The SMSF Experts with Shelley Banton Shelley Banton

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 Technical Services Manager at Insignia Financial.

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.

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.