec 2023
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Craig Day and Peter Wheatland discuss how making a personal deductible contribution affects a client's Division 293 tax liability.
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In this edition of latest news, we discuss the changes to super, tax, social security and aged care that are expected in 2024.
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Craig Day and Kim Guest discuss how the social security - principal home sale proceeds exemption works.
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Craig Day, Linda Bruce and Tim Sanderson discuss an adviser question - should Division 293 tax be paid from super or personally?
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Craig Day and Kim Guest discuss a range of advice issues to consider before winding up an SMSF.
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Craig Day and Tim Sanderson discuss draft legislation which applies an additional 15% tax on super earnings that correspond to a member's total super balance over $3 million from 2025-26.
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Craig Day, Kim Guest and Peter Wheatland discuss the latest technical news.
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Craig Day and Tim Sanderson discuss changes to the FHSS scheme that are designed to improve flexibility.
Subsequent to the recording of this podcast, legislation implementing the changes received royal assent on 20 Sept 2023. However the start date of the changes is still to be announced.
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Craig Day and Linda Bruce discuss the advice implications of the stage 3 tax cuts, which are legislated to commence 1 July 2024.
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Craig Day, Richard Chen, Alex Denham and Tim Sanderson discuss the latest technical news.
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Craig Day and Linda Bruce discuss the implications of receiving a lump sum super death benefit on Division 293 tax.
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Craig Day and Kim Guest discuss Centrelink payments for carers - Carer Payment, Carer Allowance and Carer Supplement.
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- Visa fler