• SMSF: The Div 296 battle continues
    May 9 2025

    With Labor winning the election with a clear majority, the SMSF sector is now once again poised for battle over the controversial Division 296 tax.

    In this episode of the SMSF Adviser podcast, hosts Keith Ford and Aaron Dunn sit down with SMSF Association CEO Peter Burgess to talk about the implications of the election results, what it may mean going forward, and the association’s plans to convince the elected politicians on the adverse outcomes of the tax.

    The podcast will also delve into the latest draft DBFO legislation and how the proposed changes may affect advisers specialising in SMSFs.

    Listen as they discuss:

    • The election results and the impacts it will have on legislation.
    • Time frames for the legislative process.
    • Strategies going forward in lobbying the government.
    • The DBFO draft legislation.
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    38 mins
  • Relative Return Insider: Could the election landslide prompt more ambitious reforms?
    May 8 2025

    In this week’s episode of Relative Return Insider, AMP chief economist Shane Oliver joins the show to unpack the political and economic implications of the Labor’s sweeping election victory and how much the Liberal Party’s economic strategy played a role in the wipeout.

    Oliver suggests the result reflects a rejection of extremism and a renewed appetite for centrist governance, potentially giving Labor the room to pursue more ambitious reforms in areas like taxation and productivity.

    Tune in to hear:

    • How avoiding a Labor–Greens minority government has reassured investors.
    • Why the Coalition suffered from a campaign full of confused messaging and unpopular policies.
    • The effect of flip-flopping trade policies in the US on business confidence.
    • Expectations for interest rate cuts are expected over the rest of 2025.
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    1 hr and 1 min
  • IFA: Election aftermath: What a landslide Labor victory means for advice
    May 8 2025

    In this episode of The ifa Show, host Keith Ford is joined by Ben Marshan, director of Marshan Consulting, to unpack the implications of Labor’s sweeping electoral victory for the financial advice sector.

    Marshan explains what the heavy majority means for financial legislation, including what the potential ministerial candidates could bring to the table that could influence the pace and direction of regulatory reform.

    Listen as they discuss:

    • Why the appointment of the next financial services minister will be pivotal.
    • How proposed policies like the $3 million super tax could impact the tax system and the potential unintended consequences.
    • What the options are for the Treasury portfolio on the opposition’s side.
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    47 mins
  • Relative Return Insider: Crossing the federal election finish line
    May 1 2025

    In this week’s episode of Relative Return Insider, hosts Maja Garaca Djurdjevic and Keith Ford take a final look at the lay of the land ahead of the federal election as the latest polls predict a Labor victory, and what that could mean for Australians going forward.

    YouGov has projected Labor as securing an outright majority when the polls close on Saturday, which would be a considerable turnaround from the situation just a few months ago. The Coalition has sought to claw back into the race with the release of its election costings, but with millions already voting early, it might be too late.

    Tune in to hear:

    • Why Trump-lite tactics may have backfired on Dutton.
    • What the S&P Global warning that Australia’s AAA credit rating may be at risk means for government budgeting.
    • Whether a minority government is still in sight.
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    39 mins
  • IFA: Navigating market volatility: How to contextualise the swings for clients
    Apr 30 2025

    In this episode of The ifa Show, host Keith Ford is joined by Dr Ben Neilson, financial adviser at Complete Wealth, to unpack how ongoing volatility in investment markets are affecting clients and how different cohorts are reacting.

    As tariff announcements have caused a roller-coaster on stock markets, it is hard to blame clients for fretting. According to Nielson, the best way to manage concerned clients is to reach out proactively and ensure they know their adviser is in it with them.

    Listen as they discuss:

    • Demystifying the broader implications of market volatility for clients.
    • The difference a few days can make in periods of rapid change.
    • How to use unpredictable events as a tool to shift clients’ mindset.
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    33 mins
  • SMSF: Election countdown
    Apr 25 2025

    In this episode of the SMSF Adviser podcast, hosts Keith Ford and Aaron Dunn discuss the issues that may affect super and the policy positions of the two major parties.

    Tax reform has been the elephant in the room during the federal election campaign, but there has been some mention of the Division 296 tax by the opposition, which has also made commitments regarding advice reforms and adviser numbers.

    This podcast covers some of the big-ticket items concerning the advice and super sectors, including:

    • Bargaining by the Greens to reduce the super tax threshold to $2 million and its impact on the transfer balance cap.
    • Reforms to the CSLR.
    • Increasing adviser numbers.
    • Housing policies and tax implications.
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    46 mins
  • Relative Return Insider: One last word – Jones on advice, reform and what comes next
    Apr 24 2025

    In this week’s special edition of Relative Return Insider, we bring you outgoing Financial Services Minister Stephen Jones’ keynote address from Momentum Media’s Election 2025 event, followed by a Q&A focused on the Delivering Better Financial Outcomes reforms.

    In what may be his final appearance before an advice audience, Jones reflects on his three-year tenure and outlines Labor’s unfinished business in financial advice – and what a returned government would aim to complete.

    Tune in to hear:

    • How changes to education standards could revive adviser numbers.
    • Updates on the Compensation Scheme of Last Resort.
    • The role of new advisers in closing the advice gap for retiring Australians.
    • Why Jones believes just six more months could’ve made all the difference.
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    40 mins
  • IFA: Did Jones fix the ‘hot mess’?
    Apr 23 2025

    In this week’s special episode of The ifa Show, we present outgoing Financial Services Minister Stephen Jones’ address at Momentum Media’s Election 2025 event, followed by a Q&A covering the Delivering Better Financial Outcomes reforms.

    In what was possibly his last address in front of an advice audience ahead of his retirement from politics, Jones outlines what he achieved over his three years in the role and how the Labor government plans to deliver on what he couldn’t if they are successful at the upcoming election.

    Tune in to hear about:

    • How the education standards reforms will help the profession recover its numbers.
    • What is being done to address the Compensation Scheme of Last Resort.
    • The role of the new class of advisers in bridging the advice accessibility gap for retiring Australians.
    • Why an extra six months would have done the trick.
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    41 mins
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