『The SMSF Adviser Show』のカバーアート

The SMSF Adviser Show

The SMSF Adviser Show

著者: Prime Creative Media
無料で聴く

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.Prime Creative Media, All Rights Reserved 個人ファイナンス 経済学
エピソード
  • Budget 2026 - the story is only just beginning
    2026/05/19

    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 is joined by co-host Aaron Dunn from Smarter SMSF to unpack what the proposed tax reforms mean for SMSFs.

    Listen as they discuss

    • Negative gearing and borrowing
    • CGT changes and investment structure
    • How trusts and estate planning may be affected
    • What should trustees and advisers be considering going forward
    続きを読む 一部表示
    40 分
  • Why advisers need to move beyond just note-taking with AI
    2026/05/06

    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 adviser capacity, manage SMSF complexity, lift compliance standards, and improve client experience, while also allowing advisers to consolidate their tech stack and avoid the tedious admin tasks.

    Tune in to hear:

    • How AI tools have evolved already to handle a wider range of tasks.
    • What kind of efficiency gains the early adopters are experiencing.
    • Where the future of AI in financial advice practices is heading.
    続きを読む 一部表示
    1 時間 10 分
  • What's next for the SMSF sector?
    2026/04/23

    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 break down how the proposed financial adviser education reforms could create a more flexible pathway and grow the number of advisers in the profession, and take a look at how bankruptcy is being treated for SMSF trustees.

    Tune in to hear:

    • Whether the introduction of Div 296 will drive SMSF wind-ups or if any change will be a drop in the bucket.
    • How the proposed changes to education standards could improve access to SMSF advice.
    • Why the Federal Court might allow an SMSF trustee to stay on despite bankruptcy.
    続きを読む 一部表示
    34 分
adbl_web_anon_alc_button_suppression_c
まだレビューはありません