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Home Podcasts

Where to from here? Planning for the new financial year

It’s the start of a new financial year, but there are still many uncertainties in the SMSF world. In the latest episode of the SMSF Adviser Show, hosts Keith Ford and Aaron Dunn discuss the implications of the upcoming Division 296 legislation, which is set to impact individuals with superannuation balances over $3 million.

by Jessa Sargento
July 2, 2025
in Podcasts
Reading Time: 1 min read

As the new financial year kicks off, there is a raft of other topics that SMSF professionals need to pay attention to and plan for the year ahead, and Aaron breaks down all of the areas that deserve a closer look.

Listen as they discuss:

X
  • How a lack of certainty is impacting the sector.
  • The continued pushback from a growing cohort of industry bodies.
  • The rise in SG and its effect on contribution strategies.
  • Timely reviews needed now of investment strategies and estate planning.

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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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