SMSF: Part 2: Highlights from the SMSF Association National Conference

Financial Services Podcast Network

In this special two-part 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 part two, Scott Hay-Bartlem, chair of the SMSF Association and a partner at Cooper Grace Ward, joins to discuss the importance of bringing together the SMSF community. Katie Timms, director, SMSF services at RSM Australia, also joins the show to talk about the issues surrounding farming assets within an SMSF, such as the risks around non-arm’s length transactions and the nuances specific to farmland. Finally, Julie Dolan, partner and head of SMSFs and estate planning at KPMG, covers how to navigate the intricacies of SMSF management upon a member’s death, including some of the pitfalls that need to be avoided.