The SMSF Adviser Show

By: Momentum Media
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  • Summary

  • 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.
    Momentum Media, All Rights Reserved
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Episodes
  • Unpacking the data – what’s happening in the SMSF sector from a statistical standpoint

    Unpacking the data – what’s happening in the SMSF sector from a statistical standpoint
    Sep 25 2024

    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:

    • The continued growth of the sector and its projections
    • The unmet advice needs of SMSF members
    • How the proposed Div 296 may impact funds
    • Transition to retirement strategies and their impacts
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    45 mins
  • Understanding planning and strategies for older clients

    Understanding planning and strategies for older clients
    Sep 11 2024
    In this episode of the SMSF Adviser Show, hosts Keith Ford and Aaron Dunn are joined by Peter Johnson, director of Advisers Digest, to give a sneak peek at his upcoming session at the SMSF Adviser Technical Strategy Day and why it’s vital to understand the evolving needs of older clients. Johnson explains some of the opportunities that are available for older clients as the intersection between contributions and pensions grows and how to deal with uncertainty through careful forward planning.

    Listen as they discuss:
    • 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.
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    32 mins
  • ‘Adopting a holistic approach’: Dealing with estate planning nuances

    ‘Adopting a holistic approach’: Dealing with estate planning nuances
    Sep 4 2024
    In this episode of the SMSF Adviser Show, hosts Keith Ford and Aaron Dunn are joined by Matthew Burgess, director of View Legal, to take a look at some of the estate planning considerations that SMSF professionals need to keep top of mind. Burgess explains why the outcomes of a number of recent court cases hold valuable information for everyone in the SMSF sector, as well as highlighting the importance of professionals ensuring they work together to reach the best outcome for their clients.

    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.
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    40 mins
Economics Personal Finance
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