Do you wind up more SMSFs that you open? So does everyone else apparently, so who is opening SMSFs then?

In this episode Jordan and Nathan open SMSF discussions with little regard for recourse, discussing

• The CSLR Treasury paper and it's comment on SMSF inclusion
• The recent changes to residential LRBAs
• Accountant exemptions
• Working with vulnerable clients who have SMSF

Served piping hot like a pot of herbal tea, this ep is also full of sidebars and distraction.

You can now get CPD points for listening to two knuckleheads (and guests!) wax lyrical about financial advice for an hour at a time.

CPD For this Episode: https://quiz.ensombl.com/NATH-26070921-34210001

Thanks again to the team at CPD Check for letting us publish our episodes using their AI-CPD certifying engine. Check out Clayton's episode on the pod for more info.

Nathan:

advice@nathanfradley.com.au

www.nathanfradley.com.au

Jordan:

jordan@planningsolo.com.au

www.planningsolo.com.au

LinkedIn:

Challenge the Standard in Financial Advice (Podcast): Overview | LinkedIn

The information contained in this podcast is general in nature and does not take into account your personal situation. You should consider whether the information is appropriate to your needs, and where appropriate, seek professional advice from a financial adviser.

Jordan and Nathan are both authorised representatives of PlanningSolo Licensing, AFS Licence 526143.