SMSF: Litigation, legislation and retirement: What to expect from 2025


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Jan 16 2025 44 mins   3

In the first episode of the SMSF Adviser Show for 2025, hosts Keith Ford and Aaron Dunn take a look at the hot topics that will impact the SMSF space in the new year.

The pair discuss the upcoming federal election, which is set to dominate the outlook for the first half of the year, as a range of measures related to SMSF advice hang in the balance and are unlikely to be decided until the polls are closed.

Listen as they discuss:

  • Why litigation over estate benefits is expected to continue to grow.
  • How a strong focus on retirement outcomes will take centrestage in 2025.
  • The possibility of accountants being given a larger role in providing financial advice.