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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
Australian Taxation Office
DIV 296 Super Tax Bill
SMSF Association
Division 7A
Bendel Decision
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 monthlyEpisodes178Founded6 years ago
Number of ListenersCategories
InvestingBusiness

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Artwork for The SMSF Adviser Show

Latest Episodes

In this special episode of the SMSF Adviser Show podcast hosts Keeli Cambourne and Aaron Dunn, CEO of Smarter SMSF, talk with Peter Burgess, CEO of the SMSF Association following his keynote address at the SMSF Association Technical Summit 2026 in Sy... more

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

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Recent Guests

Liam Shorte
Founder/wealth adviser at SONAS Wealth
SONAS Wealth
Episode: Div 296 - the starting gun has sounded
Shelley Banton
Director of Super Clarity
Super Clarity
Episode: The one-twelfth rule can cause a whole lot of trouble
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
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.

Reviews

4.6 out of 5 stars from 9 ratings
  • Too Much Locker Room Talk, Zero Education

    Spends way too much time talking politics dressed as news and lobbying government. For an industry body with the access to the smartest heads in the game, it’s time to refocus on education and compliance

    Apple Podcasts
    1
    pharmlover-apple
    Australia2 months ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Policy impact and budgeting scenarios
Tech-enabled advisory workflows
Practical regulatory analysis for SMSFs

Chart Rankings

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

Talking Points

Recent interactions between the hosts and their guests.

The past, the present and the future
Q: What is the role of data and advocacy in shaping policy on housing and LRBA reform?
Data from organisations like BGEL and CLASS is used to counter narratives and demonstrate the sector's impact, while cross-industry advocacy with housing associations strengthens the push for targeted policy changes and better modeling of housing supply effects.
The past, the present and the future
Q: How is the industry responding to the need for timely guidance ahead of the August 10 deadline?
Industry groups pressed for rapid guidance, leading to a more consultative approach that still delivers practical rules and allows practitioners to plan transactions with greater certainty, even if some aspects require further refinement.
The past, the present and the future
Q: What are the immediate implications of the LRBA changes for existing loans and for contracts already in place?
The guidance indicates that despite the rapid changes, the essential outcomes hinge on the contract date rather than settlement, with grandfathering for existing arrangements and a focus on how assets operate within the fund under the business use test during the LRBA.
Div 296 - the starting gun has sounded
Q: Liam, is that a by-product of, say, those that are above the 3 million, or are you finding it more even that it's that next tier with the 10 million plus?
There are conversations across the bands, but for north of $10 million the focus is on moving wealth to the next generation, often via company structures or testamentary trusts, while those around $3-5 million still see significant balancing within super to manage tax without eroding retirement balances.
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.

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?

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. SMSF News and Strategies Podcast Show
2. Retire Right
3. Property Investment Podcast Network
4. The Money Puzzle
5. Investopoly

How many episodes of The SMSF Adviser Show are there?

The SMSF Adviser Show launched 6 years ago and published 178 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. Liam Shorte
2. Shelley Banton
3. Aaron Dunn
4. Shak Lala
5. George Mihaylov
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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