Part 1: Highlights from the SMSF Association National Conference 2025
2025/02/21
再生時間： 45 分
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Part 1: Highlights from the SMSF Association National Conference 2025

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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 on the first day of the conference, the growth of the SMSF sector, and the major issues impacting professionals.

Phil Broderick, principal at Sladen Legal, also joins the show to break down the considerations when advising clients on which type of investment structure they should use depending on their personal circumstances and goals.

Finally, Shelley Banton, head of technical at ASF Audits, covers the thorny subject of business real property and the difficulties that auditors can have in determining whether an investment meets the criteria or if a member is trying to fit a square peg in a round hole.

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あらすじ・解説

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 on the first day of the conference, the growth of the SMSF sector, and the major issues impacting professionals.

Phil Broderick, principal at Sladen Legal, also joins the show to break down the considerations when advising clients on which type of investment structure they should use depending on their personal circumstances and goals.

Finally, Shelley Banton, head of technical at ASF Audits, covers the thorny subject of business real property and the difficulties that auditors can have in determining whether an investment meets the criteria or if a member is trying to fit a square peg in a round hole.

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