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| Episode | Date |
|---|---|
|
Trusts, turmoil and the importance of clarity
|
Jun 04, 2026 |
|
Budget 2026 - the story is only just beginning
|
May 19, 2026 |
|
Why advisers need to move beyond just note-taking with AI
|
May 06, 2026 |
|
What's next for the SMSF sector?
|
Apr 23, 2026 |
|
Government's CSLR push and the Div 296 death tax by stealth
|
Apr 09, 2026 |
|
Understanding the performance of SMSFs v APRA funds
|
Mar 26, 2026 |
|
The next phase of SMSFs as behaviour, technology and demographics converge
|
Mar 11, 2026 |
|
AI, global markets and SMSFs: How advisers can find the next wave of opportunities
|
Mar 04, 2026 |
|
Highlights from the SMSF Association National Conference 2026 – Part 2
|
Feb 26, 2026 |
|
Highlights from the SMSF Association National Conference 2026 – Part 1
|
Feb 23, 2026 |
|
Where to from here? The changes ahead for the SMSF sector
|
Feb 04, 2026 |
|
Div 296 draft legislation with Peter Burgess: Fairness, death benefits and CGT
|
Jan 21, 2026 |
|
Wrapping up a turbulent 2025 and looking ahead to 2026
|
Dec 17, 2025 |
|
The ongoing saga of Div 296
|
Dec 04, 2025 |
|
Why SMSFs are embracing digital assets, with Tim Wilks
|
Nov 21, 2025 |
|
Unpacking some of the lessons learned at the SMSF Adviser technical strategy days
|
Nov 06, 2025 |
|
Inside the evolving world of SMSF lending
|
Oct 22, 2025 |
|
Unpacking the new super tax
|
Oct 15, 2025 |
|
Unpacking the latest amendments
|
Oct 08, 2025 |
|
The waiting game
|
Sep 24, 2025 |
|
Getting it right: the challenge in market valuations
|
Sep 10, 2025 |
|
Unravelling the new pension rules
|
Aug 27, 2025 |
|
Reform and regulation: the challenges
|
Aug 14, 2025 |
|
Exploring Division 296 alternatives that don't tax paper profits
|
Jul 31, 2025 |
|
TBC increase not as easy as ABC
|
Jul 16, 2025 |
|
Where to from here? Planning for the new financial year
|
Jul 02, 2025 |
|
Streamlining the audit process
|
Jun 18, 2025 |
|
EOFY super planning and tax strategies
|
Jun 04, 2025 |
|
Media mayhem and Div 296
|
May 21, 2025 |
|
The Div 296 battle continues
|
May 07, 2025 |
|
Election countdown
|
Apr 23, 2025 |
|
Unpacking the Bendel decision
|
Apr 09, 2025 |
|
Budget 2025: The implications for the SMSF sector
|
Mar 26, 2025 |
|
Overcoming challenges in auditing compliance
|
Mar 12, 2025 |
|
Part 2: Highlights from the SMSF Association National Conference 2025
|
Feb 26, 2025 |
|
Part 1: Highlights from the SMSF Association National Conference 2025
|
Feb 21, 2025 |
|
From politics to property: The first few weeks of 2025
|
Feb 13, 2025 |
|
How digital advice can benefit the SMSF sector and Australia's growing appetite for financial guidance
|
Jan 29, 2025 |
|
Litigation, legislation and retirement: What to expect from 2025
|
Jan 15, 2025 |
|
Putting a bow on 2024 and understanding legacy pension conversions
|
Dec 18, 2024 |
|
Last-minute legislative whirlwinds and their impacts on the SMSF sector
|
Dec 04, 2024 |
|
Navigating the cryptocurrency landscape
|
Nov 21, 2024 |
|
How SMSFs can capitalise on a slowing economy
|
Nov 06, 2024 |
|
Highlights from the SMSF Adviser Technical Strategy Day
|
Oct 23, 2024 |
|
Retirement income covenant – how it can help SMSF trustees navigate retirement
|
Oct 09, 2024 |
|
Unpacking the data – what's happening in the SMSF sector from a statistical standpoint
|
Sep 25, 2024 |
|
Understanding planning and strategies for older clients
|
Sep 11, 2024 |
|
'Adopting a holistic approach': Dealing with estate planning nuances
|
Sep 04, 2024 |
|
100th episode special: Peter Burgess on the glimmer of hope for $3m super tax changes
|
Aug 21, 2024 |
|
How does an enduring power of attorney work with an SMSF?
|
Aug 07, 2024 |
|
Understanding invalidity and SMSFs
|
Jul 24, 2024 |
|
Regulatory round-up: The changes SMSF professionals need to know
|
Jul 10, 2024 |
|
Taking a human-centric approach to SMSF lending
|
Jun 26, 2024 |
|
The grey area of wholesale investor thresholds for SMSFs
|
Jun 12, 2024 |
|
End of financial year contribution considerations
|
May 29, 2024 |
|
Budget special: Government provides little for advice and super
|
May 15, 2024 |
|
Looking beyond traditional property investment
|
May 08, 2024 |
|
Will there be any change to division 296?
