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The SMSF Adviser Show

Prime Creative Media
Division 296
SMSF
Superannuation
Smsfs
Self-Managed Super Funds
DIV 296
Transfer Balance Cap
Self-Managed Superannuation Funds
Payday Super
Estate Planning
Legacy Pension Conversions
Financial Regulation
Australia
Self-Managed Super Fund
DIV 296 Super Tax Bill
SMSF Association
Division 7A
Bendel Decision
Contribution Strategies
Budget 2025

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.

PublishesTwice monthlyEpisodes177Founded6 years ago
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Artwork for The SMSF Adviser Show

Latest Episodes

The Division 296 legislation came into force on 1 July 2026 and trustees are now contemplating strategies, or have already put things in place, to ensure they are getting the best out of their funds. In this episode of the SMSF Adviser Show hosts Kee... more

It may be the start of a new financial year but it's never too early to start planning how an SMSF pays its pensions. In this episode of the SMSF Adviser Show, hosts Keeli Cambourne and Aaron Dunn from Smarter SMSF are joined by audit expert Shelley ... more

The new PayDay Super rules are imminent and there's only weeks for SMSF trustees and employers to ensure they have put everything in place for the changing rules and regulations. On this episode of the SMSF Adviser podcast, hosts Aaron Dunn and Keeli... more

While the dust settles on the Government's Budget proposals the financial sector is left in limbo in regard to the way in which trusts will be treated going forward. In this week's episode of the SMSF Adviser Show, Daniel Butler, director of DBA Lawy... more

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Recent Guests

Daniel Butler
Attorney at DBA Lawyers, expert on trusts
DBA Lawyers
Episode: Trusts, turmoil and the importance of clarity
Aaron Dunn
From Smarter SMSF
Smarter SMSF
Episode: Budget 2026 - the story is only just beginning
Shak Lala
Co-founder and co-CEO of Marloo
Marloo
Episode: Why advisers need to move beyond just note-taking with AI
George Mihaylov
Adelaide University researcher
Adelaide University
Episode: Understanding the performance of SMSFs v APRA funds
Andrew Inwood
Global CEO/CEO of CoreData
CoreData
Episode: The next phase of SMSFs as behaviour, technology and demographics converge
Robert Talevski
CEO of Webull Australia
Webull
Episode: AI, global markets and SMSFs: How advisers can find the next wave of opportunities
Keddie Waller
Policy Manager at the SMSF Association
SMSF Association
Episode: Highlights from the SMSF Association National Conference 2026 – Part 2
Tony Negline
Superannuation and Financial Services Leader
CAANZ
Episode: Highlights from the SMSF Association National Conference 2026 – Part 2
Evan Morrison
Head of Innovation Lab
Hub24
Episode: Highlights from the SMSF Association National Conference 2026 – Part 2

Hosts

Keeli Cambourne
Host, SMSF Adviser Show contributor with Prime Creative; focused on SMSF policy, education, and practitioner guidance.
Keith Ford
Co-host and host contributor focusing on regulatory reforms, policy discussion, and advisory strategy in SMSFs.
Aaron Dunn
Co-host; provides technical SMSF insights and practical planning implications, often discussing AI, budget impacts, and advisory workflows.

Chart Rankings

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Talking Points

Recent interactions between the hosts and their guests.

The one-twelfth rule can cause a whole lot of trouble
Q: What should professionals educate trustees to monitor throughout the year to avoid penalties?
Professionals should ensure trustees understand how to calculate the minimum at the start of July, establish regular pension payments, monitor cash flow to meet the minimum, document life events affecting pensions, and maintain detailed records of all payments and adjustments to support audits or inquiries.
The one-twelfth rule can cause a whole lot of trouble
Q: Shelley, why is the ATO so stringent on pension shortfalls under the 112th rule?
Because the 112th rule is designed as a narrow exception to a strict minimum pension payment regime; if underpayments occur, especially beyond small thresholds, it can affect ECPI treatment and trigger non-compliance consequences, so the ATO emphasizes thorough documentation and adherence to conditions to prevent exploitation.
TBC increase not as easy as ABC
Q: How should advisers handle reporting and data accuracy given the new regime?
The guests emphasize that information quality is critical; practices should rely on timely reporting, use best estimates when necessary, and push for better access to member data (e.g., MyGov exports) to avoid garbage-in garbage-out scenarios.
TBC increase not as easy as ABC
Q: What do they need to be thinking about, David?
David explains that the transfer balance cap increases and the pension start points create complexities, particularly around indexation for existing pensions and the need to align both the general cap and personal caps with regulatory rules, while maintaining data accuracy.
Unpacking the latest amendments
Q: Bryce, what do we see now as a result of these changes, compared with the historic framework?
The changes create a clearer separation between general expense provisions and event-specific provisions, with a cap on non-arm's-length effects and stricter documentation requirements, which should reduce extreme tainting and bring more predictability to compliance.

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Frequently Asked Questions About The SMSF Adviser Show

What is The SMSF Adviser Show about and what kind of topics does it cover?

The show consistently centers on regulatory reform in self-managed super funds and the evolving advisory landscape, with frequent deep dives into policy changes (Division 296, CSLR, Div 296 death-benefit rules), tax considerations (CGT, franking credits), and how these shifts reshape SMSF strategies, member outcomes, and adviser workloads. Across episodes, guests range from lawmakers and association leaders to practitioners and fintech/AI experts, all contributing practical modeling, implementation tips, and scenario planning for advisers, trustees, and small businesses. A recurring strength is translating complex regulation into actionable guidance for practitioners, with heavy emphasis on budgeting, tech enablement (AI tools, onboarding p... more

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Which podcasts are similar to The SMSF Adviser Show?

These podcasts share a similar audience with The SMSF Adviser Show:

1. Retire Right
2. Australian Retirement Podcast
3. Australian Finance Podcast
4. Your Wealth
5. SMSF Insider

How many episodes of The SMSF Adviser Show are there?

The SMSF Adviser Show launched 6 years ago and published 177 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on The SMSF Adviser Show?

Recent guests on The SMSF Adviser Show include:

1. Daniel Butler
2. Aaron Dunn
3. Shak Lala
4. George Mihaylov
5. Andrew Inwood
6. Robert Talevski
7. Keddie Waller
8. Tony Negline

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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