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The SMSF Adviser Show

Momentum 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.
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The Adviser Podcast Network brings together the best of the Australian broking industry within one dedicated platform – delivering brokers professional development advice and top tips on running a successful broking business. Lead by editor Annie Kane, The Adviser Podcast Network includes a number of focused programs, including: Elite Broker: Interviews with Australia’s leading brokers to uncover their career progression, how they’re operating a busy broker business, and their top tips for b ...
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Advisers Ask

WTAMU Advising Services

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Advisers Ask gives students a new way to reach out to Advisers. Students learn best in different ways. This allows students an opportunity to learn in a way that works best for them on their own time. Overall it is about accessibility and meeting students where they are to help them succeed!
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Risk Adviser Podcast

Momentum Media

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The Risk Adviser Podcast gets behind the industry, regulatory and political forces driving the Australian life insurance market. Join the Risk Adviser team as they discuss what it means for advisers and their clients.
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The Association Adviser Podcast

Association Adviser

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Delivering best practices and leadership strategies for association professionals. Episodes are published monthly. Interested in being a guest? Don't want to be a guest, but want to hear about a certain topic? Email us at kclark@naylor.com! The Association Adviser Podcast is sponsored by Naylor Association Solutions. Learn about our resources for improved member engagement and non-dues revenue at www.naylor.com.
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The Adviser Checkup Podcast

Kelly L. Palmer, CFA

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Are you ready to feel confident and knowledgeable when working with your investment adviser? The Adviser Checkup Podcast is a weekly podcast that explores the highs and lows of working with your investment adviser. Think of me as your own personal advocate and coach here to help you confidently work with your adviser. I'm Kelly. I'm a Chartered Financial Analyst, former Chief Compliance Officer and have over 10 years of experience with investment advisers. I am so excited you have taken this ...
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Welcome to CAPCA's new bi-monthly podcast - Advice for the Adviser! Agriculture is a complex industry, and busy Pest Control Advisers don’t always have the time or patience to find the information pertinent to them. Join CAPCA staff, Alexis and Patrick, as they cut through the noise to help California PCAs find reliable information. Each episode contains powerful information to help PCAs navigate regulatory changes, find and understand information that impacts you, and learn about new opport ...
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The Successful Adviser by James McCracken

James McCracken interviews today's most inspiring and successful advisers & entrepreneurs 5 days a week with inspiration from leading advisers including Pat Flynn , Tim Ferriss, Seth Godin & Tony Robbins

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Journey Of The Successful Adviser is created for you - the adviser, the entrepreneur, and those aspiring to be one. If you're looking for inspiration, education and empowerment to help you keep moving toward your goals, whether you're on the way to work, on the way home, or during your 'down time', James McCracken brings you real-life stories of triumph and tribulation from many of today's most inspiring advisers and entrepreneurs. Each episode ends with the PD ROUND, where guests share nugg ...
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Howard Worth - Chartered Accountants and Business Advisers. Our purpose is to make a positive contribution to our clients, our team and the local business community. We aim to do this by providing a fulfilling and rewarding environment that will inspire us all to improve and develop. This podcast is the latest in our approach, offering an insight into some of the key issues we focus on. Please subscribe to the Howard Worth podcast to receive updates on our latest episodes! For more informati ...
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show series
 
