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The SMSF Adviser Show

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.
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SMSF News and Strategies Podcast Show

Chris Reed: Certified Practicing Accountant (CPA), FPS and SMSF Specialist Advisor, Director of Business Concepts Group

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The SMSF News and Strategy Podcast Show is a monthly podcast hosted by Chris Reed from Business Concepts Group (BCG). It includes discussions on all the latest news and issues around SMSF and Superannuation. The series provides information and education around the strategies now available to you and your SMSF and new strategies as they become available.
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Smsprofessorn

Smsprofessorn

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Jag hjälper i min podcast lyssnarna med analys och rådgivning kring kommunikation med andra människor. Fått ett sms du inte vet hur du ska svara på? Inlett en ny relation och undrar hur långsamt eller snabbt du ska svara? Hjälp med att analysera meddelandet från chefen? Smsprofessorn finns vid din sida.
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sms

John Mathew

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short message service from the Word of God. “Wisdom is the principal thing; therefore get wisdom: and with all thy getting get understanding.” Proverbs 4:7
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SM's Voice

Shah Masood

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In this podcast you would listen SM talking about : Books, stories , language learning , personal growth and many more interesting topics . Bookishmasood@gmail.com
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SMSummitIRL

SMSummitIRL

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Social Media Summit Ireland will take place on 11th - 12th April 2017 in Dublin, Ireland. You can buy your tickets at www.socialmediasummit.ie The Summit will bring together leading Social Media Professionals both nationally and internationally to highlight the importance of incorporating social media into your marketing strategy and demonstrate how it can add real value to your business in terms of both revenue and business growth.
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The SMShow

Shauntae Smith

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“The SMShow” is a place to motivate, inspire and encourage people regardless of background, economic status, or present realities. I will share the wisdom I’ve gained through my experiences and answer the questions on HOW to thrive as a woman, author, entrepreneur and minister.
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SMS marketing has been around for a while and has proven to be an effective means of reaching customers. It is a marketing strategy that enables businesses to communicate with their customers through the use of their mobile phones. Our Website:- https://www.smsala.com
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The Bhash SMS Review

Bhash SMS Review

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Bhash SMS is a complete SMS marketing solution that lets you create, manage, and track campaigns. You can create SMS campaigns to promote your products and services, as well as send follow-ups to your existing contacts.
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SM's Uncensored Truths

Omkar CHOGC

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Hi There! Myself Omkara Gopichand Cheetrala, S/o a disciplined Police Head Constable and a House Wife. I'm a Mechanical Engineer turned into a Coding Customisation Guy turned into Sales & Marketing executive evolved into a Life Transformation Coach and Motivational Speaker. I found a company, 'The Zeroth Apple', -One Platform for all Services and running a Media Platform, 'SM's Uncensored Truths'. My Visions is to Transform 10,000 Kids every year. This Podcast is all about exchanging knowled ...
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Bulk SMS service is a mass messaging system that allows businesses and organizations to send text messages to large groups of people at once. The messages are sent via an SMS gateway to a database of phone numbers, enabling businesses to reach their audience quickly and effectively. The main advantage of bulk SMS is its high open rate, which is often over 98%. This makes it an effective and cost-efficient marketing tool for promoting products, services, and events, as well as for keeping cus ...
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SMSF Strategy Series: Superannuation | Fund Structure | Estate Planning | Gearing | Family Super Fund | Tax Planning

Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist

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The SMSF Strategy series is hosted by Chris Reed from Business Concepts Group (BCG). The eight-part podcast series covers key areas involved in having a Self Managed Super Fund including Fund Structure, property investing, Gearing, the family super Fund, Tax planning and Estate Planning. SMSF’s are becoming more and more popular but many Funds operate at a basic level. This series looks at helping trustees take their SMSFs to the next level and maximise the benefits of the SMSF. Chris also h ...
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show series
 
