Unpacking some of the lessons learned at the SMSF Adviser technical strategy days
Update: 2025-11-06
Description
In this special episode of the SMSF Adviser Show, hosts Keith Ford and Aaron Dunn are joined by Liam Shorte, managing director of SONAS Wealth, and Phil Broderick, principal at Sladen Legal, at the SMSF Technical Strategy Day in Sydney.
Shorte joins the show to discuss the evolving world of contribution and why it's important to understand the contribution rules and caps to ensure planning decisions remain sound regardless of the final policy settings.
Listen as Broderick unpacks a range of estate planning issues he covered in his session at the strategy day, including how some recent case law should impact the way SMSF professionals consider death benefit nominations.
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