The SMSF Adviser Show
The SMSF Adviser Show features insights from the leading experts in the SMSF industry and explores the biggest themes shaping the SMSF landscape today. Join us as we dive into the latest headlines and developments in the industry.
info_outline
Budget 2026 - the story is only just beginning
05/19/2026
Budget 2026 - the story is only just beginning
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 borrowing CGT changes and investment structure How trusts and estate planning may be affected What should trustees and advisers be considering going forward
/episode/index/show/thesmsfadvisershow/id/41345830
info_outline
Why advisers need to move beyond just note-taking with AI
05/06/2026
Why advisers need to move beyond just note-taking with AI
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 stack and avoid the tedious admin tasks. Tune in to hear: How AI tools have evolved already to handle a wider range of tasks. What kind of efficiency gains the early adopters are experiencing. Where the future of AI in financial advice practices is heading.
/episode/index/show/thesmsfadvisershow/id/41172915
info_outline
What’s next for the SMSF sector?
04/23/2026
What’s next for the SMSF sector?
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 profession, and take a look at how bankruptcy is being treated for SMSF trustees. Tune in to hear: Whether the introduction of Div 296 will drive SMSF wind-ups or if any change will be a drop in the bucket. How the proposed changes to education standards could improve access to SMSF advice. Why the Federal Court might allow an SMSF trustee to stay on despite bankruptcy.
/episode/index/show/thesmsfadvisershow/id/40986705
info_outline
Government’s CSLR push and the Div 296 death tax by stealth
04/09/2026
Government’s CSLR push and the Div 296 death tax by stealth
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 Guardian collapses, with the exploding cost of compensation now putting pressure on the government to find new areas to cover the costs and SMSFs are firmly in the conversation. Tune in to hear: Whether there is any reasonable basis for including SMSFs in funding the scheme. Why the draft Div 296 regulations on post‑death earnings attribution are a death tax by stealth. What else is in the early responses to the draft regs.
/episode/index/show/thesmsfadvisershow/id/40781755
info_outline
Understanding the performance of SMSFs v APRA funds
03/26/2026
Understanding the performance of SMSFs v APRA funds
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 with apples” view of sector performance, underscoring the role of advice and diversification in outcomes. Tune in to hear: How investment performance of SMSFs and APRA funds stack up. Why there is a much larger variance in performance among SMSFs. The benefits that advisers are able to deliver, particularly for low-performing funds.
/episode/index/show/thesmsfadvisershow/id/40627015
info_outline
The next phase of SMSFs as behaviour, technology and demographics converge
03/11/2026
The next phase of SMSFs as behaviour, technology and demographics converge
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 transfer all reshaping the sector. Tune in to hear: Why younger, wealthier cohorts are increasingly starting SMSFs. The central role SMSFs will play in how capital is managed and deployed. Why the industry needs to articulate a clear, positive narrative about SMSFs’ role in delivering better retirement and intergenerational outcomes.
/episode/index/show/thesmsfadvisershow/id/40393620
info_outline
AI, global markets and SMSFs: How advisers can find the next wave of opportunities
03/04/2026
AI, global markets and SMSFs: How advisers can find the next wave of opportunities
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 profiles, retirement horizons and the extra admin burden inside super. Tune in to hear: Why the bigger opportunity may sit with companies using AI rather than building it. How ETF use is evolving toward active, thematic and outcome‑focused products. The value of advisers looking offshore for opportunities and global diversification.
/episode/index/show/thesmsfadvisershow/id/40307590
info_outline
Highlights from the SMSF Association National Conference 2026 – Part 2
02/26/2026
Highlights from the SMSF Association National Conference 2026 – Part 2
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 Tony Negline from Chartered Accountants ANZ explains why payday super is going to cause a lot more headaches then many professionals expect, as well as what businesses need to do to get ready for the 1 July start date. Finally, Dr Evan Morrison from HUB24’s Innovation Lab takes us through the ways that artificial intelligence is reshaping professional practice and where the new frontier of agentic AI is heading.
/episode/index/show/thesmsfadvisershow/id/40247700
info_outline
Highlights from the SMSF Association National Conference 2026 – Part 1
02/23/2026
Highlights from the SMSF Association National Conference 2026 – Part 1
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 Steele and Financial Services Council CEO Blake Briggs chat about the thought leadership breakfast on the first day of the conference, why many SMSF members are not receiving advice, and how to get more advice to these members.