|
May 02, 2024 |
|
Taylor's vision for revitalising advice: 'Less government regulation'
|
May 01, 2024 |
|
The importance of accurate property valuations
|
Apr 17, 2024 |
|
Innovation insights for advice firms to scale
|
Apr 04, 2024 |
|
The benefits of commercial property
|
Mar 27, 2024 |
|
Investing in specialised housing through an SMSF
|
Mar 20, 2024 |
|
What to consider when investing in property
|
Mar 13, 2024 |
|
Women in Finance: Building a brand that lasts
|
Mar 07, 2024 |
|
Part 2: Highlights from the SMSF Association National Conference
|
Mar 01, 2024 |
|
Part 1: Highlights from the SMSF Association National Conference
|
Feb 28, 2024 |
|
Why trusts are not just for the wealthy
|
Feb 14, 2024 |
|
The challenges for auditors in 2024
|
Jan 31, 2024 |
|
'We deserve clarity': navigating NALE purgatory
|
Jan 17, 2024 |
|
What to expect from the year ahead
|
Jan 10, 2024 |
|
The top news and events of 2023
|
Dec 13, 2023 |
|
The pathway to increasing adviser numbers
|
Nov 29, 2023 |
|
Women in Finance: How diversity provides a competitive advantage
|
Nov 23, 2023 |
|
Women in Finance: The power of having strong female role models
|
Nov 17, 2023 |
|
Alternatives to the $3m super tax
|
Nov 15, 2023 |
|
Women in Finance: The importance of showcasing diversity at all levels
|
Nov 02, 2023 |
|
Why private credit should form part of your SMSF portfolio
|
Nov 01, 2023 |
|
Women in Finance: The Olympian financial planner balancing passion and profession
|
Oct 27, 2023 |
|
Why cash flow is the lifeblood of your SMSF
|
Oct 25, 2023 |
|
Women in Finance: How Mortgage Choice is working to create inclusive workplaces
|
Oct 20, 2023 |
|
SMSF lending and economic conditions
|
Oct 18, 2023 |
|
Women in Finance: Why Joanna James believes in visualising and emotionalising success
|
Oct 13, 2023 |
|
The property possibilities for SMSFs
|
Oct 12, 2023 |
|
Women in Finance: Why Tanya Sale believes support is key to being a female leader
|
Oct 06, 2023 |
|
Using data to empower clients
|
Oct 04, 2023 |
|
Breaking down the Benchmark Report
|
Sep 20, 2023 |
|
Digital advice and the impact of the QAR
|
Sep 06, 2023 |
|
How to handle longevity risk for retirees
|
Aug 23, 2023 |
|
The rise of the Millennial SMSF trustee
|
Aug 16, 2023 |
|
What SMSFs need to know about crypto compliance
|
Aug 09, 2023 |
|
Keeping on top of regulatory changes
|
Aug 02, 2023 |
|
The shifting technology landscape
|
Jul 26, 2023 |
|
Should SMSF trustees invest in crypto?
|
Jul 19, 2023 |
|
How to implement an outsourcing solution
|
Jul 12, 2023 |
|
How will the QAR affect access to advice?
|
Jul 06, 2023 |
|
What does the QAR mean for SMSFs?
|
Jun 21, 2023 |
|
A guide to end of year SMSF tax planning
|
Jun 08, 2023 |
|
Responding to the rise in younger SMSF trustees
|
May 25, 2023 |
|
***Budget special*** NALE changes fall short of industry expectations
|
May 11, 2023 |
|
The ATO's latest activities
|
Apr 27, 2023 |
|
A deep dive into the ATO's SMSF statistics: Part 2
|
Apr 13, 2023 |
|
A deep dive into the ATO's SMSF statistics
|
Apr 05, 2023 |
|
What's next for the $3 million threshold?
|
Mar 22, 2023 |
|
SMSF strategy considerations ahead of double TBC indexation
|
Mar 08, 2023 |
|
PART 2: Highlights from the SMSF Association National Conference
|
Mar 02, 2023 |
|
PART 1: Highlights from the SMSF Association National Conference
|
Feb 27, 2023 |
|
The latest analysis on NALI
|
Feb 08, 2023 |
|
Preparing for and dealing with incapacity for SMSF clients
|
Jan 27, 2023 |
|
What lies ahead for the SMSF industry in 2023?
