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The SMSF Adviser Show

Sep 25, 2024

In this episode of the SMSF Adviser Show, hosts Keith Ford and Aaron Dunn are joined by Tim Steele, general manager at Class, to dig down on the information that came out of the annual Class Annual Benchmark Report.

The report is an annual snapshot from a macro standpoint of how the SMSF sector is developing, using...


Sep 11, 2024

In this episode of the SMSF Adviser Show, hosts Keith Ford and Aaron Dunn are joined by Peter Johnson, director of Advisers Digest, to give a sneak peek at his upcoming session at the SMSF Adviser Technical Strategy Day and why it’s vital to understand the evolving needs of older clients.
 
Johnson explains some of...


Sep 4, 2024

In this episode of the SMSF Adviser Show, hosts Keith Ford and Aaron Dunn are joined by Matthew Burgess, director of View Legal, to take a look at some of the estate planning considerations that SMSF professionals need to keep top of mind.
 
Burgess explains why the outcomes of a number of recent court cases hold...