S8E10 SMSFs in 2026

Challenge the Standard in Financial Advice · Jul 9, 2026 · 1h 11m

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…