The SMSF Adviser Show

By: Momentum Media
  • Summary

  • 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.
    Momentum Media, All Rights Reserved
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Episodes
  • Navigating the cryptocurrency landscape
    Nov 21 2024

    In a rapidly evolving financial landscape, cryptocurrency continues to carve out its niche, particularly within the realm of SMSFs.

    In this SMSF Adviser podcast, host Keith Ford speaks with Simon Ho, the COO and head of SMSF at CoinStash, about how SMSFs can safely utilise cryptocurrencies as part of their investment portfolio.

    In this episode, they discuss:

    • The difference between an investor and a trader and differing tax treatments.
    • The importance of clear reporting and compliance.
    • Methods for gaining exposure to crypto assets.
    • Strategies to contend with market volatility.
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    41 mins
  • How SMSFs can capitalise on a slowing economy
    Nov 6 2024

    In this episode of the SMSF Adviser Show, host Keith Ford is joined by Andrew McVeigh, managing partner at Remara, to discuss the changes within investment markets that SMSF professionals and investors should keep an eye on.

    McVeigh explains that Remara has seen the appetite for credit starting to slow, which he said the RBA would consider as it starts to look at potentially cutting rates, while equity markets have been volatile, leading to some good opportunities, some bad opportunities, and a lot of sideways movement.

    Listen as they discuss:

    • The launch of the Remara Opportunistic Development Fund.
    • Limitations on how SMSFs can invest in different asset classes.
    • Navigating the complexities of the current market and utilising funds to reduce risk.
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    46 mins
  • Highlights from the SMSF Adviser Technical Strategy Day
    Oct 23 2024

    In this special episode of the SMSF Adviser Show, hosts Keith Ford and Aaron Dunn are joined by a pair of experts on the floor of the SMSF Adviser Technical Strategy Day to provide insight into some of the complex topics facing SMSF professionals.

    Daniel Butler, director at DBA Lawyers, joins to discuss the changes to non-arm's length income and expense (NALI/E) rules, why there is still so much confusion, and the need to understand the grey area.

    Tim Miller, SMSF technical and education manager at Smarter SMSF, also joins the show to break down the importance of understanding the nuances of different contribution strategies and explain how his contributions matrix can help make things easier.

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    25 mins

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