The SMSF Experts with Shelley Banton

By Shelley Banton

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.... more

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FAQs about The SMSF Experts with Shelley Banton:

How many episodes does The SMSF Experts with Shelley Banton have?

The podcast currently has 27 episodes available.

The SMSF Experts with Shelley Banton episodes:

August 22, 2023 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.
Follow Shelley: Linkedin
For more episodes and to sign up for the ASF Audits newsletter, please
visit asfaudits.com.au
...more
44min
July 24, 2023 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. Follow Shelley: Linkedin
For more episodes and to sign up for the ASF Audits newsletter, please
visit asfaudits.com.au
...more
44min
June 22, 2023 The Contributions Conundrum with Tim Miller
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. Follow Shelley: Linkedin
For more episodes and to sign up for the ASF Audits newsletter, please
visit asfaudits.com.au
...more
38min
May 25, 2023 Pension Practicalities with Meg Heffron
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. Follow Shelley: Linkedin
For more episodes and to sign up for the ASF Audits newsletter, please
visit asfaudits.com.au
...more
45min
April 27, 2023 What’s Next in SMSF Technology with Jo Hurley
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. Follow Shelley: Linkedin
For more episodes and to sign up for the ASF Audits newsletter, please
visit asfaudits.com.au
...more
48min
March 28, 2023 Looking for Market Value with Mark Ellem
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.
Follow Shelley: Linkedin
For more episodes and to sign up for the ASF Audits newsletter, please visit asfaudits.com.au
...more
46min
March 27, 2023 The Future of Super with Tony Negline
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?
Follow Shelley: Linkedin
For more episodes and to sign up for the ASF Audits newsletter, please visit asfaudits.com.au
...more
44min

FAQs about The SMSF Experts with Shelley Banton:

How many episodes does The SMSF Experts with Shelley Banton have?

The podcast currently has 27 episodes available.

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