Episodios

  • Highlights from the SMSF Association National Conference 2026 – Part 2
    Feb 26 2026

    In the second episode of the SMSF Adviser Show's special SMSF Association National Conference editions, hosts Keith Ford and Aaron Dunn are joined by three more industry experts in Adelaide.

    SMSF Association policy manager Keddie Waller joins the show to break down a range of superannuation reforms that are impacting the SMSF landscape, including the AML/CTF changes that are on the horizon.

    Then Tony Negline from Chartered Accountants ANZ explains why payday super is going to cause a lot more headaches then many professionals expect, as well as what businesses need to do to get ready for the 1 July start date.

    Finally, Dr Evan Morrison from HUB24's Innovation Lab takes us through the ways that artificial intelligence is reshaping professional practice and where the new frontier of agentic AI is heading.

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    1 h y 11 m
  • Highlights from the SMSF Association National Conference 2026 – Part 1
    Feb 23 2026

    In this special 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 Adelaide.

    In part one, SMSF Association chief executive Peter Burgess joins the show to talk about where the SMSF sector is heading, how it's growing, and the major issues impacting professionals.

    Then Class CEO Tim Steele and Financial Services Council CEO Blake Briggs chat about the thought leadership breakfast on the first day of the conference, why many SMSF members are not receiving advice, and how to get more advice to these members.

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    50 m
  • Where to from here? The changes ahead for the SMSF sector
    Feb 4 2026

    There has already been a flurry of activity within the SMSF sector in the first month of the year and keeping on top of all the upcoming changes is set to be a challenge.

    On this episode of the SMSF Adviser podcast hosts Keith Ford and Aaron Dunn look at the key themes shaping the SMSF advice industry from the new draft of the Division 296 legislation, to contribution cap changes, the impact of inflation on superannuation and how the latest RBA rate hike will impact superannuation.

    Listen as they discuss:

    • Impact of Division 296 and contribution cap changes.
    • Inflation and transfer balance cap adjustments.
    • The need for SMSF practitioners to be on top of the reporting of the self-managed fund.
    • Superannuation and the victims of crime bill.
    • The RBA rate decision and future legislative changes.
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    41 m
  • Div 296 draft legislation with Peter Burgess: Fairness, death benefits and CGT
    Jan 21 2026

    In this episode of the SMSF Adviser podcast, hosts Keith Ford and Aaron Dunn dissect the draft Division 296 legislation with SMSF Association CEO Peter Burgess, including the fresh challenges around equity, complexity and "system neutrality" between SMSFs and large APRA funds.

    Breaking down the association's submission to the draft legislation consultation, Burgess stresses that while the sector "won the battle" on unrealised gains, the new fight is ensuring that realised earnings allocated to in‑scope members are fair and transparent, especially given the different calculation methods across fund types.

    Tune in to hear:

    • Why the TSB integrity measure is a red flag for the SMSFA.
    • How the issues that remain in the draft legislation can be fixed.
    • When to expect the bill to enter Parliament.
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    43 m
  • Wrapping up a turbulent 2025 and looking ahead to 2026
    Dec 17 2025

    In this episode of the SMSF Adviser podcast hosts Keith Ford and Aaron Dunn take a look back at the biggest events in the SMSF space for 2025, from the federal election and Division 296 uncertainty to tighter regulatory scrutiny across the sector and the ramifications of pension errors.

    They also break down concerns that the government may look to drag SMSFs into the Compensation Scheme of Last Resort, including how exactly it could be achieved and whether it makes any sense at all.

    Listen as they discuss

    • How the Div 296 changes are setting up a Groundhog Day for EOFY
    • Whether new draft legislation will actually be seen before Christmas
    • Where SMSFs are heading in 2026
    • How the CSLR could impact the SMSF sector
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    52 m
  • The ongoing saga of Div 296
    Dec 4 2025

    In this episode of the SMSF Adviser podcast hosts Keith Ford and Aaron Dunn unpack the unresolved details of Division 296, including how the shift to taxing realised gains may affect high-balance SMSF members, particularly in the year of death. They discuss why "hold-until-you-die" strategies are unlikely to be practical due to pension and liquidity pressures.

    They also delve into the government's new Digital Assets Framework Bill, which brings crypto platforms into the AFSL regime to improve consumer protection – an important shift given SMSFs' strong involvement in digital assets.

    Listen as they discuss:

    • Div 296 uncertainty and end-of-year legislative timing
    • Strategy concerns for high-balance SMSF members
    • Financial abuse risk within SMSFs
    • Role of advisers and practical vigilance
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    31 m
  • Why SMSFs are embracing digital assets, with Tim Wilks
    Nov 21 2025

    In this episode of the SMSF Adviser Show, CoinSpot chief business development officer Tim Wilks joins host Keith Ford to break down the rapid rise of digital asset investing within the SMSF sector – and why trustees are increasingly looking to crypto as part of a broader diversification strategy.

    Wilks explains how institutional adoption, regulatory progress and improved compliance frameworks have helped shift perceptions of cryptocurrency from a speculative punt to a legitimate high-growth asset class.

    Tune in to hear:

    • Why SMSFs are increasingly allocating to cryptocurrencies and other digital assets.
    • How to practically work with SMSF clients in the digital asset space.
    • Why advisers who skill up early on crypto will be better positioned to attract and retain clients as demand accelerates.
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    50 m
  • Unpacking some of the lessons learned at the SMSF Adviser technical strategy days
    Nov 6 2025

    In this special episode of the SMSF Adviser Show, hosts Keith Ford and Aaron Dunn are joined by Liam Shorte, managing director of SONAS Wealth, and Phil Broderick, principal at Sladen Legal, at the SMSF Technical Strategy Day in Sydney.

    Shorte joins the show to discuss the evolving world of contribution and why it's important to understand the contribution rules and caps to ensure planning decisions remain sound regardless of the final policy settings.

    Listen as Broderick unpacks a range of estate planning issues he covered in his session at the strategy day, including how some recent case law should impact the way SMSF professionals consider death benefit nominations.

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    46 m