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SMSF: The pathway to increasing adviser numbers

An episode of the Wealth Management Podcast Network podcast, hosted by Momentum Media, titled "SMSF: The pathway to increasing adviser numbers" was published on December 1, 2023 and runs 35 minutes.

December 1, 2023 ·35m · Wealth Management Podcast Network

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In this episode of the SMSF Adviser Show, hosts Keith Ford and Aaron Dunn discuss the possible pathway for advisers to enter the industry through super funds and progressing from limited advice to fully licensed advisers.

On the back of Financial Services Minister Stephen Jones floating the idea that non-relevant providers working in super funds could help increase adviser numbers, the pair look at the possible impacts for SMSFs and whether it could lay a foundation for future SMSF advisers.

Listen as they discuss:

  • The ATO's recently announced illegal early access estimate.
  • The September quarter SMSF establishment and wind-up stats from the ATO.
  • How the delay in finalising the NALI/E legislation will impact super and the possibility of changes.
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