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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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Unpacking the Bendel decision
04/09/2025
Unpacking the Bendel decision
In this edition of the SMSF Adviser podcast, hosts Keith Ford and Aaron Dunn are joined by legal specialist Phil Broderick, principal at Sladen Legal, to discuss the implications of the Bendel court decision – a landmark ruling with potentially far-reaching consequences for SMSFs and private trusts. This ruling has profound implications for the use of discretionary trusts and corporate beneficiaries, potentially allowing distributions to remain unpaid without triggering Division 7A consequences. The podcast delves into the significance of the case, drawing parallels to pivotal decisions like Bamford, and explores how it could reshape the landscape for tax and accounting practices in Australia. Listen as they discuss: The interpretation of "financial accommodation" within Division 7A. The relevance of this decision for SMSFs The potential for the Bendel decision to influence other areas of superannuation law.
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Budget 2025: The implications for the SMSF sector
03/26/2025
Budget 2025: The implications for the SMSF sector
In this special post-budget episode of the SMSF Adviser podcast, hosts Keith Ford and Aaron Dunn navigate a complex web of budgetary and political issues. Although it was a budget with nothing much in it for the SMSF sector, it was what wasn’t included that may have dramatic implications for the sector moving forward. With the departure of Financial Services Minister Stephen Jones, the sector faces uncertainty over future leadership and policy direction, while the emergence of the Teal independents and the potential for a minority government add layers of complexity to an already unpredictable political landscape. Listen as they discuss: The budget's limited offerings with small tax cuts and cost-of-living adjustments taking centrestage. The alignment between the reduced tax rates and superannuation accumulation rates. The broader implications of the upcoming election on the SMSF and financial services sectors. The DBFO 1.5. proposed changes, including the shift from a statement of advice to a client advice record.
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Overcoming challenges in auditing compliance
03/12/2025
Overcoming challenges in auditing compliance
With auditing season in full swing and the ATO increasing its scrutiny of the sector, this week’s SMSF Adviser podcast focuses on the challenges auditors may face regarding compliance. Hosts Keith Ford and Aaron Dunn are joined by legal specialist Bryce Figot from DBA Lawyers, one of the sector’s leading experts in the intricacies of SMSF auditing, to discuss what’s involved in managing the myriad regulatory obligations SMSF auditors now face. Figot touches on, among other things, the Tax Office’s renewed focus on auditor compliance for 2025 – especially in maintaining professional standards and quality control. He also reflects on the importance of auditors as gatekeepers in the industry with responsibility for ensuring the integrity of over a trillion dollars in SMSF assets. The podcast also delves into: The ATO's scrutiny of ‘volume auditors’. The importance of professional indemnity insurance for SMSF auditors. Pricing matters and what auditors should be charging per audit. The rigours and importance of documentation. The evolving landscape of the SMSF auditing industry with a shrinking number of auditors and an increasing number of SMSFs.
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Part 2: Highlights from the SMSF Association National Conference 2025
02/26/2025
Part 2: Highlights from the SMSF Association National Conference 2025
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, Tracey Scotchbrook, head of policy and advocacy at the SMSF Association, joins to break down the major regulatory issues impacting the sector, including the ongoing confusion around how to apply wholesale investor thresholds for SMSFs. Ben Marshan, director at Marshan Consulting, also joins the show to talk about the importance of financial advisers staying ahead of regulatory shifts to ensure they are prepared for the future, rather than waiting for long-gestating reforms to take place before streamlining their practice. Finally, Peter Crump, senior consultant at BDO, covers the importance of an exit plan for SMSF members and the considerations that can maximise client outcomes when it comes time to wind up a fund.
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Part 1: Highlights from the SMSF Association National Conference 2025
02/21/2025
Part 1: Highlights from the SMSF Association National Conference 2025
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 Melbourne. In part one, SMSF Association chief executive Peter Burgess and Class CEO Tim Steele join the show to talk about the thought leadership breakfast on the first day of the conference, the growth of the SMSF sector, and the major issues impacting professionals. Phil Broderick, principal at Sladen Legal, also joins the show to break down the considerations when advising clients on which type of investment structure they should use depending on their personal circumstances and goals. Finally, Shelley Banton, head of technical at ASF Audits, covers the thorny subject of business real property and the difficulties that auditors can have in determining whether an investment meets the criteria or if a member is trying to fit a square peg in a round hole.
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From politics to property: The first few weeks of 2025
02/13/2025
From politics to property: The first few weeks of 2025
It’s already been a hectic first few weeks of the year in the SMSF sector with legislative changes and political manoeuvring. In this week’s SMSF Adviser Show, hosts Keith Ford and Aaron Dunn delve into what has happened and what may transpire in the coming months. They’re joined by Daniel Butler, director of DBA Lawyers, to talk about the complexities of investing in rental properties within SMSFs, the considerations advisers need to keep in mind, and the impact of various state taxes on property investment. With a burgeoning interest in property as a significant asset class within SMSFs, Butler highlights the nuances and challenges trustees face. Listen as they discuss: Investment trends in SMSFs. Key considerations of commercial v residential property. Regulatory and tax implications. The challenges of property management. The evolving tax landscape.
