Beste SMSF podcasts (2024)

1
The importance of accurate property valuations 32:45

7d ago32:45

32:45

In this episode of the SMSF Adviser Show, host Keith Ford is joined by Michael Wilczynski, co-owner of SMSF Property Valuations, to discuss the ins and outs of getting a property valuation that SMSF members can rely on. Wilczynski explains why this process is vital, especially given the complexities involved in valuing unique properties or those wi…

1
SMSF NS116 : The ATO focus on illegal early access of super, as well as SMSF documentation and disputes 19:14

22d ago19:14

19:14

In this episode, we discussed the ATO focus on illegal early access of super, as well as SMSF documentation and disputes. Hosted by Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning SpecialistDoor Chris Reed: Certified Practicing Accountant (CPA), FPS and SMSF Specialist Advisor, Director of Business Concepts Group

1
Innovation insights for advice firms to scale 50:20

20d ago50:20

50:20

In this episode of the SMSF Adviser Show, host Keith Ford is joined by Eleece Quilliam, Client Development Manager at Macquarie’s Banking and Financial Services group, to discuss the key learnings for advisers from the Macquarie Virtual Adviser Network Global Innovation Program. Quilliam shares insights and practical recommendations from some of th…

1
The benefits of commercial property 42:57

28d ago42:57

42:57

In this episode of the SMSF Adviser Show, host Keith Ford is joined by Stuart Wilton, co-head – unlisted funds at Centuria, to discuss commercial property investments. Wilton explains the benefits of including commercial property investments within an SMSF portfolio, as well as some of the barriers that need to be considered when investing in the a…

1
Investing in specialised housing through an SMSF 35:12

1M ago35:12

35:12

In this episode of the SMSF Adviser Show, host Keith Ford is joined by Arthur Naoumidis, CEO of the Aligned Disability Property Fund, to discuss investing in NDIS housing. Naoumidis explains why the NDIS provides rent subsidies for disabled Australians and how SMSF members can invest to generate competitive returns and provide a social good. Listen…

1
What to consider when investing in property 33:22

1M ago33:22

33:22

In this episode of the SMSF Adviser Show, host Keith Ford is joined by Yianni Socratous, general manager of Granite Home Loans, to discuss property investment through an SMSF. Socratous explains the different ways that SMSF members can invest in property and what to consider when developing a strategy that fits the specific goals and circumstances …

1
Women in Finance: Building a brand that lasts 26:21

2M ago26:21

26:21

There are so many amazingly successful women in the finance industry, but only a small number have a strong brand and online presence in this traditionally male-dominated industry. As we celebrate International Women’s Day, we want to help more women raise their profile and showcase the incredible professionals in this space. In this episode, partn…

1
Part 2: Highlights from the SMSF Association National Conference 35:09

2M ago35:09

35:09

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, Scott Hay-Bartlem, chair of the SMSF Association and a partner at Cooper Grace Ward, joins to discuss the importance of bringing together the SMS…

1
SMSF NS115 : The contribution cap indexation, the new $3m tax, and how SMSF’s are helping women close the super gap 16:56

2M ago16:56

16:56

In this episode, we discussed the contribution cap indexation, the new $3m tax, and how SMSF’s are helping women close the super gap. Hosted by Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning SpecialistDoor Chris Reed: Certified Practicing Accountant (CPA), FPS and SMSF Specialist Advisor, Director of Business Concepts Group

1
Part 1: Highlights from the SMSF Association National Conference 36:14

2M ago36:14

36:14

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 one, Justin Micale, assistant commissioner, self managed super funds risk and strategy at the ATO, joins to discuss the Tax Office’s illegal early acc…

1
Why trusts are not just for the wealthy 37:59

2M ago37:59

37:59

In this episode of the SMSF Adviser Show, hosts Keith Ford and Aaron Dunn are joined by Matthew Burgess, director of View Legal, to discuss the broader importance of trusts. Mr Burgess explains why, despite their perception as vehicle for the wealthy to minimise tax, trusts are a cornerstone of financial planning, providing flexibility, asset prote…