TRAP LIVE IS HAPPENING ON 9th MAY 2024. BUY TICKETS HERE: www.therealadviserpodcast.com In this latest pile of TRAP, the Trap Pack discuss Topical issues, including Finish fables, JISA joys, Leffler love, cheap online tax-returns, total returns mean dividends, FCA thematic review #1,242, True Potential CEO says the quiet part out loud Meat and Pota…
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In this episode of the SMSF Adviser Show, host Keith Ford is joined by Stuart Wilton, co-head – unlisted funds at Centuria, to discuss commercial property investments. Wilton explains the benefits of including commercial property investments within an SMSF portfolio, as well as some of the barriers that need to be considered when investing in the a…
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Property should come before Prada, that’s the mantra of Victorian-based broker Katherine Persoglia. The founder of the Property Before Prada brokerage and creator of The Brokers’ Bible, sat down with The Adviser live on stage at the Better Business Summit 2024 in Melbourne – run in partnership with NAB – to unpack her secrets to success and why she…
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The Lead Ladies are joined by this months guest, Mr Dave Corbett, Head of Protection at Mortgage 1st who has really ramped up the rants on Room 101 with his categorised list of pet peeves. 1. Miscellaneous 2. Youth of today 3. The industry With over 50 pet peeves to narrow down, a part 2 may be pending!…
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Western Australia-based broker Joshua de Buelle has been delighting clients with his exceptional customer service for the past 16 years and made the move to set up his own brokerage, FiNEXT, five years ago. After picking his brain at the Better Business Summit 2024 in Perth, we caught up with the FiNEXT broker principal to find out: Why he made the…
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In this episode of the SMSF Adviser Show, host Keith Ford is joined by Arthur Naoumidis, CEO of the Aligned Disability Property Fund, to discuss investing in NDIS housing. Naoumidis explains why the NDIS provides rent subsidies for disabled Australians and how SMSF members can invest to generate competitive returns and provide a social good. Listen…
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The 'Talking Ads' team are back for another round of show and tell this month including, a Miami Beach spring breakup video, a 'nod' to Carlsberg Instagram promotion, a catchy tune from a well known washing machine brand and a good old-fashioned billboard. We recommend you view all four adverts before or during listening to this episode to engage i…
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TRAP LIVE IS HAPPENING ON 9th MAY 2024. BUY TICKETS HERE: www.therealadviserpodcast.com In this latest pile of TRAP, the Trap Pack discuss - Topical issues, including Artic Rambles, Bitcoin yawns, Irish Banks, double-dipping, British ISAs, good PR firms, Best Buy lists - Meat and Potatoes: SJP: Big Brands, Big Challenges - Questions posted by our b…
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In this episode of the SMSF Adviser Show, host Keith Ford is joined by Yianni Socratous, general manager of Granite Home Loans, to discuss property investment through an SMSF. Socratous explains the different ways that SMSF members can invest in property and what to consider when developing a strategy that fits the specific goals and circumstances …
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Queensland-based broker Kieran Jefferies has been broking for the past 18 years, but made the move to open up his new brokerage Olleh Lending in 2022. With six brokers and six support staff, the high-volume brokerage has benefited from its strong process and operational management to ensure that the business is running as efficiently as possible. I…
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Our 'Which Network Should I Join?' Series continues! Alex is joined by Ahmed Bawa, Chief Executive Officer at Rosemount Financial Solutions (IFA) Ltd, who specialise in supporting mortgage advisers through their 'family-like' approach. From summer BBQ's to dinners and incentives, Ahmed explains what it's like to work with the network. Plus, we hear…
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There are so many amazingly successful women in the finance industry, but only a small number have a strong brand and online presence in this traditionally male-dominated industry. As we celebrate International Women’s Day, we want to help more women raise their profile and showcase the incredible professionals in this space. In this episode, partn…
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There are so many amazingly successful women in the finance industry, but only a small number have a strong brand and online presence in this traditionally male-dominated industry. As we celebrate International Women’s Day, we want to help more women raise their profile and showcase the incredible professionals in this space. In this episode, partn…
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With over 15 years of industry experience, Lee Barron made the move to set up his own brokerage, Fox Financial Solutions, in 2020. Over this time, the Adelaide-based broker has been earning a name for himself as a master in exceptional customer service, having won rave reviews from clients and winning a number of industry awards. In this episode of…
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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 SMS…
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TRAP LIVE IS HAPPENING ON 9th MAY 2024. BUY TICKETS HERE: www.therealadviserpodcast.com In this latest pile of TRAP, the Trap Pack discuss Topical issues, including Meta declaring its first dividend, update on TRAP Live, another FIRE story, Lombard Loans, Nikkei back to 1989, the “death” of the value premium Meat and Potatoes: You’re Fired - Sackin…