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, the…
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This week, Director of Bands and Professor of Music John Ginocchio prepares for guest artist Tom Scott, who will perform with the SMSU Jazz Ensemble and area high schools. This activity is funded with a grant from the Southwest Minnesota Arts Council, made possible by an appropriation from the Minnesota State Legislature with money from the State's…
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This week, Director of the SMSU Center for Civic and Community Engagement Melissa Scholten, along with Student Election Engagement Fellows Ashton Ayres and Mary Newton, recap how successful the Mustangs Vote Initiative was along with the ups and downs they dealt with leading up to Tuesday's election. The initiative was created to inform SMSU studen…
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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 st…
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This week, Assistant Vice President for Equity and Inclusion Dr. Erin Kline discusses the importance of the First Generation student population across the nation and what SMSU does on its campus to make those students feel welcomed and part of a community that they are new to and have no idea how to navigate.…
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In this latest episode, we discussed the SMSF compliance check for your fund. Hosted by Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialistद्वारा Chris Reed: Certified Practicing Accountant (CPA), FPS and SMSF Specialist Advisor, Director of Business Concepts Group
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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 ex…
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This week, Professor of Theatre Nadine Purvis Schmidt and Bryn Mongeau, a double major in Theatre Arts and Music, hop in the booth to discuss the upcoming performance, "46 Plays for America's First Ladies.” The production will be held October 30-November 3, 2024. Tickets are $10 and available only at the door, but admission is free for SMSU student…
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This week, Director of Admissions Charlotte Whale joins us to discuss “Fall Discover Day.” The event is organized by the admissions team here at SMSU and allows high school students to discover SMSU. Students can expect a choose-your-own-adventure approach to the event by attending mock lectures, campus tours, and a planetarium show! Make sure you …
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In this episode of the SMSF Adviser Show, hosts Keith Ford and Aaron Dunn are joined by Julie Steed, senior technical services manager at MLC Tech Connect, to discuss how advisers can refer to the retirement income covenant to help their SMSF clients. As the RIC approaches its second year and new guidance is added, it is becoming clear how well-pre…
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This week, Director of Career Services Melissa Scholten discusses the importance and history behind the Day of Service - Mustangs Give during Homecoming. It’s also Homecoming, and the campus is buzzing; there are events throughout the weekend that can be found here. ⬇️ https://www.smsualumni.com/homecoming/homecoming-schedule.html…
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This week, our new Director of Alumni Relations and Outreach, Hannah Abel, discusses her journey here at SMSU and what she looks forward to in her new role. She also goes over all the activities that future, current, and lifelong Mustangs can look forward to next week during homecoming!द्वारा Southwest Minnesota State University
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In this latest episode, we discussed the current SMSF audit issues. Hosted by Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialistद्वारा Chris Reed: Certified Practicing Accountant (CPA), FPS and SMSF Specialist Advisor, Director of Business Concepts Group
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This week, we dive into how our very own TikTok account, @smsuofficial, has become the highest-ranked D2 TikTok account based on engagement! Mitch goes over what work needs to go into achieving this and what the Marketing and Communications office plans to do to carry this momentum throughout the school year.…
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In this episode of the SMSF Adviser Show, hosts Keith Ford and Aaron Dunn are joined by Tim Steele, general manager at Class, to dig down on the information that came out of the annual Class Annual Benchmark Report. The report is an annual snapshot from a macro standpoint of how the SMSF sector is developing, using data from the Class Super platfor…
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This week, we go over Kevin’s visit to campus on the 16th of September. Kevin is the first of many renowned authors that the SMSU English Department is bringing to campus as a part of the visiting writing series! Kevin has published his works in venues such as The New Yorker, The Georgia Review, McSweeny’s, and many others. His reading will take pl…
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In this episode of the SMSF Adviser Show, hosts Keith Ford and Aaron Dunn are joined by Peter Johnson, director of Advisers Digest, to give a sneak peek at his upcoming session at the SMSF Adviser Technical Strategy Day and why it’s vital to understand the evolving needs of older clients. Johnson explains some of the opportunities that are availabl…
