The SMSF Adviser Show

In this episode of the SMSF Show, host Maja Garaca Djurdjevic is joined by shadow treasurer Angus Taylor to discuss the current state of the financial advice sector, the economy, the housing affordability crisis and more. Taylor, a key figure in the opposition, shared his views on a range of issues from the government’s handling of the Quality of Advice Review (QAR) to the challenges facing the Australian economy, including productivity, while also emphasising the principle that superannuation is Australians’ money, not the government’s. The shadow treasurer shares his belief that the answer to most problems is less government intervention and not more. “I’m a big believer in getting government out of the way as much as you can,” Taylor says. Touching on Labor’s perceived regulatory overreach, specifically in financial services, Taylor says: “The commitment on our side … is to recognise that there has been regulatory overreach, that we have got a whole group of Australians now that are under-advised, underinsured and underbanked, and that we’ve got to have more accessible financial services and advice if Australians are to have the prosperity they deserve.” Tune in to hear him speak about:

In this episode of the SMSF Adviser Show, host Keith Ford is joined by Michael Wilczynski, co-owner of SMSF Property Valuations, to discuss the ins and outs of getting a property valuation that SMSF members can rely on. Wilczynski explains why this process is vital, especially given the complexities involved in valuing unique properties or those with limited comparable market sales, and how his firm ensures properties are evaluated correctly. Listen as they discuss:

In this episode of the SMSF Adviser Show, host Keith Ford is joined by Eleece Quilliam, Client Development Manager at Macquarie’s Banking and Financial Services group, to discuss the key learnings for advisers from the Macquarie Virtual Adviser Network Global Innovation Program. Quilliam shares insights and practical recommendations from some of the most innovative firms in the US financial services and technology industries that advisers can easily implement in their own businesses. Listen as they discuss: The Macquarie Virtual Adviser Network (VAN) is provided by Macquarie Bank Limited ABN 46 008 583 542, AFSL 237502 (‘Macquarie’). This podcast does not take into account your objectives, financial situation or needs. You should consider if it is appropriate for you before making a decision, and obtain financial, legal and taxation advice.

In this episode of the SMSF Adviser Show, host Keith Ford is joined by Stuart Wilton, co-head – unlisted funds at Centuria, to discuss commercial property investments. Wilton explains the benefits of including commercial property investments within an SMSF portfolio, as well as some of the barriers that need to be considered when investing in the asset class. Listen as they discuss:

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:

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:

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: 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 two, Scott Hay-Bartlem, chair of the SMSF Association and a partner at Cooper Grace Ward, joins to discuss the importance of bringing together the SMSF community. Katie Timms, director, SMSF services at RSM Australia, also joins the show to talk about the issues surrounding farming assets within an SMSF, such as the risks around non-arm’s length transactions and the nuances specific to farmland. Finally, Julie Dolan, partner and head of SMSFs and estate planning at KPMG, covers how to navigate the intricacies of SMSF management upon a member’s death, including some of the pitfalls that need to be avoided.

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:

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:

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:

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:

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:

In this episode of the SMSF Adviser Show, hosts Keith Ford and Aaron Dunn discuss the possible pathway for advisers to enter the industry through super funds and progressing from limited advice to fully licensed advisers. On the back of Financial Services Minister Stephen Jones floating the idea that non-relevant providers working in super funds could help increase adviser numbers, the pair look at the possible impacts for SMSFs and whether it could lay a foundation for future SMSF advisers. Listen as they discuss:

Following the Women in Finance Summit and Awards 2023, we’re catching up with some of the leading women in the financial services space. In this episode, we chat to Rebecca Warren, executive general manager of small-business banking at CommBank, about how she navigated a historically male-dominated industry over her 20-year career and why she believes inclusion and diversity are not just morally imperative, but key to achieving superior business results. Tune in to find out: Why she loves commercial finance. The secret power of ‘quiet achievers’. How CommBank is creating a more inclusive and supportive work culture. And much more!

Following the Women in Finance Summit and Awards 2023, we’re catching up with some of the leading women in the financial services space. In this episode, we chat to Suzanne Wood, state general manager residential broker Victoria/Tasmania at Westpac Group (and state chair of the Women of Westpac employee advocacy group), about how she climbed the career ladder in banking and the power of having strong female role models. Tune in to find out: And much more!

In this episode of the SMSF Adviser Show, hosts Keith Ford and Aaron Dunn are joined by Peter Burgess, chief executive officer at the SMSF Association, to break down the regulatory landscape for SMSFs. Mr Burgess explains the SMSF Association’s position on division 296 – the government’s proposed $3 million super tax – including where the major issues lie as well as alternative methods if the government moves ahead with the reforms. Listen as they discuss:

Ahead of the Women in Finance Summit and Awards 2023, we’re catching up with some of the leading women in the financial services space. In this episode, we chat to Anjali Crossette, manager of motor operations at non-bank lender Liberty, about breaking barriers and misconceptions about car finance and why she believes the industry needs to showcase gender diversity across every rung of the career ladder. Tune in to find out: Why the finance industry is an attractive industry to work in for women. The progress being made in gender diversity in car finance. How Liberty is leading the way by example. And much more!

In this episode of the SMSF Adviser Show, host Keith Ford is joined by Andrew McVeigh, managing partner at Remara, to discuss private credit. Mr McVeigh explains the ins and outs of private credit, including what SMSF members need to know and how the asset class can bring value to a member’s portfolio. Listen as they discuss: The different types of private debt that are available.How SMSF members can access the alternative asset class.