• The sacrifices she’s making to complete her PhD.
• Advisers’ struggle to be viewed as a profession.
• Improving people’s engagement with their super, and more.

In this episode of the SMSF Adviser Show, hosts Keith Ford and Aaron Dunn are joined by Tim Steele, general manager at Class, to dig down on the information that came out of the annual Class Annual Benchmark Report.

The report is an annual snapshot from a macro standpoint of how the SMSF sector is developing, using data from the Class Super platform, which is representative of the broader Australian SMSF market. This year’s report highlights several trends that are likely to influence the future of the sector.

Listen as they discuss:

In this episode of Relative Return, host Maja Garaca Djurdjevic chats with Chris McGibbon, global head of real estate at Nuveen, about the long-term outlook and why the “knife has stopped falling” in property.

Listen as they discuss:

• Real estate’s role in investor portfolios.
• Should investors take a diversified approach or focus on specific sectors?
• The benefits that property allocation brings to investors.
• The real estate market in Australian cities.
• Mitigating geopolitical risk in real estate.

In this episode of The ifa Show, host Keith Ford is joined by author and financial adviser Helen Baker to unpack the transformative potential of artificial intelligence (AI) and how financial advisers can highlight prime investment opportunities in the market.

Baker identifies the industries set to benefit from AI for advisers looking to integrate these into client portfolios and the ethical concerns surrounding these new technologies.

Listen as they discuss:

• The revolutionary benefits and potential dangers of AI.
• How clients can benefit from AI investments.
• The ESG considerations that advisers should keep in mind.

• Readjusting to an office environment after competing in the Olympics.
• How a career as a track athlete has helped her become a better adviser and vice versa.
• Why financial advice is an appealing career for young people who may not know what it entails.

• How clients are trying to preserve as much of their SMSF assets to pass on to their children.
• The impact that the $3 million super tax will play in designing strategies.
• Why CGT should be top of mind for small-business owners well before they enter retirement.

In this episode of The ifa Show, host Maja Garaca Djurdjevic and Eugene Ardino, CEO of Lifespan Financial Planning, explore the challenges that single adviser firms face and why they have an important place in the market.

Ardino explains what the future holds for these firms and how reductions in red tape will make life easier, as well as how outsourcing arrangements can free the adviser to spend more time providing advice rather than in the back office dealing with admin tasks.

Listen as they discuss:

• Why advisers need to decide early if they want to remain a single practitioner firm.
• The difference between working as an adviser and running an advice firm.
• How single practitioners can ensure they remain sustainable in the long run.

Listen as they discuss:

• Why a project manager role is vital when professionals collaborate on a client’s estate planning.
• What SMSF advisers can learn from the mistakes of others.
• How taking a holistic approach can help avoid pitfalls in the estate planning process.