The SMSF Adviser Show

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Episodes

180

Latest episode

Sep 2026

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About the show

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.

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60 recent

September 1, 202643 min

The learning curve of the SMSF trustee education reforms

In this episode of the SMSF Adviser Show podcast hosts Keeli Cambourne and Aaron Dunn from Smarter SMSF, talk with Natasha Panagis, senior SMSF specialist for Heffron, to unpack the reforms announced last month in regard to SMSF trustee education, investment strategies and what it will mean for advisers going forward. Listen as they discuss: Mandatory education for new SMSF trustees What it may look like and how it will be assessed Investment strategy documentation Challenges facing advisers and trustees moving forward

August 18, 202641 min

Advice reforms and trust issues hit the sector again

Advice reforms are at the top of the agenda as the sector tries to navigate the fallout of First Guardian and Shield. In this week's episode of the SMSF Adviser podcast, hosts Keeli Cambourne and Aaron Dunn from Smarter SMSF, consider what may be on the card following the announcement from Financial Service Minister, Daniel Mulino. Peter Crump from BDO joins the show to unpack the challenges and nuances of exiting an SMSF after family/business breakdown, or incapacity. Listen as they discuss The importance of addressing exit strategies Family dynamics and pressures in estate planning Succession planning for business partnerships and SMSFs How life experience in advice plays a vital role

July 30, 202640 min

The past, the present and the future

In this special episode of the SMSF Adviser Show podcast hosts Keeli Cambourne and Aaron Dunn, CEO of Smarter SMSF, talk with Peter Burgess, CEO of the SMSF Association following his keynote address at the SMSF Association Technical Summit 2026 in Sydney. Listen as they discuss The changes and ramifications of the legislative changes in the past 12 months The challenges the industry has overcome The current state of play for the sector Advocacy work done and being done What the future state of play may look like

July 14, 202640 min

Div 296 - the starting gun has sounded

The Division 296 legislation came into force on 1 July 2026 and trustees are now contemplating strategies, or have already put things in place, to ensure they are getting the best out of their funds. In this episode of the SMSF Adviser Show hosts Keeli Cambourne and Aaron Dunn from Smarter SMSF speak with Liam Shorte, director of SONAS Wealth, about what he has seen as an adviser, what challenges he and his clients are facing and what strategies can be put in place. Listen as the discuss: What trustees are doing now Strategies that can be considered now Estate planning issues Looking beyond the numbers and the mental health of trustees

June 30, 202640 min

The one-twelfth rule can cause a whole lot of trouble

It may be the start of a new financial year but it's never too early to start planning how an SMSF pays its pensions. In this episode of the SMSF Adviser Show, hosts Keeli Cambourne and Aaron Dunn from Smarter SMSF are joined by audit expert Shelley Banton from Super Clarity to discuss the importance of compliance in paying minimum pensions and how the 1/12 rule is still very important. Listen as they discuss: Why the 1/12 rule still matters ATO scrutiny in minimum pension payments The importance of documentation and planning What advisers should do now to avoid any issues

June 16, 202652 min

Countdown to PayDay Super

The new PayDay Super rules are imminent and there's only weeks for SMSF trustees and employers to ensure they have put everything in place for the changing rules and regulations. On this episode of the SMSF Adviser podcast, hosts Aaron Dunn and Keeli Cambourne speak with Tony Negline from the Chartered Accountants Australia and New Zealand about the work he's been doing in the lead up and what SMSF trustees need to do to make sure they are compliant. Listen as they discuss: The challenges that employers are facing; The steps SMSF trustees need to take; What can go wrong; What the next few months may look like from a practical perspective

June 4, 202646 min

Trusts, turmoil and the importance of clarity

While the dust settles on the Government's Budget proposals the financial sector is left in limbo in regard to the way in which trusts will be treated going forward. In this week's episode of the SMSF Adviser Show, Daniel Butler, director of DBA Lawyers speaks with Keeli Cambourne and Aaron Dunn about the concerns from the industry and what it may mean going forward. Listen as they discuss: The importance of the definition of a trust; What impacts the measures may have on estate planning; Franking credits; What trustees and advisers should do in the interim.

May 19, 2026Episode 14739 min

Budget 2026 - the story is only just beginning

With the ink now drying on the Federal budget, it seems what most thought was going to be a quiet night for the super sector has in fact opened the door on a number of new issues and concerns. In this episode of the SMSF Adviser Show, Keeli Cambourne is joined by co-host Aaron Dunn from Smarter SMSF to unpack what the proposed tax reforms mean for SMSFs. Listen as they discuss Negative gearing and borrowing CGT changes and investment structure How trusts and estate planning may be affected What should trustees and advisers be considering going forward

May 6, 20261 hr 10 min

Why advisers need to move beyond just note-taking with AI

In this episode of the SMSF Adviser Show, host Keith Ford is joined by Marloo co-founder Shak Lala to unpack how AI is moving from note-taking to becoming a true AI partner for financial advisers. Shak explains how AI can materially increase adviser capacity, manage SMSF complexity, lift compliance standards, and improve client experience, while also allowing advisers to consolidate their tech stack and avoid the tedious admin tasks. Tune in to hear: How AI tools have evolved already to handle a wider range of tasks. What kind of efficiency gains the early adopters are experiencing. Where the future of AI in financial advice practices is heading.

April 23, 202634 min

What's next for the SMSF sector?

In this episode of the SMSF Adviser Show, hosts Keith Ford and Aaron Dunn explore some of the key developments shaping the SMSF landscape, including whether the Division 296 tax on high ‑ balance members could lead to a spike in wind ‑ ups. They also break down how the proposed financial adviser education reforms could create a more flexible pathway and grow the number of advisers in the profession, and take a look at how bankruptcy is being treated for SMSF trustees. Tune in to hear: Whether the introduction of Div 296 will drive SMSF wind-ups or if any change will be a drop in the bucket. How the proposed changes to education standards could improve access to SMSF advice. Why the Federal Court might allow an SMSF trustee to stay on despite bankruptcy.