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This week, we will cover all the activities with Ag Bowl starting on Saturday, with pedal pulls and a petting zoo out in the tailgating lot from 3-5 pm, with the home opener for the Mustangs Football team following those events. The theatre department has also been busy. With the 50th anniversary of Watergate events, the program is putting on a sta…
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In this episode of the SMSF Adviser Show, hosts Keith Ford and Aaron Dunn are joined by Matthew Burgess, director of View Legal, to take a look at some of the estate planning considerations that SMSF professionals need to keep top of mind. Burgess explains why the outcomes of a number of recent court cases hold valuable information for everyone in …
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In this latest episode, The question of ‘how much super do I need to retire’. Hosted by Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialistद्वारा Chris Reed: Certified Practicing Accountant (CPA), FPS and SMSF Specialist Advisor, Director of Business Concepts Group
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This week, Angela Lee joins us to discuss the upcoming Women’s Leadership Conference presented by the SMSU Alumni Association. The event focuses on the theme, “Lead Where You Are.” The day is packed with professional development that enforces this theme, networking opportunities, and three speakers. Julia Walfoort graduated from SMSU in 2016 and wo…
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In this special episode of the SMSF Adviser Show, hosts Keith Ford and Aaron Dunn celebrate the 100th episode of the podcast with a discussion of how the sector has changed over the last four years. SMSF Association CEO Peter Burgess also joins the show to break down the current state of the $3 million super tax bill and why the growing support for…
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In this episode of the SMSF Adviser Show, hosts Keith Ford and Aaron Dunn are joined by Chris Hill, co-founder – legal at Inherit Australia, to dive into all of the issues and challenges that can arise when an enduring power of attorney and an SMSF collide. Hill explains why SMSF professionals need to have discussions with their clients around inca…
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In this latest episode, the new NALE laws, end of financial year accounts preparation, and strategy adjustments for 2025. Hosted by Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialistद्वारा Chris Reed: Certified Practicing Accountant (CPA), FPS and SMSF Specialist Advisor, Director of Business Concepts Group
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In this episode of the SMSF Adviser Show, hosts Keith Ford and Aaron Dunn are joined by Craig Day, head of technical services at Colonial First State, to discuss the nuances surrounding invalidity for SMSF trustees and members. Day breaks down some of the positives and negatives of holding TPD insurance within an SMSF and explains what advisers who…
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In this special budget episode, hosts Keith Ford and Aaron Dunn discuss the flurry of activity happening on the regulatory front – and the noticeable absence of the $3 million super tax from the final two sitting weeks of Parliament. They discuss what has led to the debate over Division 296 being delayed, including the government’s increasingly pre…
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In this episode of the SMSF Adviser Show, Adrian Fisher, head of distribution and product at RedZed, joins host Maja Garaca Djurdjevic to discuss why the self-employed lender has launched a new offering for SMSFs. Fisher explains that SMSFs are a natural fit for small business owners, but they often run into hurdles, with infrequent super contribut…
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In this latest episode, we discuss the year-end checklist for SMSF trustees. Hosted by Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialistद्वारा Chris Reed: Certified Practicing Accountant (CPA), FPS and SMSF Specialist Advisor, Director of Business Concepts Group
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In this episode of the SMSF Adviser Show, host Keith Ford is joined by Tracey Scotchbrook, head of policy and advocacy at the SMSF Association, to discuss the intricacies surrounding possible changes to the wholesale investor tests. Scotchbrook explains the background to the current inquiry into the wholesale thresholds, including how SMSFs find th…
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In this episode of the SMSF Adviser Show, hosts Keith Ford and Aaron Dunn are joined by Tim Miller, SMSF technical and education manager at Smarter SMSF, to discuss some of the contribution considerations advisers need to keep in mind ahead of 30 June. Miller explains the concept of a ‘contributions matrix’ and how it can help SMSF members consider…
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In this latest episode, we discuss the 2024 federal budget and the coming new Division 296 tax Hosted by Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialistद्वारा Chris Reed: Certified Practicing Accountant (CPA), FPS and SMSF Specialist Advisor, Director of Business Concepts Group
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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 complet…
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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 …
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This week, SMSU is busy preparing for its 56th commencement ceremony on Saturday, April 4th. To discuss the social media and content creation surrounding commencement and for the university as a whole, we invited Mitchell Riibe, the Digital Marketing Strategist, to go over what SMSU is doing regarding content creation.…
