The SMSF Adviser Show

Bluestone's Richard Chesworth joins this special episode of the SMSF Adviser Show to discuss how trustees and their advisers can assess commercial property lending, manage liquidity and plan for retirement. Richard joins Marius Mariton to explore the shift in attention towards commercial property following changes to residential borrowing in super, and why it isn't simply a like-for-like alternati...

Vincent Strangers, Head of Product at Generation Life, joins Keeli Cambourne and Aaron Dunn on this week's episode of the SMSF Adviser Show to discuss how advisers can think about defensive assets alongside the structures used to hold them. The conversation covers the tax treatment of income-producing assets, the considerations raised by Division 296 and superannuation balance thresholds, and the...

Division 296 isn't really a tax story. It's now an estate-planning and family wealth transfer story that happens to involve tax. In this week's episode of the SMSF Adviser Show podcast hosts Keeli Cambourne and Aaron Dunn from Smarter SMSF, speak with Neal Dallas, director of Business Depot Legal about the challenges that are now arising with death benefit nominations and wealth transfer. Listen a...

In this special edition of the SMSF Adviser Show podcast, Olivia Grace-Curran and Mark Jocum explore the expanding ETF landscape and what it means for advisers building SMSF portfolios. From core holdings to targeted allocations, they discuss how ETFs are becoming increasingly sophisticated portfolio tools. The conversation covers the rise of factor investing, thematic strategies, income-focused E...

There has been continued and exponential growth in the SMSF sector over the past few years, borne out by the data collected each year by Class. This year's Benchmark Report once again highlighted just how fast the sector is growing and where that is occuring. In this week's episode of the SMSF Adviser Show podcast, hosts Aaron Dunn from Smarter SMSF, and Keeli Cambourne talk with Tim Steele, Class...

Changes to the borrowing regulations for SMSFs have seen many trustees and advisers rethinking their investment strategies. In this special episode of the SMSF Adviser Show, host Olivia Grace-Curran speaks with Richard Chesworth from Bluestone Home Loans about what the changes mean for SMSFs, and opportunities that now exist in the market for SMSFs still looking towards property as a wealth buildi...

In this episode of the SMSF Adviser Show podcast, hosts Keeli Cambourne and Aaron Dunn, CEO of Smarter SMSF, are joined by Jo Hurley, Head of Technical at ASF Audits, to look into what is happening in the audit space. Following the SMSF Association Audit day and information from the ATO, this episode delves into the challenges now facing the SMSF audit sector in light of regulatory changes, and wh...

In this episode of the SMSF Adviser Show podcast hosts Keeli Cambourne and Aaron Dunn from Smarter SMSF, talk with Natasha Panagis, senior SMSF specialist for Heffron, to unpack the reforms announced last month in regard to SMSF trustee education, investment strategies and what it will mean for advisers going forward. Listen as they discuss: Mandatory education for new SMSF trustees What it may lo...

Advice reforms are at the top of the agenda as the sector tries to navigate the fallout of First Guardian and Shield. In this week's episode of the SMSF Adviser podcast, hosts Keeli Cambourne and Aaron Dunn from Smarter SMSF, consider what may be on the card following the announcement from Financial Service Minister, Daniel Mulino. Peter Crump from BDO joins the show to unpack the challenges and n...

In this special episode of the SMSF Adviser Show podcast hosts Keeli Cambourne and Aaron Dunn, CEO of Smarter SMSF, talk with Peter Burgess, CEO of the SMSF Association following his keynote address at the SMSF Association Technical Summit 2026 in Sydney.  Listen as they discuss The changes and ramifications of the legislative changes in the past 12 months The challenges the industry has overcome ...

The Division 296 legislation came into force on 1 July 2026 and trustees are now contemplating strategies, or have already put things in place, to ensure they are getting the best out of their funds. In this episode of the SMSF Adviser Show hosts Keeli Cambourne and Aaron Dunn from Smarter SMSF speak with Liam Shorte, director of SONAS Wealth, about what he has seen as an adviser, what challenges...

It may be the start of a new financial year but it's never too early to start planning how an SMSF pays its pensions. In this episode of the SMSF Adviser Show, hosts Keeli Cambourne and Aaron Dunn from Smarter SMSF are joined by audit expert Shelley Banton from Super Clarity to discuss the importance of compliance in paying minimum pensions and how the 1/12 rule is still very important. Listen as...

