In this special budget episode, hosts Keith Ford, Maja Garaca Djurdjevic, and Aaron Dunn discuss the outlook for financial advice and SMSFs on the back of a budget that revealed little in terms of detail for either sector.

They also take a look at some of the measures that were included, as well as why some high-profile topics were left out completely, such as the $3 million super tax being conspicuously absent.

Listen as they discuss:

• The need for more structural change within the taxation system to provide a meaningful impact.
• Why the headline-grabbing inflation predictions could be little more than a mirage.
• The missed opportunities to make a difference for advisers and clients.

In this episode of the SMSF Adviser Show, host Keith Ford is joined by Andrew McVeigh, managing partner at Remara, to discuss the property market and how the current landscape can impact how an SMSF invests.

McVeigh explains what is happening in the real estate market, the factors affecting it, and the strategies that SMSFs can utilise, as well as why the investors don’t need to be constrained by the traditional buy-and-hold model.

Listen as they discuss:

• The importance of diversification and risk management.
• How SMSFs can utilise property investment funds.
• Navigating the complexities of the current market with an adaptable approach.

In this episode of the SMSF Adviser Show, hosts Keith Ford and Aaron Dunn are joined by Tony Negline, superannuation and financial services leader at Chartered Accountants ANZ, to discuss some of the alternatives to the $3 million super tax.

Mr Negline explains CA ANZ’s range of position on division 296, detailing a range of alternatives that it has proposed to the government, and whether there is any chance that there will be substantial changed to the current form of the legislation.

Listen as they discuss:

• Some of the criticisms of division 296.
• The likely increase of the transfer balance cap to $2 million.
• What CA ANZ expects to see from the upcoming federal budget.