PODCAST · business
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.
Episodes
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Fixing Underpaid Pensions in SMSF Software with Sean Johnson
In this episode of the SMSF Experts Podcast, Shelley chats with Sean Johnson, SMSF specialist at Heffron, to tackle one of the industry's most pressing challenges: how to process underpaid pensions through SMSF software following the ATO's June 2024 changes to TR 2013/5. With software companies...
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Behind the Scenes of SMSF Fraud with Sharlene Anderson
In this episode of the SMSF Experts Podcast, Shelley chats with Sharlene Anderson, Director of Veritas Forensics and registered company auditor, to expose the uncomfortable truth about SMSF fraud. From Melissa Caddick's doctored CommSec statements to Trio Capital's sophisticated $180 million…
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Unpacking AI for SMSFs with Andy Forbes
In this episode of the SMSF Experts Podcast, Shelley chats with Andy Forbes, CTO at SuperConcepts, to demystify the role of Artificial Intelligence (AI) in the SMSF industry. They discuss the impact of AI on jobs, its capability to automate mundane tasks, and the potential to revolutionise SMSF...
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The Pitfalls of Underpaying a Pension with Peter Crump
In this episode of the SMSF Experts Podcast, Shelley breaks down the often-overlooked issue of underpaying a pension in self-managed super funds. While it may seem minor, failing to meet pension payment requirements can lead to serious compliance and financial consequences. To help unpack this...
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How Case Law Impacts SMSFs with Bryce Figot
In this episode of THE SMSF Experts, Shelley is joined by Bryce Figot, special counsel at DBA Lawyers, to discuss the significant impact of case law on SMSF trustees and compliance obligations. With over 21 years of experience in tax and superannuation, Bryce shares insights on landmark cases…
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Is Crypto a Complying SMSF Asset? with Caroline Bowler
In this episode of the SMSF Experts, Shelley sits down with Caroline Bowler, CEO of BTC Markets, to explore the controversial yet fascinating role of cryptocurrency in SMSFs. With over 17 years of experience in financial services and a deep expertise in blockchain and digital assets, Caroline...
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Protecting the Elderly in an SMSF with Louise Biti
In this first episode of the new 2025 series, Shelley delves into the critical issue of elder protection within SMSFs. With alarming statistics from the AIFS National Elder Abuse Study revealing significant incidents of elder and financial abuse, the episode highlights the urgency of safeguarding...
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Insights Into In-House Assets with Lyn Formica
In this episode, we explore the ins and outs of in-house assets within self-managed super funds. Lyn Formica, Head of Education and Content at Heffron SMSF Solutions, joins Shelley to explain the regulations, benefits, and risks involved in helping SMSF trustees make informed decisions. With over...
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SMSF Strategies Unveiled with Liam Shorte
In today's episode of The SMSF Experts, we’re looking into the essential strategies and insights needed to manage a successful Self-Managed Super Fund. From foundational principles to advanced techniques for tax efficiency and investment diversification, we cover key areas that can make a big...
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Insights Shaping our Industry with Kate Anderson and Tim Steele
In this episode, we’re deep-diving into the 2024 Annual Benchmark Report from Class Super. The report provides a comprehensive look at the SMSF landscape, highlighting what's working, where improvements are needed, and offering actionable insights for the future. Joining Shelley are two industry...
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Keeping it at Arms Length with Mary Simmons
In today’s episode, we’re unpacking the arm’s length rules and examining their significance in the SMSF world and their effect on compliance. Joining us to provide expert guidance is Mary Simmons, Head of Technical at the SMSF Association. (02:56) Understanding Arm's Length Rules (03:24) Section...
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Can You Fix a Trust Deed Disaster? with Clinton Jackson
In Episode 17 of The SMSF Experts, Shelley is joined by Clinton Jackson, a partner at Cooper Grace Ward Lawyers, to discuss the complexities of trust deeds in SMSFs. Shelley and Clinton discuss the importance of having a tailored and flexible trust deed and share practical tips and strategies for...
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It's Not a Scam, It's a Cybercrime with Fraser Jack
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…
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Navigating the $3 Million Super Tax with Julie Steed
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,...
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The Ethics of SMSF Professionals with Nidal Danoun
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...
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What is Business Real Property? With Craig Day
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...
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How to Unlock SMSF Benefits with Liz Westover
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…
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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…
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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...
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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…
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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. Follow Shelley: Linkedin For more episodes and to sign up for the ASF Audits newsletter, please visit asfaudits.com.au
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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…
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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...
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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…
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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....
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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...
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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...
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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,...
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Frequently Asked Questions
How many episodes does The SMSF Experts with Shelley Banton have?
The SMSF Experts with Shelley Banton currently has 28 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is The SMSF Experts with Shelley Banton about?
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.
How often does The SMSF Experts with Shelley Banton release new episodes?
The SMSF Experts with Shelley Banton has 28 episodes. Check the episode list to see recent publication dates and frequency.
Where can I listen to The SMSF Experts with Shelley Banton?
You can listen to The SMSF Experts with Shelley Banton on PodParley by clicking any episode. We provide an embedded audio player for direct listening, and you can also subscribe via your preferred podcast app using the RSS feed.
Who hosts The SMSF Experts with Shelley Banton?
The SMSF Experts with Shelley Banton is created and hosted by Shelley Banton.
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