Why advisers need to move beyond just note-taking with AI

Countdown to PayDay Super

The new PayDay Super rules are imminent and there's only weeks for SMSF trustees and employers to ensure they have put everything in place for the changing rules and regulations. On this episode of the SMSF Adviser podcast, hosts Aaron Dunn and Keeli Cambourne speak with Tony Negline from the Chartered Accountants Australia and New Zealand about the work he's been doing in the lead up and what SMSF trustees need to do to make sure they are compliant. Listen as they discuss: * The challenges that employers are facing; * The steps SMSF trustees need to take; * What can go wrong; * What the next few months may look like from a practical perspective

Trusts, turmoil and the importance of clarity

While the dust settles on the Government's Budget proposals the financial sector is left in limbo in regard to the way in which trusts will be treated going forward. In this week's episode of the SMSF Adviser Show, Daniel Butler, director of DBA Lawyers speaks with Keeli Cambourne and Aaron Dunn about the concerns from the industry and what it may mean going forward. Listen as they discuss: * The importance of the definition of a trust; * What impacts the measures may have on estate planning; * Franking credits; * What trustees and advisers should do in the interim.

Budget 2026 - the story is only just beginning

With the ink now drying on the Federal budget, it seems what most thought was going to be a quiet night for the super sector has in fact opened the door on a number of new issues and concerns. In this episode of the SMSF Adviser Show, Keeli Cambourne is joined by co-host Aaron Dunn from Smarter SMSF to unpack what the proposed tax reforms mean for SMSFs. Listen as they discuss * Negative gearing and borrowing * CGT changes and investment structure * How trusts and estate planning may be affected * What should trustees and advisers be considering going forward

Why advisers need to move beyond just note-taking with AI

In this episode of the SMSF Adviser Show, host Keith Ford is joined by Marloo co-founder Shak Lala to unpack how AI is moving from note-taking to becoming a true AI partner for financial advisers. Shak explains how AI can materially increase adviser capacity, manage SMSF complexity, lift compliance standards, and improve client experience, while also allowing advisers to consolidate their tech stack and avoid the tedious admin tasks. Tune in to hear: * How AI tools have evolved already to handle a wider range of tasks. * What kind of efficiency gains the early adopters are experiencing. * Where the future of AI in financial advice practices is heading.

What's next for the SMSF sector?

In this episode of the SMSF Adviser Show, hosts Keith Ford and Aaron Dunn explore some of the key developments shaping the SMSF landscape, including whether the Division 296 tax on high‑balance members could lead to a spike in wind‑ups. They also break down how the proposed financial adviser education reforms could create a more flexible pathway and grow the number of advisers in the profession, and take a look at how bankruptcy is being treated for SMSF trustees. Tune in to hear: * Whether the introduction of Div 296 will drive SMSF wind-ups or if any change will be a drop in the bucket. * How the proposed changes to education standards could improve access to SMSF advice. * Why the Federal Court might allow an SMSF trustee to stay on despite bankruptcy.