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SMSF Adventures delivers the most important trends and developments shaping the SMSF sector straight to your favourite podcast app every fortnight.
SMSF Adventures with SuperConcepts
Hosted by Jessica Griffith, SMSF Adventures delivers the most important trends and developments shaping the SMSF sector straight to your favourite podcast app every fortnight. It's your must have analysis of SMSF strategy and insights.
Season 3 Episode 1
Hill v Zuda - The impact on SMS documentation
This case ultimately impacts SMSF documentation by looking at whether an SMSF can have a binding death benefit nomination (BDBN) that differs from that prescribed in the superannuation legislation and regulations.
Season 2 Episode 22
EOFY considerations for SMSF trustees
As another financial year draws to a close, there has been much discussion around the impending changes to contribution rules, effective 1 July 2022. But what does this mean for SMSF trustees?
Season 2 Episode 21
What happens to your SMSF when you die?
When it comes to estate planning, superannuation is typically one of the largest assets so it’s important to get it right. Unfortunately, as superannuation savings continue to accumulate, the number of death benefit related disputes in the SMSF space is also increasing.
Any content discussed in this podcast is general information only. It is not intended to take the place of professional advice and you should not take action on specific issues in reliance on this information. In preparing this content, we did not take into account the investment objectives, financial situation, or particular needs of any particular person. Before making an investment decision, you need to consider (with or without the assistance of an adviser) whether this information is appropriate to your needs, objectives and circumstances. You should obtain a copy of the relevant Product Disclosure Statement (PDS) before making a decision to invest in any financial product. Any advice is provided by SMSF Administration Solutions Pty Ltd, ACN 097 695 988, AFSL No. 291195 which is part of the AMP group of companies.