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The SMSF Adviser Show

Momentum Media
SMSF
Division 296
Superannuation
Smsfs
Self-Managed Superannuation Funds
Legacy Pension Conversions
Financial Regulation
DIV 296 Super Tax Bill
Retirement Income Covenant
Contribution Strategies
Economic Climate
Self-Managed Super Funds
Stage Three Tax Cuts
Digital Advice
Budget 2025
Bendel Decision
Cryptocurrency
Financial Advice
CSLR Levy
Financial Services Regulation

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 monthlyEpisodes156Founded6 years ago
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Artwork for The SMSF Adviser Show

Latest Episodes

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... more

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 ... more

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 methodolog... more

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 ed... more

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Recent Guests

Phil Broderick
Principal at Sladen Legal
Sladen Legal
Episode: Unpacking the Bendel decision
Bryce Figo
Special Counsel at DBA Lawyers
DBA Lawyers
Episode: Overcoming challenges in auditing compliance
Tracey Scotchbrook
Head of Policy and Advocacy at the SMSF Association
SMSF Association
Episode: Part 2: Highlights from the SMSF Association National Conference 2025
Ben Marshan
Consultant at Marshan Consulting
Marshan Consulting
Episode: Part 2: Highlights from the SMSF Association National Conference 2025
Peter Crump
Senior Consultant in Private Wealth at BDO
BDO
Episode: Part 2: Highlights from the SMSF Association National Conference 2025
Peter Burgess
CEO of the SMSF Association
SMSF Association
Episode: Part 1: Highlights from the SMSF Association National Conference 2025
Tim Steele
CEO of Class
Class
Episode: Part 1: Highlights from the SMSF Association National Conference 2025
Shelley Banton
Head of Technical at ASF Audits
ASF Audits
Episode: Part 1: Highlights from the SMSF Association National Conference 2025
David Barrett
Independent consultant and expert in the SMSF industry
Episode: How digital advice can benefit the SMSF sector and Australia’s growing appetite for financial guidance

Hosts

Keith Ford
Host of the SMSF Adviser Show
Aaron Dunn
Co-host of the SMSF Adviser Show and expert from Smarter SMSF

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Talking Points

Recent interactions between the hosts and their guests.

Putting a bow on 2024 and understanding legacy pension conversions
Q: What do advisors and members need to consider about legacy pension conversions?
Advisors should evaluate each individual's situation carefully, considering the potential loss of asset test exemption for members who have legacy pensions. It is crucial to seek appropriate professional advice.
How SMSFs can capitalise on a slowing economy
Q: What do advisors, trustees need to keep an eye on regarding penalty units?
Trustees need to be aware of the rise in penalty units for breaches, which can lead to significant financial consequences for individuals.
How SMSFs can capitalise on a slowing economy
Q: What are your thoughts on Taylor's comments broadly?
Taylor emphasizes that changes to the super system should enhance retirement outcomes, rather than serve to fill budget gaps.
From politics to property: The first few weeks of 2025
Q: What are the implications of the retirement of Minister Jones and the CSLR blowout?
Jones' retirement has raised concerns about future leadership in financial services, and the CSLR's increased financial burden will likely impact advisors significantly moving forward.
From politics to property: The first few weeks of 2025
Q: What do we need to know about rental properties within an SMSF?
The asset class for rental properties in SMSFs includes various types of property, with commercial property being distinct due to GST considerations and residential property being mainly tax-exempt for GST.

Audience Metrics

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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?

Focused on the intricate and dynamic landscape of Self-Managed Super Funds (SMSFs), this podcast consistently presents relevant insights from industry experts on various pressing topics. Episodes explore legislative changes, emerging trends in financial advice, and the ongoing challenges and opportunities faced by SMSF practitioners. Noteworthy is the integration of discussions around compliance, auditing, and the evolving role of technology in financial planning. The show emphasizes the importance of proactive strategies for financial advisors and SMSF trustees navigating an increasingly complex regulatory environment, making it highly relevant for professionals in finance, accounting, and legal fields alike.

Episodes often feature exper... more

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How many subscribers and views does The SMSF Adviser Show have?

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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. The SMSF Experts with Shelley Banton
2. SMSF News and Strategies Podcast Show
3. Investopoly
4. The Rules of Investing
5. The Money Puzzle

How many episodes of The SMSF Adviser Show are there?

The SMSF Adviser Show launched 6 years ago and published 156 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. Phil Broderick
2. Bryce Figo
3. Tracey Scotchbrook
4. Ben Marshan
5. Peter Crump
6. Peter Burgess
7. Tim Steele
8. Shelley Banton

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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