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The SMSF Experts with Shelley Banton
Shelley Banton
28 episodes
1 month ago
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.
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Investing
Business
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All content for The SMSF Experts with Shelley Banton is the property of Shelley Banton and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
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.
Show more...
Investing
Business
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Navigating the $3 Million Super Tax with Julie Steed
The SMSF Experts with Shelley Banton
52 minutes 21 seconds
1 year ago
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, 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.
The SMSF Experts with 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.