/episode/index/show/thesmsfadvisershow/id/40196310
info_outline
Where to from here? The changes ahead for the SMSF sector
02/04/2026
Where to from here? The changes ahead for the SMSF sector
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 inflation on superannuation and how the latest RBA rate hike will impact superannuation. Listen as they discuss: Impact of Division 296 and contribution cap changes. Inflation and transfer balance cap adjustments. The need for SMSF practitioners to be on top of the reporting of the self-managed fund. Superannuation and the victims of crime bill. The RBA rate decision and future legislative changes.
/episode/index/show/thesmsfadvisershow/id/39989165
info_outline
Div 296 draft legislation with Peter Burgess: Fairness, death benefits and CGT
01/21/2026
Div 296 draft legislation with Peter Burgess: Fairness, death benefits and CGT
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 “won the battle” on unrealised gains, the new fight is ensuring that realised earnings allocated to in‑scope members are fair and transparent, especially given the different calculation methods across fund types. Tune in to hear: Why the TSB integrity measure is a red flag for the SMSFA. How the issues that remain in the draft legislation can be fixed. When to expect the bill to enter Parliament.
/episode/index/show/thesmsfadvisershow/id/39817840
info_outline
Wrapping up a turbulent 2025 and looking ahead to 2026
12/17/2025
Wrapping up a turbulent 2025 and looking ahead to 2026
In this episode of the SMSF Adviser podcast hosts Keith Ford and Aaron Dunn take a look back at the biggest events in the SMSF space for 2025, from the federal election and Division 296 uncertainty to tighter regulatory scrutiny across the sector and the ramifications of pension errors. They also break down concerns that the government may look to drag SMSFs into the Compensation Scheme of Last Resort, including how exactly it could be achieved and whether it makes any sense at all. Listen as they discuss How the Div 296 changes are setting up a Groundhog Day for EOFY Whether new draft legislation will actually be seen before Christmas Where SMSFs are heading in 2026 How the CSLR could impact the SMSF sector
/episode/index/show/thesmsfadvisershow/id/39435355
info_outline
The ongoing saga of Div 296
12/04/2025
The ongoing saga of Div 296
In this episode of the SMSF Adviser podcast hosts Keith Ford and Aaron Dunn unpack the unresolved details of Division 296, including how the shift to taxing realised gains may affect high-balance SMSF members, particularly in the year of death. They discuss why “hold-until-you-die” strategies are unlikely to be practical due to pension and liquidity pressures. They also delve into the government’s new Digital Assets Framework Bill, which brings crypto platforms into the AFSL regime to improve consumer protection – an important shift given SMSFs’ strong involvement in digital assets. Listen as they discuss: Div 296 uncertainty and end-of-year legislative timing Strategy concerns for high-balance SMSF members Financial abuse risk within SMSFs Role of advisers and practical vigilance
/episode/index/show/thesmsfadvisershow/id/39264460
info_outline
Why SMSFs are embracing digital assets, with Tim Wilks
11/21/2025
Why SMSFs are embracing digital assets, with Tim Wilks
In this episode of the SMSF Adviser Show, CoinSpot chief business development officer Tim Wilks joins host Keith Ford to break down the rapid rise of digital asset investing within the SMSF sector – and why trustees are increasingly looking to crypto as part of a broader diversification strategy. Wilks explains how institutional adoption, regulatory progress and improved compliance frameworks have helped shift perceptions of cryptocurrency from a speculative punt to a legitimate high-growth asset class. Tune in to hear: Why SMSFs are increasingly allocating to cryptocurrencies and other digital assets. How to practically work with SMSF clients in the digital asset space. Why advisers who skill up early on crypto will be better positioned to attract and retain clients as demand accelerates.
/episode/index/show/thesmsfadvisershow/id/39119080
info_outline
Unpacking some of the lessons learned at the SMSF Adviser technical strategy days
11/06/2025
Unpacking some of the lessons learned at the SMSF Adviser technical strategy days
In this special episode of the SMSF Adviser Show, hosts Keith Ford and Aaron Dunn are joined by Liam Shorte, managing director of SONAS Wealth, and Phil Broderick, principal at Sladen Legal, at the SMSF Technical Strategy Day in Sydney. Shorte joins the show to discuss the evolving world of contribution and why it’s important to understand the contribution rules and caps to ensure planning decisions remain sound regardless of the final policy settings. Listen as Broderick unpacks a range of estate planning issues he covered in his session at the strategy day, including how some recent case law should impact the way SMSF professionals consider death benefit nominations.
