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By Momentum Media
The podcast currently has 128 episodes available.
Listen as they discuss:
Hill explains why SMSF professionals need to have discussions with their clients around incapacity and estate planning so they aren’t caught out when the time comes, particularly when they may not be aware that power of attorney can also come with SMSF trustee responsibilities.
Listen as they discuss:
In this episode of the SMSF Adviser Show, hosts Keith Ford and Aaron Dunn are joined by Craig Day, head of technical services at Colonial First State, to discuss the nuances surrounding invalidity for SMSF trustees and members.
Day breaks down some of the positives and negatives of holding TPD insurance within an SMSF and explains what advisers who may be recommending their clients go down this path need to understand.
Listen as they discuss: • The most pressing considerations around invalidity and SMSFs. • Why it is important to understand the compliance rules related to SMSFs and insurance. • The role of beneficiaries in the context of recent legal challenges relating to spouses and de facto relationships.
In this special budget episode, hosts Keith Ford and Aaron Dunn discuss the flurry of activity happening on the regulatory front – and the noticeable absence of the $3 million super tax from the final two sitting weeks of Parliament.
They discuss what has led to the debate over Division 296 being delayed, including the government’s increasingly precarious position in the Senate, as well as some of the recent changes that will have a more tangible impact in the short term, such as the ATO’s update to its tax ruling on pensions commencing and ceasing.
Listen as they discuss:
In this episode of the SMSF Adviser Show, Adrian Fisher, head of distribution and product at RedZed, joins host Maja Garaca Djurdjevic to discuss why the self-employed lender has launched a new offering for SMSFs.
Fisher explains that SMSFs are a natural fit for small business owners, but they often run into hurdles, with infrequent super contributions scaring off traditional lenders and making it difficult to secure a loan at all, particularly when it comes to property investments.
Listen as they discuss:
In this episode of the SMSF Adviser Show, host Keith Ford is joined by Tracey Scotchbrook, head of policy and advocacy at the SMSF Association, to discuss the intricacies surrounding possible changes to the wholesale investor tests.
Scotchbrook explains the background to the current inquiry into the wholesale thresholds, including how SMSFs find themselves in a grey area between the standard $2.5 million threshold and the $10 million professional investor level, as well as why accountant’s certificates are no longer fit for purpose.
Listen as they discuss:
In this episode of the SMSF Adviser Show, hosts Keith Ford and Aaron Dunn are joined by Tim Miller, SMSF technical and education manager at Smarter SMSF, to discuss some of the contribution considerations advisers need to keep in mind ahead of 30 June.
Miller explains the concept of a ‘contributions matrix’ and how it can help SMSF members consider the future distribution of their superannuation funds, particularly in the context of blended families and estate planning.
Listen as they discuss:
In this special budget episode, hosts Keith Ford, Maja Garaca Djurdjevic, and Aaron Dunn discuss the outlook for financial advice and SMSFs on the back of a budget that revealed little in terms of detail for either sector. They also take a look at some of the measures that were included, as well as why some high-profile topics were left out completely, such as the $3 million super tax being conspicuously absent.
Listen as they discuss:
The podcast currently has 128 episodes available.
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