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
    Más Menos
activate_primeday_promo_in_buybox_DT
Episodios
  • Understanding invalidity and SMSFs
    Jul 24 2024

    In this episode of the SMSF Adviser Show, hosts Keith Ford and Aaron Dunn are joined by Craig Day, head of technical services at Colonial First State, to discuss the nuances surrounding invalidity for SMSF trustees and members.

    Day breaks down some of the positives and negatives of holding TPD insurance within an SMSF and explains what advisers who may be recommending their clients go down this path need to understand.

    Listen as they discuss:
    • The most pressing considerations around invalidity and SMSFs.
    • Why it is important to understand the compliance rules related to SMSFs and insurance.
    • The role of beneficiaries in the context of recent legal challenges relating to spouses and de facto relationships.

    Más Menos
    42 m
  • Regulatory round-up: The changes SMSF professionals need to know
    Jul 10 2024

    In this special budget episode, hosts Keith Ford and Aaron Dunn discuss the flurry of activity happening on the regulatory front – and the noticeable absence of the $3 million super tax from the final two sitting weeks of Parliament.

    They discuss what has led to the debate over Division 296 being delayed, including the government’s increasingly precarious position in the Senate, as well as some of the recent changes that will have a more tangible impact in the short term, such as the ATO’s update to its tax ruling on pensions commencing and ceasing.

    Listen as they discuss:

    • The Senate’s recent report on ASIC and its recommendation to overhaul the way the industry funding model operates.
    • How TR 2013/5 will operate and what SMSFs need to know.
    • The changes to NALI and the impact it will have on SMSF members.
    Más Menos
    37 m
  • 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.
    Más Menos
    48 m

Lo que los oyentes dicen sobre The SMSF Adviser Show

Calificaciones medias de los clientes

Reseñas - Selecciona las pestañas a continuación para cambiar el origen de las reseñas.