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FirstTech Podcast — 142 episodes · page 2 of 2
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