1
The challenges for auditors in 2024 37:36

3M ago37:36

37:36

In this episode of the SMSF Adviser Show, hosts Keith Ford and Aaron Dunn are joined by Shelley Banton, head of education at ASF Audits, to discuss the issues impacting SMSF auditors. Ms Banton explains why the class action raised against auditors involved in the Melissa Caddick case should not be seen as a black mark against all within the sector,…

1
‘We deserve clarity’: navigating NALE purgatory 47:00

3M ago47:00

47:00

In this episode of the SMSF Adviser Show, hosts Keith Ford and Aaron Dunn are joined by Daniel Butler, director of DBA Lawyers, to discuss the state of play regarding non-arm’s length expenses and income (NALE/I) as we move into 2024. Mr Butler explains why the legislation continues to be a contentious issue, including where the problems lie, what …

1
What to expect from the year ahead 28:45

4M ago28:45

28:45

In this episode of the SMSF Adviser Show, hosts Keith Ford and Aaron Dunn get out their crystal balls and take a look at what 2024 has in store for the SMSF sector. On the back of a busy year for SMSF professionals that included a host of changes across a wide range of areas, the expectation is for more of the same as consultations and proposed gov…

1
The top news and events of 2023 38:30

4M ago38:30

38:30

In this episode of the SMSF Adviser Show, hosts Keith Ford and Aaron Dunn reflect on the major issues and changes in the SMSF sector throughout 2023, including regulatory measures that have been finalised and more that were announced. This year was a big year for SMSF professionals as the government announced shake-ups in a number of areas, with th…

1
SMSF NS114 : The new NALE rules, related party LRBA’s and a year end wrap up 15:10

5M ago15:10

15:10

In this episode, we discussed The new NALE rules, related party LRBA’s and a year end wrap up. Hosted by Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning SpecialistDoor Chris Reed: Certified Practicing Accountant (CPA), FPS and SMSF Specialist Advisor, Director of Business Concepts Group

1
The pathway to increasing adviser numbers 35:16

5M ago35:16

35:16

In this episode of the SMSF Adviser Show, hosts Keith Ford and Aaron Dunn discuss the possible pathway for advisers to enter the industry through super funds and progressing from limited advice to fully licensed advisers. On the back of Financial Services Minister Stephen Jones floating the idea that non-relevant providers working in super funds co…

1
Women in Finance: How diversity provides a competitive advantage 20:15

5M ago20:15

20:15

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 belie…

1
Women in Finance: The power of having strong female role models 28:12

5M ago28:12

28:12

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 ca…

1
Alternatives to the $3m super tax 35:45

5M ago35:45

35:45

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 iss…

1
Women in Finance: The importance of showcasing diversity at all levels 33:36

6M ago33:36

33:36

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…

1
Why private credit should form part of your SMSF portfolio 43:15

6M ago43:15

43:15

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…

1
SMSF NS113 : Death Benefit Nominations and the taxation of super death benefits 21:05

6M ago21:05

21:05

In this episode, we discussed the Death Benefit Nominations and the taxation of super death benefits. Hosted by Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning SpecialistDoor Chris Reed: Certified Practicing Accountant (CPA), FPS and SMSF Specialist Advisor, Director of Business Concepts Group

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Women in Finance: The Olympian financial planner balancing passion and profession 18:26