/episode/index/show/thesmsfadvisershow/id/38932615
info_outline
Inside the evolving world of SMSF lending
10/22/2025
Inside the evolving world of SMSF lending
After nearly two decades, the SMSF lending market has matured into a stable and well-regulated segment – yet complexity and misconceptions persist. Bluestone Home Loans head of specialised distribution, Richard Chesworth, joins host Keith Ford to break down the nuances of limited recourse borrowing arrangements (LRBAs). From redrawing for property repairs to understanding offset structures and pre-2018 grandfathering rules, Chesworth highlights that success in SMSF lending depends as much on precision and teamwork as it does on opportunity. Listen as they discuss: How advisers can work through the complexity that still exists in SMSF borrowing. What technical traps remain and how redraws, offsets, and refinancing can trigger compliance risks. The importance of collaborating closely with lenders and prioritising expertise and structure over rate alone.
/episode/index/show/thesmsfadvisershow/id/38738055
info_outline
Unpacking the new super tax
10/15/2025
Unpacking the new super tax
The announcement this week from the government outlining the changes to the $3 million super tax was met with relief, but there are still many unknowns. On this episode of The SMSF Adviser podcast, hosts Keith Ford and Aaron Dunn unpack the changes from the initial proposal to the current version released this week. The discussion emphasises that while the major concerns of taxing unrealised gains and lack of indexation have been addressed, many technical details still need to be clarified through the legislative process and further consultation. Listen as they discuss: Taxable earnings: Originally, the tax applied to all earnings, whether realised or not. The revised measure will only tax realised gains. Indexation: The $3 million threshold will be indexed against the Consumer Price Index (CPI) in $150,000 increments, pegged to transfer balance cap movement. The $10 million threshold will be indexed in $500,000 increments, also aligned with CPI. Tax rates: For balances above $3 million, an additional 15 per cent tax applies to earnings. For balances above $10 million, an additional 10 per cent tax applies to earnings. Start date: The effective start date has been moved to 1 July 2026, with the first assessments issued in the 2027–2028 financial year. Liability: The tax liability remains with the individual, who can pay it directly or seek a release from their super fund. The ATO will calculate the tax. Consultation: There is optimism for constructive consultation on the implementation details, particularly regarding how realised earnings will be calculated for APRA funds and SMSFs, and the treatment of CGT discounts and pre-2026 asset gains.
/episode/index/show/thesmsfadvisershow/id/38588460
info_outline
Unpacking the latest amendments
10/08/2025
Unpacking the latest amendments
Updated legislative and regulatory instruments were added to the ever-expanding cache in the SMSF sector last month. In this episode of the SMSF Adviser podcast, hosts Keith Ford and Aaron Dunn unpack what it all means with Bryce Figot, special legal counsel for DBA Lawyers. Figot delves into the changes made in LCR 2021/2 and TR 2010/1, focusing on non-arm’s length income provisions and contributions and specifically how they may affect professionals working in the sector. Listen as they discuss: The new “safe harbour” example (7A) in LCR 2021/2. Paragraph 51, outlining discounted prices for SMSF services. Contribution updates in TR 2010/1 that clarify how acquiring an asset for below-market value is not a contribution if it’s a purchase under a sale contract. The importance of proper documentation and arm’s length valuations that are crucial for mixed part-purchase and part-contribution scenarios. The disproportionate outcomes that still exist where small non-arm’s length capital gains can taint entire net capital gains or distributions from unit trusts.
/episode/index/show/thesmsfadvisershow/id/38505445
info_outline
The waiting game
09/24/2025
The waiting game
The SMSF sector is in a holding pattern as key regulatory and legislative changes remain unresolved. In this episode of the SMSF Adviser podcast, hosts Aaron Dunn and Keith Ford discuss some of the key changes that are still to be clarified, such as the Div 296 tax and the much-anticipated NALI/E amendments. The podcast touches on recent updates from the ATO, specifically regarding Law Companion Ruling (LCR) 2021/2 relating to super contributions and the recently released annual Class Benchmark report. Listen as they discuss: Revelations that more SMSFs will be impacted by the proposed Div 296 than originally estimated. The changing face of the SMSF sector demographics. The ongoing advice gap in the SMSF sector. Implications of commuting market-linked pensions.
/episode/index/show/thesmsfadvisershow/id/38335660
info_outline
Getting it right: the challenge in market valuations
09/10/2025
Getting it right: the challenge in market valuations
Market valuations have emerged as a crucial area in the SMSF sector, particularly in light of regulatory changes and heightened ATO scrutiny. The looming spectre of Division 296 further complicates the landscape, particularly regarding the methodology used for valuations. In this episode of the SMSF Adviser Podcast, host Aaron Dunn, chief executive of Smarter SMSF, is joined by industry stalwart Shelley Banton, head of technical for ASF Audits, to delve into the changing expectations for valuations and meeting the challenging compliance requirements. Listen as they discuss: The complexity of market valuations, especially for assets that lack readily available market data. Concerns around private credit. Practical solutions that may support auditors. The shift in expectations for the auditing profession.
