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 Keeli Cambourne and Aaron Dunn from Smarter SMSF speak with Liam Shorte, director of SONAS Wealth, about what he has seen as an adviser, what challenges he and his clients are facing and what strategies can be put in place.

Listen as the discuss:

• What trustees are doing now
• Strategies that can be considered now
• Estate planning issues
• Looking beyond the numbers and the mental health of trustees