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How digital advice can benefit the SMSF sector and Australia’s growing appetite for financial guidance
01/29/2025
How digital advice can benefit the SMSF sector and Australia’s growing appetite for financial guidance
There has been significant movement in the digital advice space over the past decade. As the industry accelerates its efforts to address the undersupply of financial advice, digital solutions are essential to meet the demands of Australia’s 12.9 million financial advice beneficiaries. In this episode of the SMSF Adviser podcast, host Keith Ford talks to David Barrett, an independent consultant with a wealth of experience in the industry, to delve into the evolving landscape of digital advice for SMSFs. Barrett highlights a recent partnership between a digital advice provider and a major institution, showcasing the industry’s progress. While the initial iterations of digital advice have been simplistic, they have laid the groundwork for more complex solutions in the future. However, when faced with complex scenarios such as defined benefit schemes, digital advice may still require human intervention. Listen as they discuss: The role of digital advice in SMSFs. Challenges and drawbacks of digital advice. Legislative agenda and future considerations.
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Litigation, legislation and retirement: What to expect from 2025
01/15/2025
Litigation, legislation and retirement: What to expect from 2025
In the first episode of the SMSF Adviser Show for 2025, hosts Keith Ford and Aaron Dunn take a look at the hot topics that will impact the SMSF space in the new year. The pair discuss the upcoming federal election, which is set to dominate the outlook for the first half of the year, as a range of measures related to SMSF advice hang in the balance and are unlikely to be decided until the polls are closed. Listen as they discuss: Why litigation over estate benefits is expected to continue to grow. How a strong focus on retirement outcomes will take centrestage in 2025. The possibility of accountants being given a larger role in providing financial advice.
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Putting a bow on 2024 and understanding legacy pension conversions
12/18/2024
Putting a bow on 2024 and understanding legacy pension conversions
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 break down an early Christmas present for the SMSF sector – the introduction of regulations on legacy retirement product commutations and reserves. Miller explains why there was a need for these regulations to be put in place and who is set to benefit from legacy pension changes, the important dates for the measures, and considerations for both SMSF members and their advisers when deciding if exiting a pension is the right decision. The podcast also takes a look back on a big year for SMSF professionals. Even though the Division 296 changes never got across the line, there were changes to the stage 3 tax cuts, the objective of super was legislated, and the government raised the ire of accountants with some ill-advised changes to the code of professional conduct for tax practitioners – and much more. Listen as they discuss: How the SMSF sector was impacted by the biggest events of 2024. The key areas covered on the SMSF Adviser Show over the year that was. Why a number of these important issues are going to still be on the agenda in 2025.
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Last-minute legislative whirlwinds and their impacts on the SMSF sector
12/04/2024
Last-minute legislative whirlwinds and their impacts on the SMSF sector
Following a whirlwind of legislative activity in the last few days of the parliamentary sitting calendar for the year, the Senate passed a number of bills via a guillotine motion. Although the controversial Division 296 tax was not among them after a last-minute reprieve, several other bills were passed that will ultimately affect the SMSF sector. In this final episode of the SMSF Adviser Podcast for 2024, hosts Keith Ford and Aaron Dunn, CEO of Smarter SMSF, discuss the implications of these measures. Listen as they discuss: The perseverance and success of the campaign by the SMSF Association regarding the Division 296 tax. The objective of super bill and how it may influence future policy decisions. The collapse of wealth management companies, particularly Dixon Advisory, and its impact on the Compensation Scheme of Last Resort. The ATO’s updated advice on long-running NALI regulations.
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Navigating the cryptocurrency landscape
11/21/2024
Navigating the cryptocurrency landscape
In a rapidly evolving financial landscape, cryptocurrency continues to carve out its niche, particularly within the realm of SMSFs. In this SMSF Adviser podcast, host Keith Ford speaks with Simon Ho, the COO and head of SMSF at CoinStash, about how SMSFs can safely utilise cryptocurrencies as part of their investment portfolio. In this episode, they discuss: The difference between an investor and a trader and differing tax treatments. The importance of clear reporting and compliance. Methods for gaining exposure to crypto assets. Strategies to contend with market volatility.
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How SMSFs can capitalise on a slowing economy
11/06/2024
How SMSFs can capitalise on a slowing economy
In this episode of the SMSF Adviser Show, host Keith Ford is joined by Andrew McVeigh, managing partner at Remara, to discuss the changes within investment markets that SMSF professionals and investors should keep an eye on. McVeigh explains that Remara has seen the appetite for credit starting to slow, which he said the RBA would consider as it starts to look at potentially cutting rates, while equity markets have been volatile, leading to some good opportunities, some bad opportunities, and a lot of sideways movement. Listen as they discuss: The launch of the Remara Opportunistic Development Fund. Limitations on how SMSFs can invest in different asset classes. Navigating the complexities of the current market and utilising funds to reduce risk.
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Highlights from the SMSF Adviser Technical Strategy Day
10/23/2024
Highlights from the SMSF Adviser Technical Strategy Day
In this special episode of the SMSF Adviser Show, hosts Keith Ford and Aaron Dunn are joined by a pair of experts on the floor of the SMSF Adviser Technical Strategy Day to provide insight into some of the complex topics facing SMSF professionals. Daniel Butler, director at DBA Lawyers, joins to discuss the changes to non-arm's length income and expense (NALI/E) rules, why there is still so much confusion, and the need to understand the grey area. Tim Miller, SMSF technical and education manager at Smarter SMSF, also joins the show to break down the importance of understanding the nuances of different contribution strategies and explain how his contributions matrix can help make things easier.
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