In this episode of the SMSF Adviser Show, host Keith Ford is joined by Michael Wilczynski, co-owner of SMSF Property Valuations, to discuss the ins and outs of getting a property valuation that SMSF members can rely on. Wilczynski explains why this process is vital, especially given the complexities involved in valuing unique properties or those with limited comparable market sales, and how his firm ensures properties are evaluated correctly. Listen as they discuss: The ins and outs of getting a property properly evaluated. The nuance required to understand specific and unique markets. How re ..read more

In this episode of the SMSF Adviser Show, host Keith Ford is joined by Eleece Quilliam, Client Development Manager at  Macquarie’s Banking and Financial Services group, to discuss the key learnings for advisers from the Macquarie Virtual Adviser Network Global Innovation Program. Quilliam shares insights and practical recommendations from some of the most innovative firms in the US financial services and technology industries that advisers can easily implement in their own businesses. Listen as they discuss: Innovation opportunities such as AI that Australian firms could adopt ..read more

In this episode of the SMSF Adviser Show, host Keith Ford is joined by Stuart Wilton, co-head – unlisted funds at Centuria, to discuss commercial property investments. Wilton explains the benefits of including commercial property investments within an SMSF portfolio, as well as some of the barriers that need to be considered when investing in the asset class. Listen as they discuss: Some of the reasons SMSF investors should consider investing in commercial property rather than residential property. How investing in commercial property can help SMSF investors achieve their ESG goals. The diffe ..read more

In this episode of the SMSF Adviser Show, host Keith Ford is joined by Arthur Naoumidis, CEO of the Aligned Disability Property Fund, to discuss investing in NDIS housing. Naoumidis explains why the NDIS provides rent subsidies for disabled Australians and how SMSF members can invest to generate competitive returns and provide a social good. Listen as they discuss: Where investors have been focusing since the inception of the NDIS. Why providing more housing for Australians with disabilities in metro areas is important. How to invest while mitigating the risks associated with investing in spe ..read more

In this special two-part episode of the SMSF Adviser Show, hosts Keith Ford and Aaron Dunn are joined by a selection of prominent industry members at the SMSF Association National Conference. In part two, Scott Hay-Bartlem, chair of the SMSF Association and a partner at Cooper Grace Ward, joins to discuss the importance of bringing together the SMSF community. Katie Timms, director, SMSF services at RSM Australia, also joins the show to talk about the issues surrounding farming assets within an SMSF, such as the risks around non-arm’s length transactions and the nuances specific to farmland. F ..read more

In this special two-part episode of the SMSF Adviser Show, hosts Keith Ford and Aaron Dunn are joined by a selection of prominent industry members at the SMSF Association National Conference. In part one, Justin Micale, assistant commissioner, self managed super funds risk and strategy at the ATO, joins to discuss the Tax Office’s illegal early access estimates that were announced at the conference, as well as the importance of regulators having a presence at industry events. Meg Heffron, managing director of Heffron, and Tim Steele, chief executive officer at Class, also join the show to talk ..read more

In this episode of the SMSF Adviser Show, hosts Keith Ford and Aaron Dunn are joined by Matthew Burgess, director of View Legal, to discuss the broader importance of trusts. Mr Burgess explains why, despite their perception as vehicle for the wealthy to minimise tax, trusts are a cornerstone of financial planning, providing flexibility, asset protection, and succession planning benefits that outweigh tax considerations. Listen as they discuss: The government’s stance on trusts and concerns that changes are on the way. How the $3 million super tax changes will impact the attractiveness of thes ..read more

In this episode of the SMSF Adviser Show, hosts Keith Ford and Aaron Dunn are joined by Shelley Banton, head of education at ASF Audits, to discuss the issues impacting SMSF auditors. Ms Banton explains why the class action raised against auditors involved in the Melissa Caddick case should not be seen as a black mark against all within the sector, as well as what auditors should be doing to ensure they don’t find themselves in a similar situation. Listen as they discuss: Challenges ahead for SMSF auditors. Why the $3 million super tax changes will put greater emphasis on market valuations. T ..read more

In this episode of the SMSF Adviser Show, hosts Keith Ford and Aaron Dunn are joined by Daniel Butler, director of DBA Lawyers, to discuss the state of play regarding non-arm’s length expenses and income (NALE/I) as we move into 2024. Mr Butler explains why the legislation continues to be a contentious issue, including where the problems lie, what to expect once it’s finalised, and how it will impact the SMSF sector. Listen as they discuss: The state of limbo the SMSF sector has been stuck in for five years. How the proposed changes fall short of expectations and do not fully address the comp ..read more

In this episode of the SMSF Adviser Show, hosts Keith Ford and Aaron Dunn get out their crystal balls and take a look at what 2024 has in store for the SMSF sector. On the back of a busy year for SMSF professionals that included a host of changes across a wide range of areas, the expectation is for more of the same as consultations and proposed government changes start being solidified. Listen as they discuss: How the Retirement Income Covenant will impact the SMSF sector. The stage three tax cuts and upcoming federal budget. What to expect in the wake of the government’s final Quality of Adv ..read more