The SMSF Experts with Shelley Banton

Dec 09 2024 21 ep. 44 mins 6
The SMSF Experts with Shelley Banton Podcast artwork

Join Shelley Banton, Head of Technical at ASF Audits, as she and fellow guests analyse the topics and news stories around SMSF and turn these complex issues and legislation into everyday language.

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Insights Into In-House Assets with Lyn Formica

Dec 09 2024 43 mins  
In this episode, we explore the ins and outs of in-house assets within self-managed super funds. Lyn Formica, Head of Education and Content at Heffron SMSF Solutions, joins Shelley to explain the regulations, benefits, and risks involved in helping SMSF trustees make informed decisions. With over 30 years of experience providing technical advice to SMSF professionals, Lynn offers v

SMSF Strategies Unveiled with Liam Shorte

Nov 18 2024 42 mins  
In today's episode of The SMSF Experts, we’re looking into into the essential strategies and insights needed to manage a successful Self-Managed Super Fund. From foundational principles to advanced techniques for tax efficiency and investment diversification, we cover key areas that can make a big impact on your SMSF journey. Joining us is Liam Short, Managing Director of Sonas W

Insights Shaping our Industry with Kate Anderson and Tim Steele

Oct 28 2024 47 mins  
In this episode, we’re deep-diving into the 2024 Annual Benchmark Report from Class Super. The report provides a comprehensive look at the SMSF landscape, highlighting what's working, where improvements are needed, and offering actionable insights for the future. Joining Shelley are two industry heavyweights: Tim Steele, CEO of Class, and Kate Anderson, General Manager of Operat

Keeping it at Arms Length with Mary Simmons

Sep 23 2024 39 mins  
In today’s episode, we’re unpacking the arm’s length rules and examining their significance in the SMSF world and their effect on compliance. Joining us to provide expert guidance is Mary Simmons, Head of Technical at the SMSF Association.

Can You Fix a Trust Deed Disaster? with Clinton Jackson

Aug 26 2024 44 mins  
In Episode 17 of The SMSF Experts, Shelley is joined by Clinton Jackson, a partner at Cooper Grace Ward Lawyers, to discuss the complexities of trust deeds in SMSFs. Shelley and Clinton discuss the importance of having a tailored and flexible trust deed and share practical tips and strategies for ensuring the trust deed is up to date.

It's Not a Scam, It's a Cybercrime with Fraser Jack

Jul 15 2024 42 mins  
In episode 16 of The SMSF Experts, Shelley is joined by Fraser Jack, founder of the Cyber Collective, as they explore the growing threat of cybercrime.

Navigating the $3 Million Super Tax with Julie Steed

Jun 11 2024 52 mins  
In episode 15 of The SMSF Experts, we tackle the latest development in superannuation: the new $3 million super tax. Although this measure is not law yet, it has already sent shockwaves through the SMSF industry for two major reasons: the tax will be applied to both realised and unrealised gains, and it must be paid personally by the member. To help us understand the implications o

The Ethics of SMSF Professionals with Nidal Danoun

May 20 2024 43 mins  
Episode 14 of SMSF Experts explores ethics within the SMSF industry. We dissect the implications of moral awareness that can lead to self-interest and provide practical strategies for ethical decision-making faced by SMSF professionals. Join us as Nidal Danoun, Principal Director of Prosperity Financial Services, offers his expert insights into ethical thinking.

What is Business Real Property? With Craig Day

Apr 22 2024 42 mins  
In this episode of The SMSF Experts, we explore what real business property is. Understanding what qualifies as business real property is crucial because it is one of the exceptions to the in-house asset and related party acquisition rules. Helping Shelley work through the business real property maze is Craig Day, head of technical services from Colonial First State.

How to Unlock SMSF Benefits with Liz Westover

Mar 18 2024 45 mins  
In this episode of SMSF Experts, we delve into unlocking SMSF benefits amidst increased scrutiny from the ATO regarding illegal early releases. Shelley is joined by Liz Westover, a partner and national SMSF leader at Deloitte, to shed light on the dos and don'ts of meeting the conditions of release for accessing funds in an SMSF.