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Home Podcasts

Highlights from the SMSF Adviser Technical Strategy Day 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.

by SMSF Adviser team
November 6, 2025
in Podcasts
Reading Time: 1 min read
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Shorte provides insight into 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.

Then Broderick joins the show to unpack a range of estate planning issues that he covered in his session, including how some recent case law should impact the way SMSF professionals consider death benefit nominations.

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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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