All Episodes
FirstTech Podcast — 133 episodes
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
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