The SMSF Adviser Show

Following the Women in Finance Summit and Awards 2023, we're catching up with some of the leading women in the financial services space. In this episode, we chat to Rebecca Warren, executive general manager of small-business banking at CommBank, about how she navigated a historically male-dominated industry over her 20-year career and why she believes inclusion and diversity are not just morally i...

Following the Women in Finance Summit and Awards 2023, we're catching up with some of the leading women in the financial services space. In this episode, we chat to Suzanne Wood, state general manager residential broker Victoria/Tasmania at Westpac Group (and state chair of the Women of Westpac employee advocacy group), about how she climbed the career ladder in banking and the power of having str...

In this episode of the SMSF Adviser Show, hosts Keith Ford and Aaron Dunn are joined by Peter Burgess, chief executive officer at the SMSF Association, to break down the regulatory landscape for SMSFs. Mr Burgess explains the SMSF Association's position on division 296 – the government's proposed $3 million super tax – including where the major issues lie as well as alternative methods if the gove...

Ahead of the Women in Finance Summit and Awards 2023, we're catching up with some of the leading women in the financial services space. In this episode, we chat to Anjali Crossette, manager of motor operations at non-bank lender Liberty, about breaking barriers and misconceptions about car finance and why she believes the industry needs to showcase gender diversity across every rung of the career...

In this episode of the SMSF Adviser Show, host Keith Ford is joined by Andrew McVeigh, managing partner at Remara, to discuss private credit. Mr McVeigh explains the ins and outs of private credit, including what SMSF members need to know and how the asset class can bring value to a member's portfolio. Listen as they discuss: The different types of private debt that are available. How SMSF members...

Ahead of the Women in Finance Summit and Awards 2023, we're catching up with some of the leading women in the financial services space. In this episode, host Maja Garaca Djurdjevic is joined by Olympian and financial adviser at HLB Mann Judd, Sarah Carli, to discuss how she made her way from the track to financial advice. Ms Carli, who competed in the 400-metre hurdles at the Tokyo Olympics in 202...

In this episode of the SMSF Adviser Show, host Keith Ford is joined by Olivia McArdle, head of payment and deposits, and Duncan Booth, strategic account manager at Macquarie Bank, to discuss the importance of cash flow. Ms McArdle and Mr Booth explain why cash is key to effectively managing your SMSF and achieve your investment objectives, as well as the importance of choosing the right tools to m...

Ahead of the Women in Finance Summit and Awards 2023, we're catching up with some of the leading women in the financial services space. Deslie Taylor, principal at Mortgage Choice Ormeau in Queensland, is one of the top brokers in the country, having settled over $1 billion in loans in her 16-year career and taken home numerous awards including Mortgage Broker of the Year at the Women in Finance A...

In this episode of the SMSF Adviser Show, host Keith Ford is joined by Tanya Hoshek, Executive General Manager – National Distribution at La Trobe Financial, to discuss SMSF lending. Ms Hoshek gives a breakdown of the current environment for SMSF investors and the impact of these conditions on the broader economy, including the property market. Listen as they discuss: • How SMSFs are investing and...

Ahead of the Women in Finance Summit and Awards 2023, we're catching up with some of the leading women in the financial services space. Joanna James is an advocate for constant reinvention and resilience, having adapted to change over her career in the finance space herself. Having worked in the lending space for more than 20 years – including as the general manager of non-bank lender Mortgage Ezy...

In this episode of the SMSF Adviser Show, host  Keith Ford is joined by Raymond Hempstead, founder & managing director at Supavest, to discuss how SMSF members can invest in property Mr Hempstead explains the taxation strategies and incentives to invest in house and land builds through an SMSF, and the different options available to members that they may not be aware of. Listen as they discuss: •...

Ahead of the Women in Finance Summit and Awards 2023, we're catching up with some of the leading women in the financial services space. Tanya Sale co-founded mortgage aggregation group outsource Financial with Andrea Tassis 13 years ago, with Tanya now one of the very few female chief executives in the mortgage industry. In this episode, Annie Kane sits down with Ms Sale to find out: How a piggy b...

In this episode of the SMSF Adviser Show, host Keith Ford is joined by George Haramis, the CEO of moneyGPS and accountantsGPS, to discuss how digital advice services can assist SMSFs. Mr Haramis explains why he launched accountantsGPS to help accountants and advisers within the SMSF space, and how his decades of experience in the industry have informed the business and its focus. Listen as they di...

