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The SMSF Adviser Show features insights from the leading experts in the SMSF industry and explores the biggest themes shaping the SMSF landscape today. Join us as we dive into the latest headlines and developments in the industry.
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SMSF News and Strategies Podcast Show

Chris Reed: Certified Practicing Accountant (CPA), FPS and SMSF Specialist Advisor, Director of Business Concepts Group

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The SMSF News and Strategy Podcast Show is a monthly podcast hosted by Chris Reed from Business Concepts Group (BCG). It includes discussions on all the latest news and issues around SMSF and Superannuation. The series provides information and education around the strategies now available to you and your SMSF and new strategies as they become available.
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Smsprofessorn

Smsprofessorn

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Jag hjälper i min podcast lyssnarna med analys och rådgivning kring kommunikation med andra människor. Fått ett sms du inte vet hur du ska svara på? Inlett en ny relation och undrar hur långsamt eller snabbt du ska svara? Hjälp med att analysera meddelandet från chefen? Smsprofessorn finns vid din sida.
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sms

John Mathew

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short message service from the Word of God. “Wisdom is the principal thing; therefore get wisdom: and with all thy getting get understanding.” Proverbs 4:7
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Social Media Summit Ireland will take place on 11th - 12th April 2017 in Dublin, Ireland. You can buy your tickets at www.socialmediasummit.ie The Summit will bring together leading Social Media Professionals both nationally and internationally to highlight the importance of incorporating social media into your marketing strategy and demonstrate how it can add real value to your business in terms of both revenue and business growth.
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The SMShow

Shauntae Smith

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“The SMShow” is a place to motivate, inspire and encourage people regardless of background, economic status, or present realities. I will share the wisdom I’ve gained through my experiences and answer the questions on HOW to thrive as a woman, author, entrepreneur and minister.
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SMS Marketing

Sheikh Irfan

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SMS marketing has been around for a while and has proven to be an effective means of reaching customers. It is a marketing strategy that enables businesses to communicate with their customers through the use of their mobile phones. Our Website:- https://www.smsala.com
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Bhash SMS is a complete SMS marketing solution that lets you create, manage, and track campaigns. You can create SMS campaigns to promote your products and services, as well as send follow-ups to your existing contacts.
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Hi There! Myself Omkara Gopichand Cheetrala, S/o a disciplined Police Head Constable and a House Wife. I'm a Mechanical Engineer turned into a Coding Customisation Guy turned into Sales & Marketing executive evolved into a Life Transformation Coach and Motivational Speaker. I found a company, 'The Zeroth Apple', -One Platform for all Services and running a Media Platform, 'SM's Uncensored Truths'. My Visions is to Transform 10,000 Kids every year. This Podcast is all about exchanging knowled ...
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Bulk SMS service is a mass messaging system that allows businesses and organizations to send text messages to large groups of people at once. The messages are sent via an SMS gateway to a database of phone numbers, enabling businesses to reach their audience quickly and effectively. The main advantage of bulk SMS is its high open rate, which is often over 98%. This makes it an effective and cost-efficient marketing tool for promoting products, services, and events, as well as for keeping cus ...
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SMSF Strategy Series: Superannuation | Fund Structure | Estate Planning | Gearing | Family Super Fund | Tax Planning

Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist

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The SMSF Strategy series is hosted by Chris Reed from Business Concepts Group (BCG). The eight-part podcast series covers key areas involved in having a Self Managed Super Fund including Fund Structure, property investing, Gearing, the family super Fund, Tax planning and Estate Planning. SMSF’s are becoming more and more popular but many Funds operate at a basic level. This series looks at helping trustees take their SMSFs to the next level and maximise the benefits of the SMSF. Chris also h ...
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With auditing season in full swing and the ATO increasing its scrutiny of the sector, this week’s SMSF Adviser podcast focuses on the challenges auditors may face regarding compliance. Hosts Keith Ford and Aaron Dunn are joined by legal specialist Bryce Figot from DBA Lawyers, one of the sector’s leading experts in the intricacies of SMSF auditing,…
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In this latest episode, we discussed transfer balance cap indexation, and loss of capacity. Hosted by Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist저자 Chris Reed: Certified Practicing Accountant (CPA), FPS and SMSF Specialist Advisor, Director of Business Concepts Group
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This week, we go over questions you might have about the FAFSA and what you’ll need to do in preparing for college! We also discuss other options besides just filling out the FAFSA.저자 Southwest Minnesota State University
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This week, Housing sign-up has opened for on-campus residents starting on the 25th with Juniors and moving down through future students. Jerry goes over everything students need to know and may have questions about when it comes to living on campus and how many opportunities students have to save money while living on campus through the opt-on adva…
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In this special two-part episode of the SMSF Adviser Show, hosts Keith Ford and Aaron Dunn are joined by a selection of prominent industry members at the SMSF Association National Conference. In part two, Tracey Scotchbrook, head of policy and advocacy at the SMSF Association, joins to break down the major regulatory issues impacting the sector, in…
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In this special two-part episode of the SMSF Adviser Show, hosts Keith Ford and Aaron Dunn are joined by a selection of prominent industry members at the SMSF Association National Conference in Melbourne. In part one, SMSF Association chief executive Peter Burgess and Class CEO Tim Steele join the show to talk about the thought leadership breakfast…
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This week, SMSU has brought back one of our alumni, Cassie Williams ‘07/’16, for a poetry reading on Tuesday, February 18, 2025, at 6:30 in the Whipple Gallery on campus! Cassie’s writing covers all aspects of her life, from her work advocating for marginalized groups to her life as a woman of color and mother to five children. Michele spoke about …
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This week, Broadcasting & Digital Media Majors Seely Stockmoe and Landon Kruse join the show to highlight the Mustang Blueprint Podcast, a student-run podcast highlighting self-improvement, college life, and entrepreneurial opportunities in the local area! Seely and Landon talk about how the podcast came to be, along with their involvement and pass…
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It’s already been a hectic first few weeks of the year in the SMSF sector with legislative changes and political manoeuvring. In this week’s SMSF Adviser Show, hosts Keith Ford and Aaron Dunn delve into what has happened and what may transpire in the coming months. They’re joined by Daniel Butler, director of DBA Lawyers, to talk about the complexi…
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This Saturday is Tropical Night, and activities are happening all day. Athletics will start the day with their hall of honor event at 10:30 a.m. The Alumni Association will host a social event in the RA Facility starting at 3:30 p.m. and continuing through the basketball games. Anyone is welcome to enjoy the Mustang Ale! The Women's game begins at …
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The Ag Bowl Scholarship Invites over 1,500 high school students from across multiple different states in the Midwest, including Wisconsin! The students start the day off bright and early with an introduction to the university in the RA facility and spend the entire day competing in a wide range of FFA competitions! In addition to their competitions…
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In this latest episode, we discussed SMSF Property Compliance. Hosted by Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist저자 Chris Reed: Certified Practicing Accountant (CPA), FPS and SMSF Specialist Advisor, Director of Business Concepts Group
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There has been significant movement in the digital advice space over the past decade. As the industry accelerates its efforts to address the undersupply of financial advice, digital solutions are essential to meet the demands of Australia’s 12.9 million financial advice beneficiaries. In this episode of the SMSF Adviser podcast, host Keith Ford tal…
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With the start of the spring semester, future college students begin to feel the pressure of applying for scholarships, writing college admission essays, and trying to navigate filling out the Fasfa. This week, Taylor McKittrick goes over why, when looking at SMSU, none of that worries students or their families. Taylor goes over what students shou…
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In the first episode of the SMSF Adviser Show for 2025, hosts Keith Ford and Aaron Dunn take a look at the hot topics that will impact the SMSF space in the new year. The pair discuss the upcoming federal election, which is set to dominate the outlook for the first half of the year, as a range of measures related to SMSF advice hang in the balance …
