SMSF: Highlights from the SMSF Adviser Technical Strategy Day

EPISODE · Oct 25, 2024 · 24 MIN

SMSF: Highlights from the SMSF Adviser Technical Strategy Day

from Wealth Management Podcast Network · host Momentum Media

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 expense (NALI/E) rules, why there is still so much confusion, and the need to understand the grey area. Tim Miller, SMSF technical and education manager at Smarter SMSF, also joins the show to break down the importance of understanding the nuances of different contribution strategies and explain how his contributions matrix can help make things easier.

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SMSF: Highlights from the SMSF Adviser Technical Strategy Day

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