The SMSF Adviser Show

Prime Creative Media
  • 4.5 (8)
  • Investing
  • Updated Fortnightly

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.

  1. 1 day ago

    SMSF Adviser Show – Bluestone Property investment and the way forward

    Changes to the borrowing regulations for SMSFs have seen many trustees and advisers rethinking their investment strategies. In this special episode of the SMSF Adviser Show, host Olivia Grace-Curran speaks with Richard Chesworth from Bluestone Home Loans about what the changes mean for SMSFs, and opportunities that now exist in the market for SMSFs still looking towards property as a wealth building vehicle. In this special edition of the SMSF Adviser Show podcast Olivia Grace-Curran and Richard Chesworth, Head of Specialised Distribution at Bluestone Home Loans, discuss the recent regulatory developments in property investment, including changes affecting residential property borrowing through limited recourse borrowing arrangements. The changes have raised questions for trustees and advisers about the future of SMSF property investment, where opportunities may now lie, and the role that specialist lenders will play going forward. Listen as they discuss Where the industry now finds itself in regard to borrowing following the regulatory and tax changes The shift in how SMSFs now approach property investment Risks that may exist in the SMSF lending market following the changes What trustees and advisers need to understand about the current SMSF borrowing environment Opportunities that exist for SMSFs in commercial property investment The broader market impacts that could flow from reduced participation from SMSF investors The key differences between specialist SMSF lending and traditional residential lending

  2. 4 days ago

    Audits, AI and everything in between

    In this episode of the SMSF Adviser Show podcast, hosts Keeli Cambourne and Aaron Dunn, CEO of Smarter SMSF, are joined by Jo Hurley, Head of Technical at ASF Audits, to look into what is happening in the audit space. Following the SMSF Association Audit day and information from the ATO, this episode delves into the challenges now facing the SMSF audit sector in light of regulatory changes, and what to expect going forward. Listen as they discuss Market valuations as their increasing importance Auditor education and expectations ATO compliance and focus AI and the challenges facing the sector

  3. 1 Sept

    The learning curve of the SMSF trustee education reforms

    In this episode of the SMSF Adviser Show podcast hosts Keeli Cambourne and Aaron Dunn from Smarter SMSF, talk with Natasha Panagis, senior SMSF specialist for Heffron, to unpack the reforms announced last month in regard to SMSF trustee education, investment strategies and what it will mean for advisers going forward. Listen as they discuss: Mandatory education for new SMSF trustees What it may look like and how it will be assessed Investment strategy documentation Challenges facing advisers and trustees moving forward

  4. 18 Aug

    Advice reforms and trust issues hit the sector again

    Advice reforms are at the top of the agenda as the sector tries to navigate the fallout of First Guardian and Shield. In this week's episode of the SMSF Adviser podcast, hosts Keeli Cambourne and Aaron Dunn from Smarter SMSF, consider what may be on the card following the announcement from Financial Service Minister, Daniel Mulino. Peter Crump from BDO joins the show to unpack the challenges and nuances of exiting an SMSF after family/business breakdown, or incapacity. Listen as they discuss The importance of addressing exit strategies Family dynamics and pressures in estate planning Succession planning for business partnerships and SMSFs How life experience in advice plays a vital role

  5. 30 July

    The past, the present and the future

    In this special episode of the SMSF Adviser Show podcast hosts Keeli Cambourne and Aaron Dunn, CEO of Smarter SMSF, talk with Peter Burgess, CEO of the SMSF Association following his keynote address at the SMSF Association Technical Summit 2026 in Sydney.  Listen as they discuss The changes and ramifications of the legislative changes in the past 12 months The challenges the industry has overcome  The current state of play for the sector Advocacy work done and being done What the future state of play may look like

  6. 14 July

    Div 296 - the starting gun has sounded

    The Division 296 legislation came into force on 1 July 2026 and trustees are now contemplating strategies, or have already put things in place, to ensure they are getting the best out of their funds. In this episode of the SMSF Adviser Show hosts Keeli Cambourne and Aaron Dunn from Smarter SMSF speak with Liam Shorte, director of SONAS Wealth, about what he has seen as an adviser, what challenges he and his clients are facing and what strategies can be put in place. Listen as the discuss: What trustees are doing now Strategies that can be considered now Estate planning issues Looking beyond the numbers and the mental health of trustees

  7. 30 June

    The one-twelfth rule can cause a whole lot of trouble

    It may be the start of a new financial year but it's never too early to start planning how an SMSF pays its pensions. In this episode of the SMSF Adviser Show, hosts Keeli Cambourne and Aaron Dunn from Smarter SMSF are joined by audit expert Shelley Banton from Super Clarity to discuss the importance of compliance in paying minimum pensions and how the 1/12 rule is still very important. Listen as they discuss: Why the 1/12 rule still matters ATO scrutiny in minimum pension payments The importance of documentation and planning What advisers should do now to avoid any issues

  8. 16 June

    Countdown to PayDay Super

    The new PayDay Super rules are imminent and there's only weeks for SMSF trustees and employers to ensure they have put everything in place for the changing rules and regulations. On this episode of the SMSF Adviser podcast, hosts Aaron Dunn and Keeli Cambourne speak with Tony Negline from the Chartered Accountants Australia and New Zealand about the work he's been doing in the lead up and what SMSF trustees need to do to make sure they are compliant. Listen as they discuss: The challenges that employers are facing; The steps SMSF trustees need to take; What can go wrong; What the next few months may look like from a practical perspective

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Ratings & Reviews

4.5
out of 5
8 Ratings

About

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.

Information

  • Creator
    Prime Creative Media
  • Years Active
    2020 - 2026
  • Episodes
    182
  • Rating
    Clean
  • Copyright
    © Prime Creative Media, All Rights Reserved
  • Show Website
    The SMSF Adviser Show

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