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In this episode of the SMSF Adviser Show, hosts Keith Ford and Aaron Dunn are joined by Tim Miller, SMSF technical and education manager at Smarter SMSF, to break down an early Christmas present for the SMSF sector – the introduction of regulations on legacy retirement product commutations and reserves. Miller explains why there was a need for thes…
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In this latest episode, we discussed the latest updates and planning for 2025. Hosted by Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist저자 Chris Reed: Certified Practicing Accountant (CPA), FPS and SMSF Specialist Advisor, Director of Business Concepts Group
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This week, Charlotte Wahle joins us to discuss the college admissions process and what you need to know as a parent! We also discuss why you might want to consider SMSU, with its great scholarship opportunities, small class size, and affordable tuition prices!저자 Southwest Minnesota State University
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Following a whirlwind of legislative activity in the last few days of the parliamentary sitting calendar for the year, the Senate passed a number of bills via a guillotine motion. Although the controversial Division 296 tax was not among them after a last-minute reprieve, several other bills were passed that will ultimately affect the SMSF sector. …
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This week, Dr. John Ginocchio joins us to discuss the many concerts SMSU is involved in during this holiday season! The activities start as early as December 3rd with the SMO Holiday Cheer concert. The Festivities will start right before finals week with the annual Tuba Christmas Concert on December 14th. You can find the full list of concerts at h…
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This week, Associate Professor of Exercise Science Mostafa Hegazy will join us to discuss this year's Undergraduate Research Conference, which will be held on December 4th. This will be the university's 19th conference, and it provides students with the opportunity to showcase their impact on the world.…
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In a rapidly evolving financial landscape, cryptocurrency continues to carve out its niche, particularly within the realm of SMSFs. In this SMSF Adviser podcast, host Keith Ford speaks with Simon Ho, the COO and head of SMSF at CoinStash, about how SMSFs can safely utilise cryptocurrencies as part of their investment portfolio. In this episode, the…
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This week, Director of Bands and Professor of Music John Ginocchio prepares for guest artist Tom Scott, who will perform with the SMSU Jazz Ensemble and area high schools. This activity is funded with a grant from the Southwest Minnesota Arts Council, made possible by an appropriation from the Minnesota State Legislature with money from the State's…
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This week, Director of the SMSU Center for Civic and Community Engagement Melissa Scholten, along with Student Election Engagement Fellows Ashton Ayres and Mary Newton, recap how successful the Mustangs Vote Initiative was along with the ups and downs they dealt with leading up to Tuesday's election. The initiative was created to inform SMSU studen…
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In this episode of the SMSF Adviser Show, host Keith Ford is joined by Andrew McVeigh, managing partner at Remara, to discuss the changes within investment markets that SMSF professionals and investors should keep an eye on. McVeigh explains that Remara has seen the appetite for credit starting to slow, which he said the RBA would consider as it st…
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This week, Assistant Vice President for Equity and Inclusion Dr. Erin Kline discusses the importance of the First Generation student population across the nation and what SMSU does on its campus to make those students feel welcomed and part of a community that they are new to and have no idea how to navigate.…
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In this latest episode, we discussed the SMSF compliance check for your fund. Hosted by Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist저자 Chris Reed: Certified Practicing Accountant (CPA), FPS and SMSF Specialist Advisor, Director of Business Concepts Group
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In this special episode of the SMSF Adviser Show, hosts Keith Ford and Aaron Dunn are joined by a pair of experts on the floor of the SMSF Adviser Technical Strategy Day to provide insight into some of the complex topics facing SMSF professionals. Daniel Butler, director at DBA Lawyers, joins to discuss the changes to non-arm's length income and ex…
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This week, Professor of Theatre Nadine Purvis Schmidt and Bryn Mongeau, a double major in Theatre Arts and Music, hop in the booth to discuss the upcoming performance, "46 Plays for America's First Ladies.” The production will be held October 30-November 3, 2024. Tickets are $10 and available only at the door, but admission is free for SMSU student…
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This week, Director of Admissions Charlotte Whale joins us to discuss “Fall Discover Day.” The event is organized by the admissions team here at SMSU and allows high school students to discover SMSU. Students can expect a choose-your-own-adventure approach to the event by attending mock lectures, campus tours, and a planetarium show! Make sure you …
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In this episode of the SMSF Adviser Show, hosts Keith Ford and Aaron Dunn are joined by Julie Steed, senior technical services manager at MLC Tech Connect, to discuss how advisers can refer to the retirement income covenant to help their SMSF clients. As the RIC approaches its second year and new guidance is added, it is becoming clear how well-pre…
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This week, Director of Career Services Melissa Scholten discusses the importance and history behind the Day of Service - Mustangs Give during Homecoming. It’s also Homecoming, and the campus is buzzing; there are events throughout the weekend that can be found here. ⬇️ https://www.smsualumni.com/homecoming/homecoming-schedule.html…
