In this Friday Q&A episode of The Australian Finance Podcast, Owen Rask and Gemma Mitchell unpack some of the most common and timely questions we’re seeing right now around AI, superannuation strategies and SMSF investing.
With tools like ChatGPT becoming part of everyday decision-making, we talk about where AI can genuinely help with money organisation and planning, where it falls down, and why judgement, context and regulation still matter when real money is on the line.
We also step through practical super contribution questions that confuse a lot of people, and clear up concerns around ETF custodial ownership for SMSFs.
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Topics Covered
- Can ChatGPT help with your financial planning?
- Where AI tools are useful (and risky) with money
- Are AI-generated return estimates for super reliable?
- Target date funds: what they are & how Aussies use them
- What SMSF investors need to know about ETF custodial ownership
- Betashares Direct & other SMSF platform structures
- Pre-tax (concessional) vs post-tax (non-concessional) contributions
- How to claim a tax deduction for super contributions
- Why timing & paperwork matter for pre-tax strategies
- Practical steps to avoid breaching your super caps