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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 one, Justin Micale, assistant commissioner, self managed super funds risk and strategy at the ATO, joins to discuss the Tax Office’s illegal early acc…
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Scott Rumble, the broker director of Yakka Finance, was named Australia’s Asset Finance Broker of the Year 2023 last year and Best Finance Broker NSW/ACT at the Better Business Awards 2024, run in partnership with NAB earlier this month. In this episode of Elite Broker – recorded live on stage at the Better Business Summit 2024 – we find out: How a…
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Alex, Cathy, Hannah and Tessa are back to share their favourite advert findings for this month, which are full of nostalgia, food and cameos. We recommend you view all four adverts before, after or during listening to this episode to engage in the discussion. Immerse yourselves here: https://theleadengine.co.uk/talking-ads-february-24/ Brought to y…
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After a career as a chef, Nectar Mortgages broker Gary Rock has found the recipe for success in serving up appetising mortgage deals for his clients. In this episode of Elite Broker, the seasoned ACT-based broker catches up with host Annie Kane to reveal how he’s carved out a career in the broking space over the last 23 years. Tune in to find out: …
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This week, Alex is joined by Jessica Bird, Managing Editor at The Intermediary, a leading news website and the only monthly print and digital magazine for the UK mortgage and property finance industry. Have you got a story you would like to pitch? Email jessica.bird@theintermediary.co.uk. ...Remember to quote FROZEN TURKEY! Follow Jess on LinkedIn.…
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The Adviser’s What’s Making Headlines? podcast runs down the big news stories for the week in bite-sized chunks to keep you in the loop. Join hosts Adrian Suljanovic and Annie Kane as they cover the latest financial results from a major bank, a new financial services alliance, and the Better Business Awards NSW/ACT! This week, they discuss: Austral…
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TRAP LIVE IS HAPPENING ON 9th MAY 2024. BUY TICKETS HERE: www.therealadviserpodcast.com In this latest pile of TRAP, the Trap Pack discuss - Topical issues, including TRAP Live announcement, scams, the Irish FPSB, accountants and pensions and misconceptions, Irish consolidation, retirement living standards, the destruction AND creation of wealth, H…
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In this episode of the SMSF Adviser Show, hosts Keith Ford and Aaron Dunn are joined by Matthew Burgess, director of View Legal, to discuss the broader importance of trusts. Mr Burgess explains why, despite their perception as vehicle for the wealthy to minimise tax, trusts are a cornerstone of financial planning, providing flexibility, asset prote…
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Alex Gee, director and mortgage broker at Kingfisher Finance Group, entered the broking industry during the pandemic but has already settled more than $100 million. In this episode of New Broker, tune in to find out: How he prepared to make the jump into broking. The tech and processes he follows to stay on top of his workload. Why he’s already pre…
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We hear from the mortgage brokers using Mortgage Metrics, an alert system which monitors rates. Please note, this episode follows on from episode 312 featuring Lee Flavin, the Co-Founder of Mortgage Metrics. Mortgage Brokers in order of audio appearance: Justin Moy at EHF Mortgages. Matthew Jackson at Mint FS. Rohit Kohli at The Mortgage Stop. Riz …
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The Adviser’s What’s Making Headlines podcast runs down the big news stories for the week in bite-sized chunks to keep you in the loop. Join Adrian Suljanovic and Annie Kane as they discuss the RBA’s latest cash rate call, lenders respond to repricing issues, and a big move for a major bank. This week they cover: Cash rate stays on hold. New NAB ch…
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The biggest and most successful brokerages in Australia have been revealed in The Adviser’s Top 25 Brokerages ranking 2024, partnered by NAB. The results are in for the Top 25 Brokerages ranking 2024, in partnership with NAB! Despite the strong refinancing and repricing trend keeping brokers busy working on their existing clients last financial yea…
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Alex catches up with Business Coach and Strategist, Libby Langley, to chat about 'life in business' and much more! Visit libbylangley.com. Follow Libby on Instagram. Follow Libby on LinkedIn. Brought to you from the team at The Lead Engine who specialise in lead generation, web design and content marketing for financial services.…
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The Adviser’s What’s Making Headlines? podcast runs down the big news stories for the week in bite-sized chunks to keep you in the loop. Join your hosts Adrian Suljanovic and Annie Kane as they talk about the recent CPI figures, a fall in credit demand from SMEs, and a brand new book by a broker set to help home buyers. This week they discuss: Asso…
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TRAP LIVE IS HAPPENING ON 9th MAY 2024. REGISTER YOUR INTEREST HERE: www.therealadviserpodcast.com In this latest pile of TRAP, the Trap Pack discuss Topical issues, including Transact price reductions, disastrous Lifestyling consequences, Métis Annual Planning Day, US$6TN in cash, Financial Planning Week, Irish IX set for launch, Hargreaves Lansdo…
