In this episode of the SMSF Adviser Show, host Keith Ford is joined by Arthur Naoumidis, CEO of the Aligned Disability Property Fund, to discuss investing in NDIS housing. Naoumidis explains why the NDIS provides rent subsidies for disabled Australians and how SMSF members can invest to generate competitive returns and provide a social good.

Listen as they discuss:

• Where investors have been focusing since the inception of the NDIS.
• Why providing more housing for Australians with disabilities in metro areas is important.
• How to invest while mitigating the risks associated with investing in specialised accommodation.

In this episode of the SMSF Adviser Show, host Keith Ford is joined by Yianni Socratous, general manager of Granite Home Loans, to discuss property investment through an SMSF. Socratous explains the different ways that SMSF members can invest in property and what to consider when developing a strategy that fits the specific goals and circumstances of each investor. Listen as they discuss:

• How self-employed business owners can invest in commercial property through their SMSF.
• Investing without a large deposit to avoid impacting cash flow.
• How to utilise an offset account in tandem with an LRBA.

There are so many amazingly successful women in the finance industry, but only a small number have a strong brand and online presence in this traditionally male-dominated industry.    As we celebrate International Women’s Day, we want to help more women raise their profile and showcase the incredible professionals in this space.   In this episode, partnered by Mortgage Choice (part of the REA Group), we’re picking the brain of its executive manager, corporate communications, events & franchise marketing, Sally Chadwick, to find out:

• How to build a brand presence. 
• The benefits of having a strong brand presence.
• Top tips to help you get started today.

And much more!

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 one, Justin Micale, assistant commissioner, self managed super funds risk and strategy at the ATO, joins to discuss the Tax Office’s illegal early access estimates that were announced at the conference, as well as the importance of regulators having a presence at industry events. Meg Heffron, managing director of Heffron, and Tim Steele, chief executive officer at Class, also join the show to talk about the thought leadership breakfast on the first day of the conference and its theme of holding up a mirror to the SMSF sector.

In this episode of the SMSF Adviser Show, hosts Keith Ford and Aaron Dunn are joined by Matthew Burgess, director of View Legal, to discuss the broader importance of trusts. Mr Burgess explains why, despite their perception as vehicle for the wealthy to minimise tax, trusts are a cornerstone of financial planning, providing flexibility, asset protection, and succession planning benefits that outweigh tax considerations.

Listen as they discuss:

• The government’s stance on trusts and concerns that changes are on the way.
• How the $3 million super tax changes will impact the attractiveness of these structures.
• The importance of compliance when dealing with trusts.

In this episode of the SMSF Adviser Show, hosts Keith Ford and Aaron Dunn are joined by Shelley Banton, head of education at ASF Audits, to discuss the issues impacting SMSF auditors. Ms Banton explains why the class action raised against auditors involved in the Melissa Caddick case should not be seen as a black mark against all within the sector, as well as what auditors should be doing to ensure they don’t find themselves in a similar situation.

Listen as they discuss:

• Challenges ahead for SMSF auditors.
• Why the $3 million super tax changes will put greater emphasis on market valuations.
• The ongoing importance of documentation for auditors.

In this episode of the SMSF Adviser Show, hosts Keith Ford and Aaron Dunn are joined by Daniel Butler, director of DBA Lawyers, to discuss the state of play regarding non-arm’s length expenses and income (NALE/I) as we move into 2024.

Mr Butler explains why the legislation continues to be a contentious issue, including where the problems lie, what to expect once it’s finalised, and how it will impact the SMSF sector.

Listen as they discuss:

• The state of limbo the SMSF sector has been stuck in for five years.
• How the proposed changes fall short of expectations and do not fully address the complexities and potential unfairness of the current system.
• The way that innocent and inadvertent oversights can result in major penalties for trustees.

In this episode of the SMSF Adviser Show, hosts Keith Ford and Aaron Dunn get out their crystal balls and take a look at what 2024 has in store for the SMSF sector. On the back of a busy year for SMSF professionals that included a host of changes across a wide range of areas, the expectation is for more of the same as consultations and proposed government changes start being solidified. Listen as they discuss:

• How the Retirement Income Covenant will impact the SMSF sector.
• The stage three tax cuts and upcoming federal budget.
• What to expect in the wake of the government’s final Quality of Advice Review announcement.

In this episode of the SMSF Adviser Show, hosts Keith Ford and Aaron Dunn reflect on the major issues and changes in the SMSF sector throughout 2023, including regulatory measures that have been finalised and more that were announced.

This year was a big year for SMSF professionals as the government announced shake-ups in a number of areas, with the major talking points including the $3 million super tax, the objective of super, resolution of the NALE/I measures, and much more.

Listen as they discuss:

• How the SMSF sector was impacted by the biggest events of 2023.
• The key areas covered on the SMSF Adviser Show over the last 30 episodes.
• The top stories, strategy, and podcasts throughout the year.