The SMSF Experts with Shelley Banton

The SMSF Experts with Shelley Banton

Join Shelley Banton, Head of Education 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.

Episodes

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

July 16, 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 targeting the SMSF industry. Shelley and Fraser discuss the alarming techniques cyber criminals use, such as deception, harassment, and hacking, and the importance of protecting client data.

 

(03:53) - How do you stay in front of Cybercrime?

(05:39) - They aren’t scams, they are crimes...

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Navigating the $3 Million Super Tax with Julie Steed

June 12, 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 of this change, we're joined by Julie Steed, Senior ...
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The Ethics of SMSF Professionals with Nidal Danoun

May 21, 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.
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What is Business Real Property? With Craig Day

April 23, 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.
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How to Unlock SMSF Benefits with Liz Westover

March 19, 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.
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Can an SMSF Borrow? with Aaron Dunn

February 16, 2024 • 44 mins
Episode 11 of the SMSF Experts discusses the limited circumstances under which an SMSF is permitted to borrow. The episode explores the complexities in determining what constitutes a borrowing, particularly in the absence of a definition in the SIS legislation. Aaron Dunn, the CEO and co-founder of Smarter SMSF, joins the program to provide insights into the technical and practical aspects of borrowing in the SMSF sector.
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When Related Parties Aren’t Fun with Jemma Sanderson

December 1, 2023 • 47 mins
In this episode of The SMSF Experts, Shelley and Jemma Sanderson, Director of Cooper Partners Financial Services, shed light on the rules and challenges surrounding related party transactions in SMSFs. They discuss who is a related party, how to invest in related parties and partnerships, and the common compliance pitfalls to avoid. This is a must-listen episode for SMSF professionals who want to ensure they comply with the relate...
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The Impact of AI on SMSFs with Jeevan Tokhi

October 20, 2023 • 41 mins
In this episode, we delve into the ever-evolving landscape of Artificial Intelligence and its profound influence on SMSFs. As AI continues to advance, it's crucial to grasp how SMSF management and its potential impact on performance are set to transform. Joining us in this episode is Jeevan Tokhi, the Head of Product at BGL Corporate Solutions, overseeing Simple Fund 360, Simple Invest 360, and SmartDocs 360, who will help us gain ...
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Underneath the SMSF Hood with Poonam Di Iorio

September 27, 2023 • 45 mins
Shelley invites National Partner, Superannuation & SMSF at Carbon Group Poonam Di Iorio onto the podcast to discuss the challenges of running a successful SMSF Administration firm.
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Death & the SMSF Disorderly with Scott Hay-Bartlem

August 22, 2023 • 43 mins
We know that family would never argue about a deceased member's super balance, but the sad reality is that case law is littered with those who have. Unfortunately, it can divide the family in half all because mum or dad's intentions weren't clearly articulated. On this episode of the SMSF Experts, we talk to the SMSF guru of estate planning, Scott Hay-Bartlem, to discuss how the quality of a fund's documentation can be the differe...
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The SMSF State of Play with Peter Burgess

July 24, 2023 • 43 mins
Shelley teams up with Peter Burgess, the CEO of the SMSF Association, for an in-depth exploration of the recent developments in the SMSF industry. They delve into the latest releases from the ATO and decipher their practical implications.
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The Contributions Conundrum with Tim Miller

June 22, 2023 • 37 mins
There are a lot of ways to maximise super contributions. In Episode 5 of The SMSF Experts, Shelley is joined by Tim Miller, the Technical and Education Manager at Smarter SMSF, to discuss strategies and super contributions rules to help avoid paying additional tax.
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Pension Practicalities with Meg Heffron

May 25, 2023 • 44 mins
Pension practicalities are an SMSF minefield. Whilst there are specific rules that apply to pensions, SIS remains silent on some areas meaning it can be open to interpretation. In today’s episode, Meg Heffron, Managing Director of Heffron SMSF Solutions, joins Shelley to make sense of it all.
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What’s Next in SMSF Technology with Jo Hurley

April 27, 2023 • 47 mins
The SMSF industry has encountered a steep technology curve with no signs of slowing down. In this episode Shelley and Jo Hurley, GM of Growth at Class, discuss what we can look forward to, when it will happen and what sort of risks we take when the regulators can’t keep up with the commercial reality of technology.
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Looking for Market Value with Mark Ellem

March 28, 2023 • 45 mins

Shelley is joined by Mark Ellem, Head of Education at Accurium, to discuss the murky area of market valuations, share issues they see in practice, tell a few war stories and shed light on the key problems when valuing assets at market value in SMSFs.

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The Future of Super with Tony Negline

March 27, 2023 • 43 mins

Shelley and Superannuation and Financial Services Leader Tony Negline discuss what’s affecting the SMSF industry today. Where are we going? And will we be able to get enough into super to retire comfortably?

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