Tim Steele, chief executive officer at Class, and Jo Hurley, general manager, growth at Class, join the SMSF Adviser Show to talk about the findings of their annual Benchmark Report. Mr Steele and Ms Hurley explain that younger generations are driving new SMSF establishments, but growth in the sector is also being aided by greater longevity for older SMSF members. The pair also cover the superannu...

George Haramis, CEO of moneyGPS and accountantsGPS, joins the SMSF Adviser Show to discuss the impact of the government's response to the Quality Advice Review (QAR) and the future of digital advice in Australia. Mr Haramis touches on the progress of the proposed digital advice association and whether the government's slow progress on the QAR has had an impact. He also covers the role of super fun...

Simon Aboud, chief product and marketing officer at Allianz Retire+, joins the SMSF Adviser Show to talk about retirement income solutions. Mr Aboud explains why longevity risk is such a concern for retirees and advisers, and how Allianz Guaranteed Income for Life (AGILE) can help mitigate these issues. He also covers the need for greater innovation with retirement income products and how product...

Greg Hansen, Executive, Group Strategy at HUB24, and Jo Hurley, General Manager, Growth at Class, join the SMSF Adviser Show to talk about Millennials entering the SMSF space. Mr Hansen and Ms Hurley explain what is causing the expansion of the SMSF sector and how technological advancements enable customised SMSF service offerings for Millennials. The pair also cover how advisory firms are adaptin...

CEO at CryptoTaxCalculator, Shane Brunette, and tax counsel for CryptoTaxCalculator and director of Cadena Legal, Harrison Dell, join the SMSF Adviser Show to talk about taxation and compliance considerations when investing in crypto through an SMSF. Mr Brunette and Mr Dell explain the key strategies and considerations essential for individuals and entities to master the complexities of capital ga...

Head of Education and Content at Heffron, Lyn Formica, joins the SMSF Adviser Show to discuss how to keep up to date with regulatory changes in the SMSF space. Ms Formica explains how recent market developments impact the relevance of SMSFs in the current landscape, as well as the latest regulatory updates that industry professionals need to understand. She also covers the methods that accountants...

Director at businessDEPOT and head of accounting at Ignition Rebecca Mihalic joins the SMSF Adviser Show to discuss what the evolving technology landscape means for SMSF professionals. Ms Mihalic explains how AI and automation are changing the way SMSF professionals work, from streamlining processes to making it easier to complete actions, and looks at whether this is a positive development. She a...

Digital Surge co-founders Josh Lehman and Dan Rutter join the SMSF Adviser Show to discuss why SMSF trustees should consider cryptocurrencies. Mr Lehman and Mr Rutter explain how the unique asset class can help diversify a portfolio, as well as the factors SMSF trustees need to consider when selecting a crypto exchange, such as fees, available coins, and minimum trade requirements. The pair also c...

AccSource founder and managing director Boobalan Madhavan joins the SMSF Adviser Show to discuss how advice and accounting firms can benefit from outsourcing. Mr Madhavan explains the problems that outsourcing can help solve, as well as how to integrate it into your business while retaining buy-in from your current employees.   He also covers how to find an effective outsourcing solution and how t...

In this episode, Aaron Dunn and co-host Keith Ford discuss the ASIC adviser levy increase, the ATO's draft ruling on the interaction on non-arm's length income and capital gains tax, court rulings on lost trust deeds, and the increase in ATO penalty fees. Following the discussion, we share an episode of the ifa podcast, the sister brand of SMSF Adviser, in which host Maja Garaca Djurdjevic is join...

The federal government has released its response to the Quality of Advice Review final report, which could have ramifications for the SMSF industry. In this episode, Aaron Dunn and new co-host Keith Ford are joined by SMSF Adviser editor Maja Garaca Djurdjevic to discuss how the QAR response will impact advisers and accountants, including the reduced documentation requirements. They also look at w...

With 30 June just around the corner, there are a number of opportunities to examine with SMSF clients as part of year-end tax planning. In this episode, Tim Miller, SMSF technical and education manager at Smarter SMSF and Smarter SMSF chief executive Aaron Dunn share a range of tips, traps and strategies that SMSF professionals can look to employ with their clients in the lead up to 30 June. Tim h...