/episode/index/show/thesmsfadvisershow/id/38152010
info_outline
Unravelling the new pension rules
08/27/2025
Unravelling the new pension rules
The updated rules on when a pension commences and ceases have created confusion in the SMSF sector. On this week’s episode of the SMSF Adviser podcast, hosts Aaron Dunn and Keith Ford delve into the intricacies of TR2013/5 with Tim Miller, head of education and technical for Smarter SMSF. Miller explains how the revised ruling, which was updated in June 2024, primarily reflects changes from the super reforms introduced on 1 July 2017. He provides a fresh perspective on what needs to happen when a super income stream fails to meet the pension standards for a financial year, particularly with minimum pension requirements. Listen as they discuss: How the consequences of failing to meet pension standards have become more stringent. The trust law aspect of pensions. The importance of understanding the minimum pension obligation and the consequences of failing to meet it. The retrospective application of these rules. The complexities surrounding TRIS. The time frame for losing ECPI beyond the traditional 12 months.
/episode/index/show/thesmsfadvisershow/id/37974470
info_outline
Reform and regulation: the challenges
08/14/2025
Reform and regulation: the challenges
Australia is currently grappling with a complex web of regulatory reforms, which has left many advisers in a state of limbo. In this episode of the SMSF Adviser podcast, hosts Keith Ford and Aaron Dunn discuss the pressing issue of financial advice reform. One of the most troubling issues is in the advice sector, and after nearly three years since the Quality of Advice Review (QAR) report was delivered, the sector is still waiting for significant progress. Listen as Keith and Aaron discuss: The fragmented nature of the regulatory framework. The challenges in the requirement for an account number on fee consent forms. The government's focus on super, particularly in the retirement phase. Technical aspects of SMSF management, including deferred tax accounting. Recent actions by ASIC against SMSF auditors.
/episode/index/show/thesmsfadvisershow/id/37810940
info_outline
Exploring Division 296 alternatives that don't tax paper profits
07/31/2025
Exploring Division 296 alternatives that don't tax paper profits
In the latest episode of the SMSF Adviser Show, hosts Keith Ford and Aaron Dunn break down some of the alternative methods to remove concessions for large super balances without resorting to taxing unrealised gains, with a range of options being delivered in recent weeks. The IFPA put forward compulsory cashing, while Geoff Wilson and Wilson Asset Management offered up a progressive super surcharge model, with both looking to meet the government’s stated aim for Division 296 in a manner that leaves unrealised gains untouched. Listen as they discuss: What is missing when the government talks about liquidity and diversity requirements for super funds that hold farmland. The spike in SMSF-related complaints to AFCA, largely on the back of major financial failures like United Global Capital. When Division 296 is likely to land back in parliament.
/episode/index/show/thesmsfadvisershow/id/37617270
info_outline
TBC increase not as easy as ABC
07/16/2025
TBC increase not as easy as ABC
The increase of the transfer balance cap from $1.9 million to $2 million is not as simple to understand as it seems. In this SMSF Adviser podcast, hosts Keith Ford and Aaron Dunn discuss the implications of the TBC rise implemented at the start of the new financial year with industry stalwart David Busoli. While this shift appears straightforward, it brings complexities, particularly for existing pensioners, due to the intricacies of proportional indexation. Busoli explains how proportional indexation is a critical concept in understanding how the TBC affects individuals and how, for people just starting their pension phase, the indexation process presents several challenges. Listen as they discuss: The necessity for accurate data to ensure proper management of transfer balance accounts. Broader implications of the TBC changes, including the impact on non-concessional contributions. The ongoing challenges within the SMSF sector, particularly in managing the intricacies of the transfer balance cap and ensuring accurate reporting. Division 7A and its implications for limited recourse borrowing arrangements within SMSFs.
/episode/index/show/thesmsfadvisershow/id/37422685
info_outline
Where to from here? Planning for the new financial year
07/02/2025
Where to from here? Planning for the new financial year
It’s the start of a new financial year, but there are still many uncertainties in the SMSF world. In the latest episode of the SMSF Adviser Show, hosts Keith Ford and Aaron Dunn discuss the implications of the upcoming Division 296 legislation, which is set to impact individuals with superannuation balances over $3 million. As the new financial year kicks off, there is a raft of other topics that SMSF professionals need to pay attention to and plan for the year ahead, and Aaron breaks down all of the areas that deserve a closer look. Listen as they discuss: How a lack of certainty is impacting the sector. The continued pushback from a growing cohort of industry bodies. The rise in SG and its effect on contribution strategies. Timely reviews needed now of investment strategies and estate planning.
