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Best podcast for SMSF knowledge & trends

SMSF Adventures delivers the most important trends and developments shaping the SMSF sector straight to your favourite podcast app every fortnight.

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SMSF Adventures Season 2

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.

Season 2 Episode 20
SMSF Association National Conference highlights


After a few long years of virtual interaction, it was great to resume face-to-face networking last month at the 2022 SMSF Association National Conference in Adelaide.

Season 2 Episode 19
SMSF software - Is it really worth it?

As consumers, we are innately aware of the art of upselling – it is everywhere, and, unfortunately, the financial services industry is not immune to the frills that naturally come with commerce.

Season 2 Episode 18
The current global crisis and SMSFs with Shane Oliver

The current economic climate is one of instability and, unsurprisingly, we’re seeing a downturn in the financial market. With the ongoing pandemic, flooding in the north of Australia, and the devastating crisis unfolding in Europe, will superannuation take a hit and can we expect to see retirement savings erode?

Season 2 Episode 17
The impact of Federal Budget measures on super

Several measures around superannuation and retirement were announced in the May 2021 Federal Budget, with the majority taking effect from 1 July 2022. Whilst most of these adjustments are to existing measures, it’s important to know-how, or if, they impact you when they come into effect.

Season 2 Episode 16
Increasing your SMSF administration efficiencies

SMSFs come with a range of administrative requirements so, it’s not uncommon to find yourself buried under administrative paperwork as lodgment deadlines approach.

Season 2 Episode 15
SMSF Trust Deeds - Set and forget?

A Trust Deed – it is the one thing every SMSF has in common and one of the first considerations when establishing a fund. Given that it is essentially a roadmap for the fund, governing how it is set up and operates, it’s surprising that many consider it a set-and-forget document.

Season 2 Episode 14
Do I need a professional for my SMSF?

SMSFs are a great way to gain flexibility and control over your retirement however, it's a big responsibility, takes a lot of time and comes with the complexities of compliance regulations. But, do you really need the help of a professional to maintain your SMSF? 

Season 3 Episode 13
The 2022 outlook for SMSFs – What’s in store?

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.

Season 2 Episode 12
Can an SMSF receive gifts at Christmas?

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! 

Season 2 Episode 11
How does indexation affect superannuation?

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.

Season 2 Episode 10
Director ID Changes - What you need to know

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.

Season 2 Episode 9
The evolving FinTech space

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.

Season 2 Episode 8
ECPI - tips from an actuary

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. 

Season 2 Episode 7
Shifting investments out of super

Graeme Colley discusses transferring investments from an SMSF to satisfy super benefits and the intricacies involved. 

Season 2 Episode 6
SMSF structures - The benefits of a corporate trustee

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.

Season 2 Episode 5
SuperStream - roll in, roll out and roll up

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.

Season 2 Episode 4
The property outlook with Shane Oliver

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.

Season 2 Episode 3
The ins and outs of an SMSF audit with BDO Australia

Geoff Rooney, Audit and Assurance Partner from BDO Australia joins us to discuss the importance of an SMSF audit and auditor independence.

Season 2 Episode 2
Succession planning and SMSFs

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.

Season 2 Episode 1
SMSF new financial year considerations

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.

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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.