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Home Podcasts

Highlights and key takeaways from the SMSF Adviser Strategy Day

Four of the expert presenters from the SMSF Adviser Technical Strategy Day share some of their insights and practical tips from their sessions.

by Robyn Tongol
October 19, 2022
in Podcasts
Reading Time: 1 min read
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Heffron managing director Meg Heffron discusses some of the opportunities and strategies emerging with pension planning for SMSFs.

Clinton Jackson from Cooper Grace Ward Lawyers talks about his session on the current state of play with BDBNs and what it means for SMSFs.

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Tim Miller from Super Guardian touches on a couple of key lessons from his session on compliance hurdles with cryptocurrencies and other digital assets.

Finally, Shail Singh, acting lead ombudsman for investments and advice at the Australian Financial Complaints Authority, shares some practical tips from his session on dealing with disputes and updates on various legislative developments.

 

 

 

 

 

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SMSF Adviser is the authoritative source of news, opinions and market intelligence for Australia’s SMSF sector. The SMSF sector now represents more than one million members and approximately one third of Australia's superannuation savings. Over the past five years the number of SMSF members has increased by close to 30 per cent, highlighting the opportunity for engaged, informed and driven professionals to build successful SMSF advice business.

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