The SMSF Adviser Show

Part 2: Highlights from the SMSF Association National Conference 2025


Listen Later

In this special two-part episode of the SMSF Adviser Show, hosts Keith Ford and Aaron Dunn are joined by a selection of prominent industry members at the SMSF Association National Conference. In part two, Tracey Scotchbrook, head of policy and advocacy at the SMSF Association, joins to break down the major regulatory issues impacting the sector, including the ongoing confusion around how to apply wholesale investor thresholds for SMSFs. Ben Marshan, director at Marshan Consulting, also joins the show to talk about the importance of financial advisers staying ahead of regulatory shifts to ensure they are prepared for the future, rather than waiting for long-gestating reforms to take place before streamlining their practice. Finally, Peter Crump, senior consultant at BDO, covers the importance of an exit plan for SMSF members and the considerations that can maximise client outcomes when it comes time to wind up a fund.
...more
View all episodesView all episodes
Download on the App Store

The SMSF Adviser ShowBy Prime Creative Media


More shows like The SMSF Adviser Show

View all
The Money Puzzle by The Australian

The Money Puzzle

45 Listeners

The Diary Of A CEO with Steven Bartlett by DOAC

The Diary Of A CEO with Steven Bartlett

8,775 Listeners

Investopoly by Stuart Wemyss

Investopoly

16 Listeners

Equity Mates Investing Podcast by Equity Mates Media

Equity Mates Investing Podcast

61 Listeners

Small Firm, Big Impact by Chartered Accountants ANZ

Small Firm, Big Impact

0 Listeners

The Money Café with Alan Kohler by Intelligent Investor

The Money Café with Alan Kohler

31 Listeners

Chanticleer by Australian Financial Review

Chanticleer

20 Listeners

The Fin by Australian Financial Review

The Fin

25 Listeners