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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.
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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