In this episode of the SMSF Adviser Show, hosts Keith Ford and Aaron Dunn are joined by SMSF Association CEO Peter Burgess and Adelaide University's Dr George Mihaylov to break down new research that compares the performance of SMSFs to that of APRA funds.

By applying the same methodology used for APRA funds to a dataset covering more than 400,000 SMSFs, the study delivers a more accurate, "apples with apples" view of sector performance, underscoring the role of advice and diversification in outcomes.

Tune in to hear:

• How investment performance of SMSFs and APRA funds stack up.
• Why there is a much larger variance in performance among SMSFs.
• The benefits that advisers are able to deliver, particularly for low-performing funds.

In this episode of the SMSF Adviser Show, hosts Keith Ford and Aaron Dunn sit down with Andrew Inwood, global CEO of CoreData, to explore how SMSFs are evolving and the structural shift from accumulation to decumulation.

Inwood explains that SMSFs are moving into a "next wave" of growth and maturity, with technology, changing member expectations, and an enormous looming intergenerational wealth transfer all reshaping the sector.

Tune in to hear:

• Why younger, wealthier cohorts are increasingly starting SMSFs.
• The central role SMSFs will play in how capital is managed and deployed.
• Why the industry needs to articulate a clear, positive narrative about SMSFs' role in delivering better retirement and intergenerational outcomes.

In this episode of the SMSF Adviser Show, host Keith Ford is joined by Robert Talevski, CEO of Webull Securities Australia, to explore how technology and global markets are reshaping advice and SMSF investing.

Talevski argues that if trustees and advisers go to the effort of running a self‑managed fund, they should be thinking beyond simple passive exposures, while still respecting client risk profiles, retirement horizons and the extra admin burden inside super.

Tune in to hear:

• Why the bigger opportunity may sit with companies using AI rather than building it.
• How ETF use is evolving toward active, thematic and outcome‑focused products.
• The value of advisers looking offshore for opportunities and global diversification.