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The SMSF Adviser Show

The SMSF Adviser Show

By: Momentum Media
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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 Economics Personal Finance
Episodes
  • Why SMSFs are embracing digital assets, with Tim Wilks
    Nov 21 2025

    In this episode of the SMSF Adviser Show, CoinSpot chief business development officer Tim Wilks joins host Keith Ford to break down the rapid rise of digital asset investing within the SMSF sector – and why trustees are increasingly looking to crypto as part of a broader diversification strategy.

    Wilks explains how institutional adoption, regulatory progress and improved compliance frameworks have helped shift perceptions of cryptocurrency from a speculative punt to a legitimate high-growth asset class.

    Tune in to hear:

    • Why SMSFs are increasingly allocating to cryptocurrencies and other digital assets.
    • How to practically work with SMSF clients in the digital asset space.
    • Why advisers who skill up early on crypto will be better positioned to attract and retain clients as demand accelerates.
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    50 mins
  • Unpacking some of the lessons learned at the SMSF Adviser technical strategy days
    Nov 6 2025

    In this special episode of the SMSF Adviser Show, hosts Keith Ford and Aaron Dunn are joined by Liam Shorte, managing director of SONAS Wealth, and Phil Broderick, principal at Sladen Legal, at the SMSF Technical Strategy Day in Sydney.

    Shorte joins the show to discuss the evolving world of contribution and why it's important to understand the contribution rules and caps to ensure planning decisions remain sound regardless of the final policy settings.

    Listen as Broderick unpacks a range of estate planning issues he covered in his session at the strategy day, including how some recent case law should impact the way SMSF professionals consider death benefit nominations.

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    46 mins
  • Inside the evolving world of SMSF lending
    Oct 22 2025

    After nearly two decades, the SMSF lending market has matured into a stable and well-regulated segment – yet complexity and misconceptions persist. Bluestone Home Loans head of specialised distribution, Richard Chesworth, joins host Keith Ford to break down the nuances of limited recourse borrowing arrangements (LRBAs).

    From redrawing for property repairs to understanding offset structures and pre-2018 grandfathering rules, Chesworth highlights that success in SMSF lending depends as much on precision and teamwork as it does on opportunity.

    Listen as they discuss:

    • How advisers can work through the complexity that still exists in SMSF borrowing.
    • What technical traps remain and how redraws, offsets, and refinancing can trigger compliance risks.
    • The importance of collaborating closely with lenders and prioritising expertise and structure over rate alone.
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    55 mins
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