Avsnitt
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Craig Day and Tim Sanderson discuss draft regulations that will allow the commutation of certain non-commutable legacy income streams plus amendments to allow the allocation of any resulting reserve amounts without them counting against a member’s contribution caps.
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Craig Day and Kim Guest discuss the new Support at Home program which is proposed to commence 1 July 2025.
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Saknas det avsnitt?
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Craig Day, Tim Sanderson, Linda Bruce & Richard Chen discuss the latest technical news:
- Upcoming Federal Budget
- Accessing super under compassionate grounds
- AAT case: application to disregard or reallocate non-concessional contributions
- Federal court case: Tax impact of receiving a lump sum payout of income protection insurance
- Update on proposed legislation - Aged care & Division 296
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Craig Day and Tim Sanderson discuss the effectiveness of TTR strategies, taking into account recent changes in concessional caps, SG rates and marginal tax rates.
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Tim Sanderson and Kim Guest discuss aged care reforms proposed to commence 1 July 2025
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Craig Day, Tim Sanderson, Peter Wheatland and Kim Guest discuss the latest technical news.
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Craig Day, Linda Bruce and Kim Guest compare the taxation and Centrelink implications of homeloan offset accounts vs redraw facilities.
Hosted on Acast. See acast.com/privacy for more information.
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Craig Day, Linda Bruce, Tim Sanderson and Kim Guest discuss the latest technical news.
Hosted on Acast. See acast.com/privacy for more information.
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Craig Day, Linda Bruce, Richard Chen and Kim Guest discuss the latest technical news.
Hosted on Acast. See acast.com/privacy for more information.
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Kim Guest interviews Craig Day regarding the law of mistake and when it may be applied in relation to the return of super contributions.
Hosted on Acast. See acast.com/privacy for more information.
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Craig Day and Kim Guest discuss an adviser question regarding the Centrelink assessment of multiple funeral investments.
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Craig Day, Tim Sanderson and Linda Bruce discuss some key considerations when planning salary sacrifice contributions in 2024/25.
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Craig Day interviews Peter Burgess (CEO of the SMSF Association), about the implications of the proposed new Division 296 tax.
Hosted on Acast. See acast.com/privacy for more information.
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Craig Day, Tim Sanderson, Linda Bruce and Kim Guest discuss the latest technical news
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Craig Day, Linda Bruce and Kim Guest discuss a range of superannuation, tax and compliance issues to consider before 30 June.
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Craig Day, Richard Chen and Kim Guest discuss the latest technical news for May 2024.
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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.
Hosted on Acast. See acast.com/privacy for more information.
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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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