• The SMSF Adviser Show

  • 著者: Momentum Media
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The SMSF Adviser Show

著者: Momentum Media
  • サマリー

  • 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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あらすじ・解説

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
エピソード
  • How SMSFs can capitalise on a slowing economy
    2024/11/06

    In this episode of the SMSF Adviser Show, host Keith Ford is joined by Andrew McVeigh, managing partner at Remara, to discuss the changes within investment markets that SMSF professionals and investors should keep an eye on.

    McVeigh explains that Remara has seen the appetite for credit starting to slow, which he said the RBA would consider as it starts to look at potentially cutting rates, while equity markets have been volatile, leading to some good opportunities, some bad opportunities, and a lot of sideways movement.

    Listen as they discuss:

    • The launch of the Remara Opportunistic Development Fund.
    • Limitations on how SMSFs can invest in different asset classes.
    • Navigating the complexities of the current market and utilising funds to reduce risk.
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    46 分
  • Highlights from the SMSF Adviser Technical Strategy Day
    2024/10/23

    In this special episode of the SMSF Adviser Show, hosts Keith Ford and Aaron Dunn are joined by a pair of experts on the floor of the SMSF Adviser Technical Strategy Day to provide insight into some of the complex topics facing SMSF professionals.

    Daniel Butler, director at DBA Lawyers, joins to discuss the changes to non-arm's length income and expense (NALI/E) rules, why there is still so much confusion, and the need to understand the grey area.

    Tim Miller, SMSF technical and education manager at Smarter SMSF, also joins the show to break down the importance of understanding the nuances of different contribution strategies and explain how his contributions matrix can help make things easier.

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    25 分
  • Retirement income covenant – how it can help SMSF trustees navigate retirement
    2024/10/09

    In this episode of the SMSF Adviser Show, hosts Keith Ford and Aaron Dunn are joined by Julie Steed, senior technical services manager at MLC Tech Connect, to discuss how advisers can refer to the retirement income covenant to help their SMSF clients. As the RIC approaches its second year and new guidance is added, it is becoming clear how well-prepared many SMSFs are in regard to retirement products, but there is still more to be done.

    In this podcast the speakers discuss:

    • How advisers can assist clients with their retirement income calculations
    • Understanding retirement products
    • Tax implications for SMSFs in retirement streams
    • Incapacity and death and trustee structure in an SMSF
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    36 分

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