Dec 13, 2023
In this episode of the SMSF Adviser Show, hosts Keith Ford and
Aaron Dunn reflect on the major issues and changes in the SMSF
sector throughout 2023, including regulatory measures that have
been finalised and more that were announced.
This year was a big year for SMSF professionals as the government announced shake-ups...
Nov 29, 2023
In this episode of the SMSF Adviser Show, hosts Keith Ford and
Aaron Dunn discuss the possible pathway for advisers to enter the
industry through super funds and progressing from limited advice to
fully licensed advisers.
On the back of Financial Services Minister Stephen Jones floating
the idea that non-relevant...
Nov 23, 2023
Following the Women in Finance Summit and Awards 2023,
we’re catching up with some of the leading women in the financial
services space.
In this episode, we chat to Rebecca Warren, executive general
manager of small-business banking at CommBank, about how she
navigated a historically male-dominated industry over her...
Nov 17, 2023
Following the Women in Finance Summit and Awards 2023, we’re catching up with some of the leading women in the financial services space.
In this episode, we chat to Suzanne Wood, state general manager residential broker Victoria/Tasmania at Westpac Group (and state chair of the Women of Westpac employee...
Nov 15, 2023
In this episode of the SMSF Adviser Show, hosts Keith Ford and
Aaron Dunn are joined by Peter Burgess, chief executive officer at
the SMSF Association, to break down the regulatory landscape for
SMSFs.
Mr Burgess explains the SMSF Association’s position on division 296
– the government’s proposed $3 million super...