As the end of the financial year approaches, SMSF professionals are gearing up to navigate the complexities of superannuation contributions and tax planning. In this episode of the SMSF Adviser Show, industry stalwart Liam Shorte, director of Sonas Wealth, explains the essential areas that advisers and accountants should address in the next three weeks to optimise super strategies for their clients.

Managing clients’ total super balance (TSB) effectively is right at the top of the list, with Shorte explaining the importance of having accurate information and why it’s not always a good idea to maximise unused contribution caps if there are any uncertainties around the exact figures.

Listen as they discuss:

• How to access accurate superannuation data through the ATO.
• How to ensure that 2024 financials are reported promptly.
• Contribution strategies for different age cohorts and how they can benefit future planning.
• The increasing problem of debt for those approaching 60.
• Extension of tax planning to age 75.

In this week’s episode of Relative Return Insider, AMP chief economist Shane Oliver joins the show to unpack Australia’s underwhelming March quarter GDP figures and what they signal for the Reserve Bank’s next move.

With quarterly growth slowing to just 0.2 per cent, Oliver also explores whether interest rates remain too high and why a rate cut may arrive sooner than expected, as well as whether the increasing minimum wage could have an impact on monetary policy.

Tune in to hear:

• About the RBA's balancing act amid weak investment and global uncertainty.
• Why Trump’s tariff threats, the TACO trade, and US debt could rattle markets.
• Whether too much data is clouding projections.

On this episode of The ifa Show, host Keith Ford is joined by Hugh Robertson, chief executive of Centaur Financial Services, to explore the challenges that come with market volatility and how advisers can really show their value in these times.

Although many clients will feel the need to adjust their investments as changes occur, Robertson believes that timing the market simply doesn’t work, highlighting the importance of discipline and sticking to long-term strategies while still remaining adaptable.

Listen as they discuss:

• Why it’s important for advisers to stay flexible in challenging markets.
• How Division 296 could do more harm in the long run.
• Using diversification to ride out unexpected market shifts.