The SMSF Adviser Show

In this special episode of the SMSF Adviser Show, hosts Keith Ford and Aaron Dunn celebrate the 100th episode of the podcast with a discussion of how the sector has changed over the last four years. SMSF Association CEO Peter Burgess also joins the show to break down the current state of the $3 million super tax bill and why the growing support for amendments to the legislation is a positive sign...

In this episode of the SMSF Adviser Show, hosts Keith Ford and Aaron Dunn are joined by Chris Hill, co-founder – legal at Inherit Australia, to dive into all of the issues and challenges that can arise when an enduring power of attorney and an SMSF collide. Hill explains why SMSF professionals need to have discussions with their clients around incapacity and estate planning so they aren't caught o...

In this episode of the SMSF Adviser Show, hosts Keith Ford and Aaron Dunn are joined by Craig Day, head of technical services at Colonial First State, to discuss the nuances surrounding invalidity for SMSF trustees and members. Day breaks down some of the positives and negatives of holding TPD insurance within an SMSF and explains what advisers who may be recommending their clients go down this pa...

In this special budget episode, hosts Keith Ford and Aaron Dunn discuss the flurry of activity happening on the regulatory front – and the noticeable absence of the $3 million super tax from the final two sitting weeks of Parliament. They discuss what has led to the debate over Division 296 being delayed, including the government's increasingly precarious position in the Senate, as well as some of...

In this episode of the SMSF Adviser Show, Adrian Fisher, head of distribution and product at RedZed, joins host Maja Garaca Djurdjevic to discuss why the self-employed lender has launched a new offering for SMSFs. Fisher explains that SMSFs are a natural fit for small business owners, but they often run into hurdles, with infrequent super contributions scaring off traditional lenders and making it...

In this episode of the SMSF Adviser Show, host Keith Ford is joined by Tracey Scotchbrook, head of policy and advocacy at the SMSF Association, to discuss the intricacies surrounding possible changes to the wholesale investor tests. Scotchbrook explains the background to the current inquiry into the wholesale thresholds, including how SMSFs find themselves in a grey area between the standard $2.5...

In this episode of the SMSF Adviser Show, hosts Keith Ford and Aaron Dunn are joined by Tim Miller, SMSF technical and education manager at Smarter SMSF, to discuss some of the contribution considerations advisers need to keep in mind ahead of 30 June. Miller explains the concept of a 'contributions matrix' and how it can help SMSF members consider the future distribution of their superannuation f...

In this special budget episode, hosts Keith Ford, Maja Garaca Djurdjevic, and Aaron Dunn discuss the outlook for financial advice and SMSFs on the back of a budget that revealed little in terms of detail for either sector. They also take a look at some of the measures that were included, as well as why some high-profile topics were left out completely, such as the $3 million super tax being conspi...

In this episode of the SMSF Adviser Show, host Keith Ford is joined by Andrew McVeigh, managing partner at Remara, to discuss the property market and how the current landscape can impact how an SMSF invests. McVeigh explains what is happening in the real estate market, the factors affecting it, and the strategies that SMSFs can utilise, as well as why the investors don't need to be constrained by...

In this episode of the SMSF Adviser Show, hosts Keith Ford and Aaron Dunn are joined by Tony Negline, superannuation and financial services leader at Chartered Accountants ANZ, to discuss some of the alternatives to the $3 million super tax. Mr Negline explains CA ANZ's range of position on division 296, detailing a range of alternatives that it has proposed to the government, and whether there is...

In this episode of the SMSF Show, host Maja Garaca Djurdjevic is joined by shadow treasurer Angus Taylor to discuss the current state of the financial advice sector, the economy, the housing affordability crisis and more. Taylor, a key figure in the opposition, shared his views on a range of issues from the government's handling of the Quality of Advice Review (QAR) to the challenges facing the Au...

In this episode of the SMSF Adviser Show, host Keith Ford is joined by Michael Wilczynski, co-owner of SMSF Property Valuations, to discuss the ins and outs of getting a property valuation that SMSF members can rely on. Wilczynski explains why this process is vital, especially given the complexities involved in valuing unique properties or those with limited comparable market sales, and how his fi...

