Challenge the Standard in Financial Advice

← Challenge the Standard in Financial Advice9. Juli · 1 Std. 12 Min.

S8E10 SMSFs in 2026

S8E10 SMSFs in 20269. Juli1 Std. 12 Min.

Do you wind up more SMSFs that you open? So does everyone else apparently, so who is opening SMSFs then?

In this episode Jordan and Nathan open SMSF discussions with little regard for recourse, discussing

The CSLR Treasury paper and it's comment on SMSF inclusion The recent changes to residential LRBAs  Accountant exemptions Working with vulnerable clients who have SMSF Served piping hot like a pot of herbal tea, this ep is also full of sidebars and distraction.

You can now get CPD points for listening to two knuckleheads (and guests!) wax lyrical about financial advice for an hour at a time.

CPD For this Episode: https://quiz.ensombl.com/NATH-26070921-34210001

Thanks again to the team at CPD Check for letting us publish our episodes using their AI-CPD certifying engine. Check out Clayton's episode on the pod for more info.

Nathan:

advice@nathanfradley.com.au

www.nathanfradley.com.au

Jordan:

jordan@planningsolo.com.au

www.planningsolo.com.au