All Episodes

Question of the month: Who pays SMSF establishment costs?

Tax return tips to help implement financial planning strategies

Latest News - September 2026

Latest News - August 2026

Protecting SMSFs: Understanding the Proposed Reforms

Capital gains taxed at minimum 30% rate - impact on personal deductible contribution strategies

Latest News - July 2026

Proposed minimum tax on discretionary trusts

Extended land use test and aged care

Question of the month: Defined benefit pensions and Division 296 tax

FAQs: Increasing property debt and interest deductibility explained

Latest News - June/July 2026

Question of the month: Carry forward concessional contributions & myGov

Federal Budget - proposed tax changes FAQ

Latest News - May 2026

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