All Episodes

Question on the month: Granny flat arrangements

Leave payments on retirement: Lump sum vs taking leave

Latest News - April 2026

Payday Super - Impact on contribution strategies

Q&A: End of financial year super strategies

Latest News - March 2026

The latest Division 296 tax proposal

Latest News - Feb 2026

Question of the month: Why does my client have excess non-concessional contributions?

Transfers from foreign retirement schemes that are not foreign super funds

Latest News - November 2025

Significant changes announced to Division 296 tax proposal

Latest News - October 2025

Question of the month - What happens when a SMSF trustee undertakes work for the SMSF?

Question of the month - CGT & the Main Residence Trap for Non-Residents

Recontribution strategies: What works, what doesn't

Latest News - September 2025

Question of the month: The Ins & Outs of Downsizer Contributions for Couples

Death Benefit Pensions: The 5 Most Asked Questions

Latest News - August 2025

Question of the month: Company directors and the retirement condition of release

Important tax return issues relating to financial planning strategies

Latest News - July 2025

Question of the month: Timing & Varying Notices of Intent to Claim Super Deductions

Division 296 - Super Tax Strategies & Withdrawal Timing

Latest News - June 2025

Contribution splitting - Frequently asked questions

Latest News - May 2025

Division 296 - Where are we now?

Updating investment balances with Centrelink: Tips and Timing

Consequences of an SMSF failing the minimum pension standards

Latest News - Federal Election wrap up and more...

End of financial year super strategies 2024-25

Latest News - March 2025

Navigating minimum annual pension payment rules

Understanding Powers of Attorney

Commuting a TAP under legacy pension rules

Latest News - February 2025

Exceeding the non-concessional contributions cap - options

Latest News - Nov/Dec 2024

New Tax Determination clarifies deductibility of advice fees for individuals

Legacy pension conversions and reserves

Major changes to home care

Latest News - October 2024

Are TTR strategies still effective?

Major aged care changes from 1 July 2025

Latest News Sept 2024

How to exclude a small business CGT, personal injury or downsizer contributions from counting towards the NCCs cap

Homeloan offset accounts vs redraw facilities

Latest News - August 2024

Latest News - July 2024

Super contributions & the law of mistake

Question of the month - Centrelink assessment of multiple funeral investments

Salary sacrifice considerations for 2024/25

Division 296 tax with Peter Burgess

Latest News - June 2024

Things to do before 30 June

Latest News - May 2024

The impact of super rollovers on financial planning strategies

Death benefit vs member benefit

Latest News - April 2024

End of financial year superannuation strategies

Who is a spouse for tax and super purposes?

Latest News - March 2024

Latest News - February 2024

Personal deductible contributions and Division 293 tax

Latest News - What's in store for 2024?

Principal home sale proceeds exemption

Division 293 - comparing payment options

Winding up an SMSF

Draft legislation for the new Division 296 tax

Increased flexibility for the First Home Super Saver Scheme

Advice implications of the stage 3 tax cuts

Latest News - Sept 2023

Question of the month - Division 293 tax and super death benefits

Centrelink payment for carers

TBC event based reporting changes for SMSFs

Important tax return issues relating to financial planning strategies

Mortgage stress - is super the answer?

Personal deductible contributions - tips and traps

SMSFs investing in ungeared unit trusts & companies (13.22C)

Super, social security and terminal illness

Should you rollover a grandfathered account based pension?

Recontribution strategies - tips and traps

Interdependency relationships

Question of the month - Division 293 tax and carry forward concessional contributions

Super and non-residents

Transfer balance cap $1.9M from 1 July 2023

CGT implications of inheriting a main residence

Spouse equalisation strategies

Question of the month - Total super balance vs transfer balance cap

Question of the month - Lifetime CGT cap timeframes

Restructuring death benefit pensions

Centrelink assessment of renting rooms, self-contained areas or dual occupancy

Question of the month - When does a super fund apply the tax-free uplift?

Super death benefits paid to non-tax residents

Enduring powers of attorney and SMSFs

SMSF SuperStream rollover traps and how to avoid them

What qualifies as gainful employment

Adding a reversionary beneficiary without a pension refresh

Latest News July 2022

SMSFs investing in a private company

High Court decision on SMSF binding nominations

Centrelink assessment when a member of a couple dies

Work test removal and recontribution conundrums

Deceased estates - taxation and Centrelink

Small business owner's retirement plans can impact tax and super

SMSF central management and control

Six member SMSF

Contribution reserves and SMSFs

Death benefit income streams and the transfer balance cap

Foreign super fund transfers

Exploring the retirement condition of release

Invalidity super issues

Testamentary trusts and tax issue

Leave payments on retirement: Lump sums vs taking leave

Impact of negative returns of super tax components

Sole purpose test

Accessing super under the financial hardship condition of release

Total super balance - inclusion of LRBA amounts

Receiving Age Pension Overseas

Super Contribution Splitting

Co-investment owners, partnerships and financial planning considerations

Alternative Centrelink Assessment - Member of a Couple Enters Care

Tax on Super Death Benefits Paid to Estate vs Beneficiary

Expansion of Work Bonus to Self-Employed

When I'm 64