11 episodes

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.

The SMSF Experts with Shelley Banton Shelley Banton

    • Business
    • 5.0 • 6 Ratings

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.

    Can an SMSF Borrow? with Aaron Dunn

    Can an SMSF Borrow? with Aaron Dunn

    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.

    • 44 min
    When Related Parties Aren’t Fun with Jemma Sanderson

    When Related Parties Aren’t Fun with Jemma Sanderson

    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 related party rules.

    • 47 min
    The Impact of AI on SMSFs with Jeevan Tokhi

    The Impact of AI on SMSFs with Jeevan Tokhi

    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 a deeper understanding of the AI-driven future of SMSFs.

    • 41 min
    Underneath the SMSF Hood with Poonam Di Iorio

    Underneath the SMSF Hood with Poonam Di Iorio

    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.

    • 45 min
    Death & the SMSF Disorderly with Scott Hay-Bartlem

    Death & the SMSF Disorderly with Scott Hay-Bartlem

    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 difference between following a member's wishes or having to get the lawyers involved.

    • 43 min
    The SMSF State of Play with Peter Burgess

    The SMSF State of Play with Peter Burgess

    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.

    • 43 min

Customer Reviews

5.0 out of 5
6 Ratings

6 Ratings

Nightsky12 ,

Well informed SMSF expert

Shelley’s industry knowledge informative and well worth a listen for those in the industry

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