In this episode of Assetora Insights, we’re joined by Geoff Rooney, Partner at BDO and Director of the SMSF Association, to explore why self-managed super funds continue to grow and how technology, control and engagement are reshaping retirement investing.

Geoff explains why control is the primary driver behind SMSF adoption, the types of investments trustees are increasingly seeking outside traditional super funds — including property, gold and digital assets — and why staying connected to your investments matters.

We also discuss the evolving role of financial advice, the impact of regulation and cost on access to advice, and how many SMSF trustees rely on a broader ecosystem of accountants, tax and legal professionals rather than traditional advisers alone. The conversation touches on how technology is reducing complexity and cost, improving reporting, and increasing liquidity — particularly as members approach pension phase.

Geoff also breaks down how borrowing works within an SMSF, including non-recourse loan structures, and why diversification and liquidity planning are critical for long-term retirement outcomes.

To learn more or connect with Geoff:
Geoff can be contacted via BDO Australia or through the SMSF Association, where he serves as a Director.

In this episode of Assetora Insights, we&rsquo;re joined by Geoff Rooney, Partner at BDO and Director of the SMSF Association, to explore why self-managed super funds continue to grow and how technology, control and engagement are reshaping retirement investing.
Geoff explains why control is the primary driver behind SMSF adoption, the types of investments trustees are increasingly seeking outside traditional super funds &mdash; including property, gold and digital assets &mdash; and why staying connected to your investments matters.
We also discuss the evolving role of financial advice, the impact of regulation and cost on access to advice, and how many SMSF trustees rely on a broader ecosystem of accountants, tax and legal professionals rather than traditional advisers alone. The conversation touches on how technology is reducing complexity and cost, improving reporting, and increasing liquidity &mdash; particularly as members approach pension phase.
Geoff also breaks down how borrowing works within an SMSF, including non-recourse loan structures, and why diversification and liquidity planning are critical for long-term retirement outcomes.
To learn more or connect with Geoff: Geoff can be contacted via BDO Australia or through the SMSF Association, where he serves as a Director.

Assetora Unlocked opens the door to the world of alternative investing. Hosted by Darren Younger and George Takianos, each episode reveals how Assetora is reshaping access to real assets — from property and private credit to AI, hospitality, and health-tech. Hear from founders, fund managers, and partners as they share insights, opportunities, and stories that help everyday investors Invest Differently and build wealth through innovation and purpose.

Assetora Unlocked opens the door to the world of alternative investing. Hosted by Darren Younger and George Takianos, each episode reveals how Assetora is reshaping access to real assets &mdash; from property and private credit to AI, hospitality, and health-tech. Hear from founders, fund managers, and partners as they share insights, opportunities, and stories that help everyday investors Invest Differently and build wealth through innovation and purpose.