6M ago18:26

18:26

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 …

1
Why cash flow is the lifeblood of your SMSF 44:43

6M ago44:43

44:43

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 …

1
Women in Finance: How Mortgage Choice is working to create inclusive workplaces 26:59

6M ago26:59

26:59

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 Mor…

1
SMSF lending and economic conditions 34:47

6M ago34:47

34:47

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. Lis…

1
Women in Finance: Why Joanna James believes in visualising and emotionalising success 41:29

6M ago41:29

41:29

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 t…

1
The property possibilities for SMSFs 39:43

7M ago39:43

39:43

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 the…

1
Women in Finance: Why Tanya Sale believes support is key to being a female leader 41:17

7M ago41:17

41:17

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…

1
Using data to empower clients 45:05

7M ago45:05

45:05

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 info…

1
SMSF NS112: The big myths of super 20:54

7M ago20:54

20:54

In this episode, we discussed the big myths of super. Hosted by Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning SpecialistDoor Chris Reed: Certified Practicing Accountant (CPA), FPS and SMSF Specialist Advisor, Director of Business Concepts Group

1
Breaking down the Benchmark Report 47:45

7M ago47:45

47:45

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 old…

1
Digital advice and the impact of the QAR 41:13

8M ago41:13

41:13

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 h…

1
SMSF NS111: The items to look at for a quick review of your SMSF 17:31

8M ago17:31

17:31

In this episode, we discussed the items to look at for a quick review of your SMSF. Hosted by Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning SpecialistDoor Chris Reed: Certified Practicing Accountant (CPA), FPS and SMSF Specialist Advisor, Director of Business Concepts Group

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How to handle longevity risk for retirees 43:17

8M ago43:17

43:17

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 innovatio…

1
The rise of the Millennial SMSF trustee 51:57

8M ago51:57

51:57

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. …

1
What SMSFs need to know about crypto compliance 52:48

9M ago52:48

52:48

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…

1
Keeping on top of regulatory changes 39:33

9M ago39:33

39:33

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 unders…

1
The shifting technology landscape 43:15

9M ago43:15

43:15

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 look…

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SMSF NS110: The super changes that commenced on 1st July 2023 18:35

9M ago18:35

18:35

In this episode, we discussed the super changes that commenced on 1st July 2023. Hosted by Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning SpecialistDoor Chris Reed: Certified Practicing Accountant (CPA), FPS and SMSF Specialist Advisor, Director of Business Concepts Group

1
Should SMSF trustees invest in crypto? 43:19

9M ago43:19

43:19

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 coin…

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How to implement an outsourcing solution 47:17

10M ago47:17

47:17

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 …

1
How will the QAR affect access to advice? 45:29

10M ago45:29

45:29

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 Adv…

1
What does the QAR mean for SMSFs? 29:27

10M ago29:27

29:27

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 reduc…

1
A guide to end of year SMSF tax planning 24:26

11M ago24:26

24:26

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 w…

1
SMSF NS109: Year End SMSF Planning 16:10

11M ago16:10

16:10

In this episode, we discussed year end SMSF planning. Hosted by Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning SpecialistDoor Chris Reed: Certified Practicing Accountant (CPA), FPS and SMSF Specialist Advisor, Director of Business Concepts Group

1
Responding to the rise in younger SMSF trustees 31:20

11M ago31:20

31:20

With younger SMSF trustees driving up SMSF establishments, Jo Hurley highlights the top priorities for trustees in this age group. Class general manager, growth, Jo Hurley discusses the upwards trend in SMSF establishments in the 44 and below age group as reflected in recent ATO statistics. Ms Hurley touches on some of the factors driving the incre…

1
Budget special NALE changes fall short of industry expectations 26:47

12M ago26:47

26:47

The federal budget has outlined the government’s approach to some key issues for the SMSF industry. In this special budget episode, hosts Aaron Dunn and Miranda Brownlee discuss whether the quieter budget this year is the calm before the storm with the government still in the process of legislating an objective of super. They also discuss in detail…

1
SMSF NS108: The 2023 Federal Budget 15:31

12M ago15:31

15:31

In this episode, we discussed the 2023 federal budget. Hosted by Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning SpecialistDoor Chris Reed: Certified Practicing Accountant (CPA), FPS and SMSF Specialist Advisor, Director of Business Concepts Group

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