The SMSF Adviser Show  Por  arte de portada

The SMSF Adviser Show

De: Momentum Media
  • Resumen

  • 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.
    Momentum Media, All Rights Reserved
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Episodios
  • Taking a human-centric approach to SMSF lending
    Jun 26 2024

    In this episode of the SMSF Adviser Show, Adrian Fisher, head of distribution and product at RedZed, joins host Maja Garaca Djurdjevic to discuss why the self-employed lender has launched a new offering for SMSFs.

    Fisher explains that SMSFs are a natural fit for small business owners, but they often run into hurdles, with infrequent super contributions scaring off traditional lenders and making it difficult to secure a loan at all, particularly when it comes to property investments.

    Listen as they discuss:

    • Why investing in property through an SMSF can be difficult for the self-employed.
    • The importance of assessing each borrower on their unique circumstances.
    • Filling the gap left by traditional lenders exiting the space.
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    48 m
  • The grey area of wholesale investor thresholds for SMSFs
    Jun 12 2024

    In this episode of the SMSF Adviser Show, host Keith Ford is joined by Tracey Scotchbrook, head of policy and advocacy at the SMSF Association, to discuss the intricacies surrounding possible changes to the wholesale investor tests.

    Scotchbrook explains the background to the current inquiry into the wholesale thresholds, including how SMSFs find themselves in a grey area between the standard $2.5 million threshold and the $10 million professional investor level, as well as why accountant’s certificates are no longer fit for purpose.

    Listen as they discuss:

    • How the stagnating levels have dramatically increased the number of Australians that meet the requirements.
    • The complex regulatory framework surrounding financial services.
    • Concerns around the disparity in regulatory costs between wholesale and retail advisers.
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    51 m
  • End of financial year contribution considerations
    May 29 2024

    In this episode of the SMSF Adviser Show, hosts Keith Ford and Aaron Dunn are joined by Tim Miller, SMSF technical and education manager at Smarter SMSF, to discuss some of the contribution considerations advisers need to keep in mind ahead of 30 June.

    Miller explains the concept of a ‘contributions matrix’ and how it can help SMSF members consider the future distribution of their superannuation funds, particularly in the context of blended families and estate planning.

    Listen as they discuss:

    • How to deal with benefit payments before the end of the financial year.
    • The considerations around different fund assets from a tax perspective.
    • What advisers need to be talking to their SMSF clients about.
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    42 m

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