The SMSF Adviser Show Momentum Media

In this special budget episode, hosts Keith Ford, Maja Garaca Djurdjevic, and Aaron Dunn discuss the outlook for financial advice and SMSFs on the back of a budget that revealed little in terms of detail for either sector.

They also take a look at some of the measures that were included, as well as why some high-profile topics were left out completely, such as the $3 million super tax being conspicuously absent.
Listen as they discuss:
The need for more structural change within the taxation system to provide a meaningful impact. Why the headline-grabbing inflation predictions could be little more than a mirage. The missed opportunities to make a difference for advisers and clients.

In this episode of the SMSF Adviser Show, host Keith Ford is joined by Andrew McVeigh, managing partner at Remara, to discuss the property market and how the current landscape can impact how an SMSF invests.
McVeigh explains what is happening in the real estate market, the factors affecting it, and the strategies that SMSFs can utilise, as well as why the investors don’t need to be constrained by the traditional buy-and-hold model.
Listen as they discuss:
The importance of diversification and risk management. How SMSFs can utilise property investment funds. Navigating the complexities of the current market with an adaptable approach.

In this episode of the SMSF Adviser Show, hosts Keith Ford and Aaron Dunn are joined by Tony Negline, superannuation and financial services leader at Chartered Accountants ANZ, to discuss some of the alternatives to the $3 million super tax.

Mr Negline explains CA ANZ’s range of position on division 296, detailing a range of alternatives that it has proposed to the government, and whether there is any chance that there will be substantial changed to the current form of the legislation.
Listen as they discuss:
Some of the criticisms of division 296. The likely increase of the transfer balance cap to $2 million. What CA ANZ expects to see from the upcoming federal budget.

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:
The advice profession and the Coalition’s intentions Broader economic challenges The Help to Buy scheme, and more

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:
The ins and outs of getting a property properly evaluated. The nuance required to understand specific and unique markets. How regulatory requirements and non-arm’s length rules impact properties held in an SMSF.

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:
Innovation opportunities such as AI that Australian firms could adopt to scale and grow. Takeaways on the opportunities of intergenerational wealth transfer. What the advice firm of the future will look like 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.