8 episodes

The SMSF Adviser Show features insights from the leading experts in the SMSF industry and explores the biggest themes shaping the SMSF landscape today. Join us as we dive into the latest headlines and developments in the industry.

The SMSF Adviser Show Momentum Media

    • Business
    • 5.0 • 1 Rating

The SMSF Adviser Show features insights from the leading experts in the SMSF industry and explores the biggest themes shaping the SMSF landscape today. Join us as we dive into the latest headlines and developments in the industry.

    Revealing the true costs of SMSFs

    Revealing the true costs of SMSFs

    As part of SMSF week, the SMSF Association and Rice Warner have released comprehensive research investigating the operating costs of SMSFs and how they compare with APRA-regulated funds.
    SMSF Association deputy chief executive Peter Burgess explains to hosts Aaron Dunn and Miranda Brownlee what some of the key findings of the research are and what they mean for the provision of advice on SMSFs and superannuation in general.
    Aaron and Miranda also discuss some of the key developments this month, including ASIC’s consultation on the impediments facing advisers providing scaled advice and the release of the Retirement Income Review. 

    • 31 min
    Key takeaways from the SMSF Adviser Masterclass event

    Key takeaways from the SMSF Adviser Masterclass event

    Hosts Aaron Dunn and Miranda Brownlee delve into some of the key insights shared during the SMSF Adviser Technical Strategy Masterclass.

    They discuss some of the key topics of the event including the proposed requirement to have SMSFs prepare their accounts 45 days before the lodgement deadline and changes to make the relief for electronic execution of documents permanent.

    With many of the presentations also outlining important strategy considerations arising from policy changes and potential legislative changes, they will also touch on what means SMSF professionals need to be thinking about with the advice they provide.

    • 31 min
    Understanding the ATO’s new approach to admin penalties

    Understanding the ATO’s new approach to admin penalties

    In this episode of the SMSF Adviser Show, DBA Lawyers director Daniel Butler talks to hosts Miranda Brownlee and Aaron Dunn about the ATO’s new guidance on administrative penalties in PS LA 2020/3 and what it means for SMSFs.
    Dan shares his insights on what factors the ATO will typically take into account when deciding to remit a penalty, the types of scenarios where penalties can accumulate to significant amounts and how the PS LA will result in a more consistent approach.
    He also stresses the importance of SMSF professionals encouraging SMSF clients to address any compliance issues as early as possible.

    • 38 min
    What the Budget means for SMSFs

    What the Budget means for SMSFs

    With the federal budget now handed down, hosts Miranda Brownlee and Aaron Dunn discuss the measures impacting superannuation, what was missing from the budget this year, and the government’s plans for the SMSF sector in the near future.
    While SMSFs emerged unscathed from the budget this year, they outline why there could still be major changes to superannuation tax and retirement income further on the horizon, with the government yet to respond to the Retirement Income Review.
    They also provide an update on some of the recent announcements from regulators and recent appointments in the industry.

    • 35 min
    An update from the regulator on key independence issues

    An update from the regulator on key independence issues

    In this episode of the SMSF Adviser Show, hosts Miranda Brownlee and Aaron Dunn are joined by ATO director, SMSF auditor portfolio, Kellie Grant to provide an update of what queries the ATO has been receiving in relation to meeting the restructured APES 110 code and APESB Independence Guide.
    Kellie shares the ATO’s views on what arrangements and behaviours are likely to attract the ATO’s attention once the transition period ends, and what firms need to be doing in order to meet the independence standards.
    She also outlines some of the upcoming guidance that the ATO plans to release regarding auditor independence.
    SMSF professionals who have questions for the ATO regarding independence can send their queries to ATOSMSFauditorteam@ato.gov.au.

    • 36 min
    How property valuations are faring through the coronavirus crisis

    How property valuations are faring through the coronavirus crisis

    In this episode of The SMSF Adviser Show, Sarah Kendell is joined by national director - commercial at Acumentis, Paul Robbins, to discuss how asset valuations in the property space are being affected by COVID-19.
    Paul outlines the key compliance considerations for trustees in valuing property assets within their fund, shares some common hurdles experienced through the real estate asset valuing process, and reflects on whether now is a good time for trustees to reevaluate their assets.
    Paul explains what steps Acumentis have taken to adjust to remote working conditions, how the property valuation space is helping trustees to fulfil their compliance obligations, and how Acumentis' product offering effectively addresses the needs of SMSF trustees.

    • 12 min

Customer Reviews

5.0 out of 5
1 Rating

1 Rating

Top Podcasts In Business