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The SMSF Adviser Show

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

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 monthlyEpisodes174Founded6 years ago
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InvestingBusiness

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Artwork for The SMSF Adviser Show

Latest Episodes

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

With the ink now drying on the Federal budget, it seems what most thought was going to be a quiet night for the super sector has in fact opened the door on a number of new issues and concerns. In this episode of the SMSF Adviser Show, Keeli Cambourne... more

In this episode of the SMSF Adviser Show, host Keith Ford is joined by Marloo co-founder Shak Lala to unpack how AI is moving from note-taking to becoming a true AI partner for financial advisers.

Shak explains how AI can materially increase advise... more

In this episode of the SMSF Adviser Show, hosts Keith Ford and Aaron Dunn explore some of the key developments shaping the SMSF landscape, including whether the Division 296 tax on high‑balance members could lead to a spike in wind‑ups.

They also b... more

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Recent Guests

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
Andrew Inwood
CEO
Core Data
Episode: Highlights from the SMSF Association National Conference 2026 – Part 2
Peter Burgess
CEO of the SMSF Association
SMSF Association
Episode: Highlights from the SMSF Association National Conference 2026 – Part 1

Hosts

Keith Ford
Host of The SMSF Adviser Show
Aaron Dunn
Co-host of The SMSF Adviser Show

Chart Rankings

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

Talking Points

Recent interactions between the hosts and their guests.

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.
Understanding the performance of SMSFs v APRA funds
Q: So Peter, why is this important for the SMSF Association and the industry to look at this as a long-running research piece?
To provide an apples-to-apples benchmark against APRA funds, establish robust, year-by-year performance comparisons, and support evidence-based policy discussions and advocacy.
Why advisers need to move beyond just note-taking with AI
Q: What are the main regulatory or risk considerations when using AI for SMSF advice?
Advisors must ensure outputs are compliant, traceable, and explainable, with robust internal reviews to prevent hallucinations; licensee requirements and best-interest obligations remain central, and tools should facilitate, not replace, professional judgment.

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 content frequently revolves around the Self-Managed Superannuation Fund (SMSF) landscape, focusing on regulatory frameworks, tax obligations, compliance challenges, and the evolving needs of financial advisors. Recent discussions have included insights into government policies, industry conferences, and the digital transformation within the SMSF sector. Unique aspects include expert guest contributions from influential figures in finance and law, which provide listeners with in-depth knowledge on pertinent SMSF regulations and strategies for effectively managing funds amidst changing environments. This podcast is particularly relevant for financial advisors, accountants, and legal professionals engaged in superannuation and investment s... more

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How many listeners does The SMSF Adviser Show get?

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

To see how many followers or subscribers The SMSF Adviser Show has on Spotify and other platforms such as Castbox and Podcast Addict, simply upgrade your account. You'll also find viewership figures for their YouTube channel if they have one.

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. The Property Couch
3. Australian Property Podcast
4. Australian Retirement Podcast
5. Retire Right

How many episodes of The SMSF Adviser Show are there?

The SMSF Adviser Show launched 6 years ago and published 174 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

How do I contact The SMSF Adviser Show?

Our systems regularly scour the web to find email addresses and social media links for this podcast. We scanned the web and collated all of the contact information that we could find in our podcast database. But in the unlikely event that you can't find what you're looking for, our concierge service lets you request our research team to source better contacts for you.

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What guests have appeared on The SMSF Adviser Show?

Recent guests on The SMSF Adviser Show include:

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

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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