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In this episode of the SMSF Adviser Show, hosts Keith Ford and Aaron Dunn are joined by Shelley Banton, head of education at ASF Audits, to discuss the issues impacting SMSF auditors. Ms Banton explains why the class action raised against auditors involved in the Melissa Caddick case should not be seen as a black mark against all within the sector,…
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Lee Pattison, principal of Blue Lion Lending, made the leap from banking to broking in 2021, but it was his training for an Ironman that led him to rethink how he approaches his broking journey. In this episode of New Broker, tune in to find out: How Mr Pattison set up and runs his business. The importance of setting challenges and having a coach. …
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The Lead Ladies are joined by their first guest of 2024, Chris Needham, Director: Mortgage & Protection Adviser from BR Needham Financial Services, sharing their views on new years resolutions and setting goals. Visit BR Needham here. Follow Chris on LinkedIn. Brought to you from the team at The Lead Engine who specialise in lead generation, web de…
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Sam Neville may be a relatively new broker, but she’s fast becoming a household name with the new generation of borrowers thanks to her social media presence teaching consumers ‘how to home loan’. We find out how she does it. In this episode of New Broker, tune in to find out: How she’s harnessed social media to generate new leads. Why she loves im…
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Are you looking to join a mortgage network? Listen to this episode to find out what Advisers have to say about Mortgage Intelligence, including why they joined the network and tips for people wondering where to start. This episode follows on from Alex's interview with Nick Terry (episode 311), Head of Marketing at Mortgage Intelligence. Visit Mortg…
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The Adviser’s What’s Making Headlines? podcast runs down the big news stories for the week in bite-sized chunks to keep you in the loop. Join Adrian Suljanovic and Annie Kane as they cover the recommendations to simplify regulatory laws, mortgagor rate rise fears, and calls for consistency with credit assessors. This week they discuss: Streamlining…
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TRAP LIVE IS HAPPENING ON 9th MAY 2024. REGISTER YOUR INTEREST HERE: www.therealadviserpodcast.com In this latest pile of TRAP, the Trap Pack discuss Topical issues, including Irish salary sacrifice, Ray Trapani interview with Storyteller and BitCoin ETFs, NextGen and Verve adviser resources, cash flow as an “optional extra”, Timeline Classic 50 MP…
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In this episode of the SMSF Adviser Show, hosts Keith Ford and Aaron Dunn are joined by Daniel Butler, director of DBA Lawyers, to discuss the state of play regarding non-arm’s length expenses and income (NALE/I) as we move into 2024. Mr Butler explains why the legislation continues to be a contentious issue, including where the problems lie, what …
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Over his 10-year career, Luke Harborne of IFA Mortgages has been delighting clients with his proactive approach to broking and smiling service. In this episode of Elite Broker, we catch up with the Sydney-based broker to explore what he has for his second decade of broking, the importance of mentorship, and what he thinks could be brought in to mak…
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Lee Flavin Co-Founder of Mortgage Metrics joins Alex on the Advisers Assemble podcast this week to talk about the "must-have alert system for brokers." Follow Lee on LinkedIn. Visit Mortgage Metrics. Watch a 30 second demo on YouTube. Brought to you from the team at The Lead Engine who specialise in lead generation, web design and content marketing…
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In this episode of the SMSF Adviser Show, hosts Keith Ford and Aaron Dunn get out their crystal balls and take a look at what 2024 has in store for the SMSF sector. On the back of a busy year for SMSF professionals that included a host of changes across a wide range of areas, the expectation is for more of the same as consultations and proposed gov…
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Ben Williams is upholding his family’s tradition by stepping into his father’s shoes and establishing himself as a leading broker. While aiming to chart his unique course, Mr Williams extended his footprint by launching a second branch. In this episode of New Broker, tune in to find out: His management of an independent branch. The crucial role pla…
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Nick Terry, Head of Marketing at Mortgage Intelligence joins Alex on the podcast as part of our, 'What Network Should I Join?' Series. Follow Nick on LinkedIn. Visit Mortgage Intelligence here. Brought to you from the team at The Lead Engine who specialise in lead generation, web design and content marketing for financial services.…
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TRAP LIVE IS HAPPENING ON 9th MAY 2024. REGISTER YOUR INTEREST HERE: www.therealadviserpodcast.com In this latest pile of TRAP, the Trap Pack discuss Topical issues, including a clash over FIRE, Morgan Stanley’s woeful 2023 prediction, the follies of mis-asset allocation, BitCoin Meat and Potatoes: Three Wins, Two Learns, One Goal Questions posted …
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In Episode 1 of Advice to the Adviser, we dive into some of the new California DPR Certification & Training updates for license and certificate holders, as well as a new grant opportunity for PCAs. CDPR C&T Information: https://www.cdpr.ca.gov/docs/license/cert_training.htm For information on the CAL Program email ruthann@capca.com OPCA website: ht…
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