/episode/index/show/thesmsfadvisershow/id/37251870
info_outline
Streamlining the audit process
06/18/2025
Streamlining the audit process
With just two weeks remaining until the financial year wraps up, getting an SMSF ready for tax time involves ensuring there is a smooth audit process. In this episode of the SMSF Adviser podcast, hosts Keith Ford and Aaron Dunn are joined by well-known industry auditor Deanne Firth, director of Tactical Super. Firth offers some valuable insights and timely reminders for SMSF trustees and auditors to prioritise compliance and leverage available resources to streamline their processes. Listen as they discuss: Obtaining the necessary evidence for valuations, especially concerning private and unlisted companies. The timing of audits and the importance of proactive engagement with clients. The challenges with valuing unlisted assets, particularly private companies with unique business models. The complexities of SMSFs investing in start-up ventures. Loans within SMSFs. Technology and AI in the SMSF sector.
/episode/index/show/thesmsfadvisershow/id/37049940
info_outline
EOFY super planning and tax strategies
06/04/2025
EOFY super planning and tax strategies
As the end of the financial year approaches, SMSF professionals are gearing up to navigate the complexities of superannuation contributions and tax planning. In this episode of the SMSF Adviser Show, industry stalwart Liam Shorte, director of Sonas Wealth, explains the essential areas that advisers and accountants should address in the next three weeks to optimise super strategies for their clients. Managing clients’ total super balance (TSB) effectively is right at the top of the list, with Shorte explaining the importance of having accurate information and why it’s not always a good idea to maximise unused contribution caps if there are any uncertainties around the exact figures. Listen as they discuss: How to access accurate superannuation data through the ATO. How to ensure that 2024 financials are reported promptly. Contribution strategies for different age cohorts and how they can benefit future planning. The increasing problem of debt for those approaching 60. Extension of tax planning to age 75.
/episode/index/show/thesmsfadvisershow/id/36842675
info_outline
Media mayhem and Div 296
05/21/2025
Media mayhem and Div 296
The $3 million super tax has been headline news around the country over the past couple of weeks and has finally made the front pages of the mainstream media. In this episode of the SMSF Adviser Show, hosts Keith Ford and Aaron Dunn highlight a critical aspect of the debate that has captured the media’s attention: the difference between the perception and the reality of the implications of the Division 296 tax. Listen as they discuss: The misconceptions and a lack of understanding about the legislation's nuances. The political dynamics surrounding Div 296 and its complexities. The broader implications of Div 296, particularly its potential impact on estate planning and family businesses. The need for advisers to play a crucial role in guiding clients through the complexities of the new tax laws.
/episode/index/show/thesmsfadvisershow/id/36652225
info_outline
The Div 296 battle continues
05/07/2025
The Div 296 battle continues
With Labor winning the election with a clear majority, the SMSF sector is now once again poised for battle over the controversial Division 296 tax. In this episode of the SMSF Adviser podcast, hosts Keith Ford and Aaron Dunn sit down with SMSF Association CEO Peter Burgess to talk about the implications of the election results, what it may mean going forward, and the association’s plans to convince the elected politicians on the adverse outcomes of the tax. The podcast will also delve into the latest draft DBFO legislation and how the proposed changes may affect advisers specialising in SMSFs. Listen as they discuss: The election results and the impacts it will have on legislation. Time frames for the legislative process. Strategies going forward in lobbying the government. The DBFO draft legislation.
/episode/index/show/thesmsfadvisershow/id/36463400
info_outline
Election countdown
04/23/2025
Election countdown
In this episode of the SMSF Adviser podcast, hosts Keith Ford and Aaron Dunn discuss the issues that may affect super and the policy positions of the two major parties. Tax reform has been the elephant in the room during the federal election campaign, but there has been some mention of the Division 296 tax by the opposition, which has also made commitments regarding advice reforms and adviser numbers. This podcast covers some of the big-ticket items concerning the advice and super sectors, including: Bargaining by the Greens to reduce the super tax threshold to $2 million and its impact on the transfer balance cap. Reforms to the CSLR. Increasing adviser numbers. Housing policies and tax implications.
/episode/index/show/thesmsfadvisershow/id/36273340