The SMSF Experts with Shelley Banton Shelley Banton

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.

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.

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.

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.

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.

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.