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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 ha…
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In this episode of the SMSF Show, host Maja Garaca Djurdjevic is joined by shadow treasurer Angus Taylor to discuss the current state of the financial advice sector, the economy, the housing affordability crisis and more. Taylor, a key figure in the opposition, shared his views on a range of issues from the government’s handling of the Quality of A…
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In this latest episode, we discuss Year end SMSF planning strategies. Hosted by Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialistद्वारा Chris Reed: Certified Practicing Accountant (CPA), FPS and SMSF Specialist Advisor, Director of Business Concepts Group
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This Week is the SMSU Alumni and Foundation’s “M4L Day Of Giving”. On April 25th, M4L Day (Mustangs 4 Life Day) will bring alums, friends, students, parents, faculty, and staff for Southwest Minnesota State University's Day of Giving. This 24-hour online fundraising event offers opportunities to show your Mustang Pride. Your support will directly i…
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This week the computer science student’s have been busy this year putting together an app that they call, Calbuddy, short for “Calendar Buddy”. It allows students to fill out what type of events they would like to be notified about, it can also work for class notifications through the work they did with the SMSU IT department.…
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In this episode of the SMSF Adviser Show, host Keith Ford is joined by Michael Wilczynski, co-owner of SMSF Property Valuations, to discuss the ins and outs of getting a property valuation that SMSF members can rely on. Wilczynski explains why this process is vital, especially given the complexities involved in valuing unique properties or those wi…
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This week, Tayyaba Rahman is in the studio discussing her upcoming event, the Future Forward Speaker Series, presented by North Star Mutual School of Business. Tayyaba comes from Pakistan and is pursuing her Master of Business Administration at SMSU. The event occurs on Monday, April 15, from 3-5 pm in the SMSU Conference Center! RSVP for this free…
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Next week, the SMSU Theatre Program presents “An Inspector Calls.” Director Nadine Schmidt chose this show because it's a classic detective story that fits this year's theme: Timeless and Timeliness. Senior Theatre Major Colton Jensen plays Eric Birling, a member of the family called on by Inspector Goole. Colton touches on how he prepared for the …
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In this episode of the SMSF Adviser Show, host Keith Ford is joined by Eleece Quilliam, Client Development Manager at Macquarie’s Banking and Financial Services group, to discuss the key learnings for advisers from the Macquarie Virtual Adviser Network Global Innovation Program. Quilliam shares insights and practical recommendations from some of th…
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In this episode, we discussed the ATO focus on illegal early access of super, as well as SMSF documentation and disputes. Hosted by Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialistद्वारा Chris Reed: Certified Practicing Accountant (CPA), FPS and SMSF Specialist Advisor, Director of Business Concepts Group
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This Week, Dr. Ken Murphy joins us to discuss the upcoming solar eclipse on April 8, 2024. In preparation for that, the planetarium at SMSU is putting on a show this weekend. Tickets are sold at the door for five dollars, and SMSU students get free admission. Dr. Murphy discusses the significance of this solar eclipse and provides “need to know” in…
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In this episode of the SMSF Adviser Show, host Keith Ford is joined by Stuart Wilton, co-head – unlisted funds at Centuria, to discuss commercial property investments. Wilton explains the benefits of including commercial property investments within an SMSF portfolio, as well as some of the barriers that need to be considered when investing in the a…
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This week, Dr. John Ginocchio is preparing for guest artist Tom Scott, who will perform with the SMSU Jazz Ensemble and area high schools. This activity is funded in part with a grant from the Southwest Minnesota Arts Council made possible by an appropriation from the Minnesota State Legislature with money from the State's general fund. Tom will ho…
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In this episode of the SMSF Adviser Show, host Keith Ford is joined by Arthur Naoumidis, CEO of the Aligned Disability Property Fund, to discuss investing in NDIS housing. Naoumidis explains why the NDIS provides rent subsidies for disabled Australians and how SMSF members can invest to generate competitive returns and provide a social good. Listen…
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We’re back after Spring break with SMSU Student Body President Sam Lund. Sam goes over his journey at SMSU, recapping what led him to choose SMSU, how he dealt with online learning through the pandemic, and how important it is to be involved on campus. Sam also goes over what he’s been up to the past few weeks and the great opportunities that have …
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