While the dust settles on the Government's Budget proposals the financial sector is left in limbo in regard to the way in which trusts will be treated going forward. In this week's episode of the SMSF Adviser Show, Daniel Butler, director of DBA Lawyers speaks with Keeli Cambourne and Aaron Dunn about the concerns from the industry and what it may mean going forward.

Listen as they discuss:

• The importance of the definition of a trust;
• What impacts the measures may have on estate planning;
• Franking credits;
• What trustees and advisers should do in the interim.

With the ink now drying on the Federal budget, it seems what most thought was going to be a quiet night for the super sector has in fact opened the door on a number of new issues and concerns. In this episode of the SMSF Adviser Show, Keeli Cambourne is joined by co-host Aaron Dunn from Smarter SMSF to unpack what the proposed tax reforms mean for SMSFs.

Listen as they discuss

• Negative gearing and borrowing
• CGT changes and investment structure
• How trusts and estate planning may be affected
• What should trustees and advisers be considering going forward

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.