|
Jan 11, 2023 |
|
Optimising services for specific SMSF groups
|
Dec 27, 2022 |
|
The top issues and developments for SMSF professionals in 2022
|
Dec 14, 2022 |
|
Supporting the next generation of women in finance
|
Dec 09, 2022 |
|
Tips and emerging issues with cryptocurrency and SMSFs
|
Dec 01, 2022 |
|
Women in Finance Awards spotlight: Shannon Smit
|
Nov 17, 2022 |
|
Coming clean with the regulator
|
Nov 16, 2022 |
|
Labor's first federal budget
|
Nov 02, 2022 |
|
Making financial services less 'male, stale and pale'
|
Oct 26, 2022 |
|
Highlights and key takeaways from the SMSF Adviser Strategy Day
|
Oct 19, 2022 |
|
Reactions to the Quality of Advice Review proposals
|
Oct 05, 2022 |
|
BONUS EPISODE: Stuart Robert's outlook on the future of advice
|
Sep 28, 2022 |
|
Navigating the murky areas of the wholesale investor regime
|
Sep 21, 2022 |
|
The top five SMSF audit issues this year
|
Sep 08, 2022 |
|
The latest from the regulator on TBAR
|
Aug 24, 2022 |
|
The biggest priorities and issues for the advice profession
|
Aug 10, 2022 |
|
Highlights from the 2022 SMSF Association Technical Summit
|
Jul 29, 2022 |
|
1 July changes: Exploring the opportunities
|
Jul 14, 2022 |
|
The impact of Hill v Zuda on SMSF documents
|
Jun 29, 2022 |
|
The latest developments with NALI and NALE
|
Jun 15, 2022 |
|
Preventing a SuperStream storm at audit time
|
Jun 02, 2022 |
|
Strategies and tips for SMSFs with EOFY tax planning
|
May 18, 2022 |
|
SMSF Association National Conference wrap: Part 2
|
Apr 29, 2022 |
|
SMSF Association National Conference wrap: Part 1
|
Apr 27, 2022 |
|
Understanding related parties and potential compliance snags
|
Apr 20, 2022 |
|
Digitising SMSFs: Recent changes and what lies ahead
|
Apr 06, 2022 |
|
A guide to UK pension transfers involving SMSFs
|
Mar 24, 2022 |
|
Special Episode: Why SMSF firms need to prepare for Russian cyber-attack reprisals
|
Mar 09, 2022 |
|
Navigating the latest ECPI changes with SMSF clients
|
Mar 09, 2022 |
|
ELECTION SPECIAL: Stephen Jones outlines Labor's plans for advice
|
Feb 23, 2022 |
|
The major issues for SMSF professionals in the Quality of Advice Review
|
Feb 09, 2022 |
|
A practical guide to managing family law super splits
|
Jan 26, 2022 |
|
The big issues emerging for SMSF audits
|
Jan 12, 2022 |
|
What's ahead for the SMSF sector in 2022?
|
Dec 28, 2021 |
|
The 5 biggest SMSF issues in 2021
|
Dec 15, 2021 |
|
Navigating SMSF rollovers under SuperStream
|
Dec 01, 2021 |
|
SMSF Association spills on 2022 National Conference
|
Nov 19, 2021 |
|
Breaking down complexity: How Treasury updates will affect advisers going forward
|
Nov 17, 2021 |
|
Unpacking upheaval in the SMSF accounting and audit space
|
Nov 04, 2021 |
|
Dissecting changes in the contributions landscape
|
Oct 21, 2021 |
|
PODCAST SPECIAL EPISODE: Breaking the stigma surrounding mental health with David Coleman, Assistant Minister for Mental Health and Suicide Prevention
|
Sep 09, 2021 |
|
Examining the new frontier of estate disputes
|
Sep 08, 2021 |
|
Unpacking the ATO's ruling on NALI and NALE
|
Aug 13, 2021 |
|
Mapping the financial year ahead for SMSFs
|
Jul 15, 2021 |
|
EOFY planning for SMSFs
|
Jun 16, 2021 |
|
Federal budget 2021–22: Superannuation and SMSFs
|
May 19, 2021 |
|
How practitioners really feel about the proposed ECPI changes
|
May 05, 2021 |
|
What's next for the 6-member SMSF?
|
Apr 21, 2021 |
|
What the ATO's NALI announcement means
|
Apr 07, 2021 |
|
How modernising business communications will impact SMSFs
|
Mar 17, 2021 |
|
Unpacking the SMSF Association's national conference
|
Mar 03, 2021 |
|
Complexities and opportunities arising from the TBC increase
|
Feb 17, 2021 |
|
Revisiting engagement letters following the revised APES 305
|
Feb 03, 2021 |
|
Reshaping the regulation framework for limited advice
|
Jan 20, 2021 |
|
Emerging risks on the SMSF property development front
|
Jan 05, 2021 |
|
Reflecting on 2020 and what lies ahead
|
Dec 22, 2020 |
|
The future landscape for retirement income
|
Dec 09, 2020 |
|
Revealing the true costs of SMSFs
|
Nov 25, 2020 |
|
Key takeaways from the SMSF Adviser Masterclass event
|
Nov 11, 2020 |
|
Understanding the ATO's new approach to admin penalties
|
Oct 28, 2020 |
|
What the budget means for SMSFs
|
Oct 13, 2020 |
|
An update from the regulator on key independence issues
|
Sep 30, 2020 |
|
How property valuations are faring through the coronavirus crisis
|
Jun 09, 2020 |
|
Security considerations while working remotely amid the COVID-19 pandemic
|
Apr 07, 2020 |
|
How to maintain productivity during COVID-19
|
Apr 01, 2020 |