In this episode of the SMSF Adviser Show, host Keith Ford is joined by Marloo co-founder Shak Lala to unpack how AI is moving from note-taking to becoming a true AI partner for financial advisers.

Shak explains how AI can materially increase adviser capacity, manage SMSF complexity, lift compliance standards, and improve client experience, while also allowing advisers to consolidate their tech stack and avoid the tedious admin tasks.

Tune in to hear:

• How AI tools have evolved already to handle a wider range of tasks.
• What kind of efficiency gains the early adopters are experiencing.
• Where the future of AI in financial advice practices is heading.

In this episode of the SMSF Adviser Show, hosts Keith Ford and Aaron Dunn explore some of the key developments shaping the SMSF landscape, including whether the Division 296 tax on high‑balance members could lead to a spike in wind‑ups.

They also break down how the proposed financial adviser education reforms could create a more flexible pathway and grow the number of advisers in the profession, and take a look at how bankruptcy is being treated for SMSF trustees.

Tune in to hear:

• Whether the introduction of Div 296 will drive SMSF wind-ups or if any change will be a drop in the bucket.
• How the proposed changes to education standards could improve access to SMSF advice.
• Why the Federal Court might allow an SMSF trustee to stay on despite bankruptcy.

In this episode of the SMSF Adviser Show, hosts Keith Ford and Aaron Dunn unpack the proposals that would see SMSFs included in funding the Compensation Scheme of Last Resort (CSLR) and why the approach to Division 296 post-death earnings attribution is a fraught proposition.

A flurry of consultations flowed this week as the government seeks to address the fallout from the Shield and First Guardian collapses, with the exploding cost of compensation now putting pressure on the government to find new areas to cover the costs and SMSFs are firmly in the conversation.

Tune in to hear:

Whether there is any reasonable basis for including SMSFs in funding the scheme.

Why the draft Div 296 regulations on post‑death earnings attribution are a death tax by stealth.

What else is in the early responses to the draft regs.