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The SMSF Adviser Show

The SMSF Adviser Show

Written by: Prime Creative Media
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The SMSF Adviser Show features insights from the leading experts in the SMSF industry and explores the biggest themes shaping the SMSF landscape today. Join us as we dive into the latest headlines and developments in the industry.Prime Creative Media, All Rights Reserved Economics Personal Finance
Episodes
  • AI, global markets and SMSFs: How advisers can find the next wave of opportunities
    Mar 4 2026

    In this episode of the SMSF Adviser Show, host Keith Ford is joined by Robert Talevski, CEO of Webull Securities Australia, to explore how technology and global markets are reshaping advice and SMSF investing.

    Talevski argues that if trustees and advisers go to the effort of running a self‑managed fund, they should be thinking beyond simple passive exposures, while still respecting client risk profiles, retirement horizons and the extra admin burden inside super.

    Tune in to hear:

    • Why the bigger opportunity may sit with companies using AI rather than building it.
    • How ETF use is evolving toward active, thematic and outcome‑focused products.
    • The value of advisers looking offshore for opportunities and global diversification.
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    1 hr and 5 mins
  • Highlights from the SMSF Association National Conference 2026 – Part 2
    Feb 26 2026

    In the second episode of the SMSF Adviser Show's special SMSF Association National Conference editions, hosts Keith Ford and Aaron Dunn are joined by three more industry experts in Adelaide.

    SMSF Association policy manager Keddie Waller joins the show to break down a range of superannuation reforms that are impacting the SMSF landscape, including the AML/CTF changes that are on the horizon.

    Then Tony Negline from Chartered Accountants ANZ explains why payday super is going to cause a lot more headaches then many professionals expect, as well as what businesses need to do to get ready for the 1 July start date.

    Finally, Dr Evan Morrison from HUB24's Innovation Lab takes us through the ways that artificial intelligence is reshaping professional practice and where the new frontier of agentic AI is heading.

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    1 hr and 11 mins
  • Highlights from the SMSF Association National Conference 2026 – Part 1
    Feb 23 2026

    In this special 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 Adelaide.

    In part one, SMSF Association chief executive Peter Burgess joins the show to talk about where the SMSF sector is heading, how it's growing, and the major issues impacting professionals.

    Then Class CEO Tim Steele and Financial Services Council CEO Blake Briggs chat about the thought leadership breakfast on the first day of the conference, why many SMSF members are not receiving advice, and how to get more advice to these members.

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    50 mins
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