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.
Listen at home, in the car, or on your commute to guarantee you’re ahead of the game on all things SMSF.
The beginning of the year is always an excellent opportunity to draw up a bit of a roadmap and help us explore the world of SMSFs. We have Nicholas Ali to discuss what key themes SMSF trustees and members should bear in mind for 2022.
In this final episode for 2021, learn what is defined as a gift and how much a fund can receive as a gift with SMSF Expert Graeme Colley. Afterall, it could be the perfect present for the person in your life who already has everything!
There has been great uncertainty around indexation recently and we've seen this affect SMSFs through increased contribution limits and transfer balance caps. SMSF expert Philip La Greca to explore what exactly this means for you.
With new Director ID requirements now in place, Jess speaks to SMSF experts Anthony and Daniel to explore what this means for directors of corporate trustees.
With a new wave of technology revolutionising the superannuation industry, in this episode our resident tech guru, CTO Andy Forbes shares the latest technology impacting SMSFs and software providers alike.
Hear tips directly from Accurium’s Head of Education, Mark Ellem, on claiming ECPI as well as an important update on the ECPI red tape reduction measures.
Graeme Colley discusses transferring investments from an SMSF to satisfy super benefits and the intricacies involved.
SMSF expert, Philip La Greca discusses how a corporate trustee structure works, the benefits of a corporate trustee and how it might suit your needs and what is required to both setup and change to a corporate trustee.
SuperStream changes come in to effect on 1 October 2021 but what does that mean practically for you? Senior SMSF Technical Specialist, Anthony Cullen, discuss what you need to know and do to adhere to these new requirements.
AMP Capital’s Chief Economist, Dr Shane Oliver, shares an outlook for the property market in Australia’s major cities and SMSF specialist, Graeme Colley.
Geoff Rooney, Audit and Assurance Partner from BDO Australia joins us to discuss the importance of an SMSF audit and auditor independence.
Nicholas Ali, Executive Manager SMSF Technical Support at SuperConcepts discusses how you can provide certainty for beneficiaries and ensure the stability of an SMSF with succession planning.
Take a deep dive into how to prepare an SMSF for the new financial year with Graeme Colley, Executive Manager SMSF Technical and Private Wealth at SuperConcepts.
Join Anthony Cullen and Phil La Greca as they deep dive into 2021 Budget and impact to SMSFs.
SuperConcepts recently presented at the biggest industry event of the year, the SMSFA National Conference. Our experts Anthony and Nick break down all of the topics and issues discussed for yo
It is going to be a big year for SMSFs with a number of legislative and budget measures still to be determined in Federal Parliament. Philip La Greca and Graeme Colley explore these changes and what effect they may have.
We've selected the top 4 questions put forward to our tech team at our Oct SMSFPD Digital Day. Covering questions on fund performance, divorce, LPR & contributions, the team provides clarity on the issues & the practical impacts on clients. Missed the PD? Register here
SMSF experts Anthony Cullen and Philip La Greca discuss investment strategies, in particular justifying investment choices and recording them within a strategy, also looking at the key considerations before putting one together.
Listen to Nicholas Ali and Graeme Colley discuss the top 6 advantages and disadvantages of having an SMSF. Providing personal lessons and reasons for having one.
In this episode Nicholas Ali and Graeme Colley discuss SMSF Audits with reference to our 14-point checklist to get you on your way.
One of the most frequent and important SMSF questions, which trustee structure should I have? In this episode Philip La Greca and Nicholas Ali answer this question looking at everything you should consider.
In this episode Graeme Colley and Anthony Cullen discuss the changes to super contributions which came about, following the parliament announcement made in the 2019/2020 federal budget.
In this episode Philip La Greca and Nicholas Ali discuss what to look out for in your compulsory tax return audit, following a number of changes this year.
In this episode Philip La Greca and Nicholas Ali discuss how the robustness of SMSF investments and the investment strategy that underpins them are being tested.
In this episode we discuss the changes to superannuation that have occurred as a result of COVID 19.
In this episode we discuss legislation changes, following an update from the SMSF Association National Conference.
Based on a recent blog, we discuss how some people benefit while others might not.
In this episode we discuss all things related to calculating TSB and a new opportunity to utilise.
Join us as we embark on a new and most exciting SMSF adventure.
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.