In this episode of the SMSF Adviser Show, host Keith Ford is joined by Eleece Quilliam, Client Development Manager at  Macquarie's Banking and Financial Services group, to discuss the key learnings for advisers from the Macquarie Virtual Adviser Network Global Innovation Program. Quilliam shares insights and practical recommendations from some of the most innovative firms in the US financial servi...

In this episode of the SMSF Adviser Show, host Keith Ford is joined by Stuart Wilton, co-head – unlisted funds at Centuria, to discuss commercial property investments. Wilton explains the benefits of including commercial property investments within an SMSF portfolio, as well as some of the barriers that need to be considered when investing in the asset class. Listen as they discuss: Some of the re...

In this episode of the SMSF Adviser Show, host Keith Ford is joined by Arthur Naoumidis, CEO of the Aligned Disability Property Fund, to discuss investing in NDIS housing. Naoumidis explains why the NDIS provides rent subsidies for disabled Australians and how SMSF members can invest to generate competitive returns and provide a social good. Listen as they discuss: Where investors have been focusi...

In this episode of the SMSF Adviser Show, host Keith Ford is joined by Yianni Socratous, general manager of Granite Home Loans, to discuss property investment through an SMSF. Socratous explains the different ways that SMSF members can invest in property and what to consider when developing a strategy that fits the specific goals and circumstances of each investor. Listen as they discuss: How self...

There are so many amazingly successful women in the finance industry, but only a small number have a strong brand and online presence in this traditionally male-dominated industry.    As we celebrate International Women's Day, we want to help more women raise their profile and showcase the incredible professionals in this space.   In this episode, partnered by Mortgage Choice (part of the REA Grou...

In this special two-part 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 part two, Scott Hay-Bartlem, chair of the SMSF Association and a partner at Cooper Grace Ward, joins to discuss the importance of bringing together the SMSF community. Katie Timms, director, SMSF services...

In this special two-part 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 part one, Justin Micale, assistant commissioner, self managed super funds risk and strategy at the ATO, joins to discuss the Tax Office's illegal early access estimates that were announced at the conferenc...

In this episode of the SMSF Adviser Show, hosts Keith Ford and Aaron Dunn are joined by Matthew Burgess, director of View Legal, to discuss the broader importance of trusts. Mr Burgess explains why, despite their perception as vehicle for the wealthy to minimise tax, trusts are a cornerstone of financial planning, providing flexibility, asset protection, and succession planning benefits that outwe...

In this episode of the SMSF Adviser Show, hosts Keith Ford and Aaron Dunn are joined by Shelley Banton, head of education at ASF Audits, to discuss the issues impacting SMSF auditors. Ms Banton explains why the class action raised against auditors involved in the Melissa Caddick case should not be seen as a black mark against all within the sector, as well as what auditors should be doing to ensur...

In this episode of the SMSF Adviser Show, hosts Keith Ford and Aaron Dunn are joined by Daniel Butler, director of DBA Lawyers, to discuss the state of play regarding non-arm's length expenses and income (NALE/I) as we move into 2024. Mr Butler explains why the legislation continues to be a contentious issue, including where the problems lie, what to expect once it's finalised, and how it will imp...

In this episode of the SMSF Adviser Show, hosts Keith Ford and Aaron Dunn get out their crystal balls and take a look at what 2024 has in store for the SMSF sector. On the back of a busy year for SMSF professionals that included a host of changes across a wide range of areas, the expectation is for more of the same as consultations and proposed government changes start being solidified. Listen as...

In this episode of the SMSF Adviser Show, hosts Keith Ford and Aaron Dunn reflect on the major issues and changes in the SMSF sector throughout 2023, including regulatory measures that have been finalised and more that were announced. This year was a big year for SMSF professionals as the government announced shake-ups in a number of areas, with the major talking points including the $3 million su...

In this episode of the SMSF Adviser Show, hosts Keith Ford and Aaron Dunn discuss the possible pathway for advisers to enter the industry through super funds and progressing from limited advice to fully licensed advisers. On the back of Financial Services Minister Stephen Jones floating the idea that non-relevant providers working in super funds could help increase adviser numbers, the pair look a...