The new PayDay Super rules are imminent and there's only weeks for SMSF trustees and employers to ensure they have put everything in place for the changing rules and regulations. On this episode of the SMSF Adviser podcast, hosts Aaron Dunn and Keeli Cambourne speak with Tony Negline from the Chartered Accountants Australia and New Zealand about the work he's been doing in the lead up and what SMS...

While the dust settles on the Government's Budget proposals the financial sector is left in limbo in regard to the way in which trusts will be treated going forward. In this week's episode of the SMSF Adviser Show, Daniel Butler, director of DBA Lawyers speaks with Keeli Cambourne and Aaron Dunn about the concerns from the industry and what it may mean going forward. Listen as they discuss: The im...

With the ink now drying on the Federal budget, it seems what most thought was going to be a quiet night for the super sector has in fact opened the door on a number of new issues and concerns. In this episode of the SMSF Adviser Show, Keeli Cambourne is joined by co-host Aaron Dunn from Smarter SMSF to unpack what the proposed tax reforms mean for SMSFs. Listen as they discuss Negative gearing and...

In this episode of the SMSF Adviser Show, host Keith Ford is joined by Marloo co-founder Shak Lala to unpack how AI is moving from note-taking to becoming a true AI partner for financial advisers. Shak explains how AI can materially increase adviser capacity, manage SMSF complexity, lift compliance standards, and improve client experience, while also allowing advisers to consolidate their tech sta...

In this episode of the SMSF Adviser Show, hosts Keith Ford and Aaron Dunn explore some of the key developments shaping the SMSF landscape, including whether the Division 296 tax on high ‑ balance members could lead to a spike in wind ‑ ups. They also break down how the proposed financial adviser education reforms could create a more flexible pathway and grow the number of advisers in the professio...

In this episode of the SMSF Adviser Show, hosts Keith Ford and Aaron Dunn unpack the proposals that would see SMSFs included in funding the Compensation Scheme of Last Resort (CSLR) and why the approach to Division 296 post-death earnings attribution is a fraught proposition. A flurry of consultations flowed this week as the government seeks to address the fallout from the Shield and First Guardia...

In this episode of the SMSF Adviser Show, hosts Keith Ford and Aaron Dunn are joined by SMSF Association CEO Peter Burgess and Adelaide University's Dr George Mihaylov to break down new research that compares the performance of SMSFs to that of APRA funds. By applying the same methodology used for APRA funds to a dataset covering more than 400,000 SMSFs, the study delivers a more accurate, "apples...

In this episode of the SMSF Adviser Show, hosts Keith Ford and Aaron Dunn sit down with Andrew Inwood, global CEO of CoreData, to explore how SMSFs are evolving and the structural shift from accumulation to decumulation. Inwood explains that SMSFs are moving into a "next wave" of growth and maturity, with technology, changing member expectations, and an enormous looming intergenerational wealth tr...

In this episode of the SMSF Adviser Show, host Keith Ford is joined by Robert Talevski, CEO of Webull Securities Australia, to explore how technology and global markets are reshaping advice and SMSF investing. Talevski argues that if trustees and advisers go to the effort of running a self ‑ managed fund, they should be thinking beyond simple passive exposures, while still respecting client risk p...

In the second episode of the SMSF Adviser Show's special SMSF Association National Conference editions, hosts Keith Ford and Aaron Dunn are joined by three more industry experts in Adelaide. SMSF Association policy manager Keddie Waller joins the show to break down a range of superannuation reforms that are impacting the SMSF landscape, including the AML/CTF changes that are on the horizon. Then T...

In this special episode of the SMSF Adviser Show, hosts Keith Ford and Aaron Dunn are joined by a selection of prominent industry members at the SMSF Association National Conference in Adelaide. In part one, SMSF Association chief executive Peter Burgess joins the show to talk about where the SMSF sector is heading, how it's growing, and the major issues impacting professionals. Then Class CEO Tim...

There has already been a flurry of activity within the SMSF sector in the first month of the year and keeping on top of all the upcoming changes is set to be a challenge. On this episode of the SMSF Adviser podcast hosts Keith Ford and Aaron Dunn look at the key themes shaping the SMSF advice industry from the new draft of the Division 296 legislation, to contribution cap changes, the impact of in...

In this episode of the SMSF Adviser podcast, hosts Keith Ford and Aaron Dunn dissect the draft Division 296 legislation with SMSF Association CEO Peter Burgess, including the fresh challenges around equity, complexity and "system neutrality" between SMSFs and large APRA funds. Breaking down the association's submission to the draft legislation consultation, Burgess stresses that while the sector "...