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This week, our new Director of Alumni Relations and Outreach, Hannah Abel, discusses her journey here at SMSU and what she looks forward to in her new role. She also goes over all the activities that future, current, and lifelong Mustangs can look forward to next week during homecoming!저자 Southwest Minnesota State University
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In this latest episode, we discussed the current SMSF audit issues. Hosted by Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist저자 Chris Reed: Certified Practicing Accountant (CPA), FPS and SMSF Specialist Advisor, Director of Business Concepts Group
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This week, we dive into how our very own TikTok account, @smsuofficial, has become the highest-ranked D2 TikTok account based on engagement! Mitch goes over what work needs to go into achieving this and what the Marketing and Communications office plans to do to carry this momentum throughout the school year.…
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In this episode of the SMSF Adviser Show, hosts Keith Ford and Aaron Dunn are joined by Tim Steele, general manager at Class, to dig down on the information that came out of the annual Class Annual Benchmark Report. The report is an annual snapshot from a macro standpoint of how the SMSF sector is developing, using data from the Class Super platfor…
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This week, we go over Kevin’s visit to campus on the 16th of September. Kevin is the first of many renowned authors that the SMSU English Department is bringing to campus as a part of the visiting writing series! Kevin has published his works in venues such as The New Yorker, The Georgia Review, McSweeny’s, and many others. His reading will take pl…
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In this episode of the SMSF Adviser Show, hosts Keith Ford and Aaron Dunn are joined by Peter Johnson, director of Advisers Digest, to give a sneak peek at his upcoming session at the SMSF Adviser Technical Strategy Day and why it’s vital to understand the evolving needs of older clients. Johnson explains some of the opportunities that are availabl…
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This week, we will cover all the activities with Ag Bowl starting on Saturday, with pedal pulls and a petting zoo out in the tailgating lot from 3-5 pm, with the home opener for the Mustangs Football team following those events. The theatre department has also been busy. With the 50th anniversary of Watergate events, the program is putting on a sta…
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In this episode of the SMSF Adviser Show, hosts Keith Ford and Aaron Dunn are joined by Matthew Burgess, director of View Legal, to take a look at some of the estate planning considerations that SMSF professionals need to keep top of mind. Burgess explains why the outcomes of a number of recent court cases hold valuable information for everyone in …
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In this latest episode, The question of ‘how much super do I need to retire’. Hosted by Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist저자 Chris Reed: Certified Practicing Accountant (CPA), FPS and SMSF Specialist Advisor, Director of Business Concepts Group
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This week, Angela Lee joins us to discuss the upcoming Women’s Leadership Conference presented by the SMSU Alumni Association. The event focuses on the theme, “Lead Where You Are.” The day is packed with professional development that enforces this theme, networking opportunities, and three speakers. Julia Walfoort graduated from SMSU in 2016 and wo…
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In this special episode of the SMSF Adviser Show, hosts Keith Ford and Aaron Dunn celebrate the 100th episode of the podcast with a discussion of how the sector has changed over the last four years. SMSF Association CEO Peter Burgess also joins the show to break down the current state of the $3 million super tax bill and why the growing support for…
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In this episode of the SMSF Adviser Show, hosts Keith Ford and Aaron Dunn are joined by Chris Hill, co-founder – legal at Inherit Australia, to dive into all of the issues and challenges that can arise when an enduring power of attorney and an SMSF collide. Hill explains why SMSF professionals need to have discussions with their clients around inca…
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In this latest episode, the new NALE laws, end of financial year accounts preparation, and strategy adjustments for 2025. Hosted by Chris Reed: SMSF Specialist Advisor, Director of Business Concepts Group, CPA-Financial Planning Specialist저자 Chris Reed: Certified Practicing Accountant (CPA), FPS and SMSF Specialist Advisor, Director of Business Concepts Group
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In this episode of the SMSF Adviser Show, hosts Keith Ford and Aaron Dunn are joined by Craig Day, head of technical services at Colonial First State, to discuss the nuances surrounding invalidity for SMSF trustees and members. Day breaks down some of the positives and negatives of holding TPD insurance within an SMSF and explains what advisers who…
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In this special budget episode, hosts Keith Ford and Aaron Dunn discuss the flurry of activity happening on the regulatory front – and the noticeable absence of the $3 million super tax from the final two sitting weeks of Parliament. They discuss what has led to the debate over Division 296 being delayed, including the government’s increasingly pre…
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In this episode of the SMSF Adviser Show, Adrian Fisher, head of distribution and product at RedZed, joins host Maja Garaca Djurdjevic to discuss why the self-employed lender has launched a new offering for SMSFs. Fisher explains that SMSFs are a natural fit for small business owners, but they often run into hurdles, with infrequent super contribut…
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