Shannon Smit, founding director of Smart Private Wealth, ended 2022 winning two coveted Australian SMSF Financial Adviser awards in three weeks, to sit nicely alongside her growing stack of professional awards. As the financial planning division of highly regarded, award-winning accounting firm Smart Business Solutions, Smart Private Wealth understands self-managed super funds and how to use them.
It’s no surprise that control is the No.1 reason people give when asked why they choose to exit their retail superannuation fund in favour of an SMSF. When managed well, an SMSF can become a very effective tax management and wealth accumulation tool.
“People want to know how they can retire comfortably, how they can pay off their mortgage, get the caravan and afford private school,” Shannon says. “They want to know how to use their superannuation to invest in property or how they can protect their family and assets using estate planning or insurance.”
Smart Private Wealth constantly monitor their clients’ SMSFs to ensure compliance with any regulatory changes. “It’s our responsibility to stay in front of SMSF legislation changes. You can trust in our expertise in this area and our ongoing training and accreditations to remain at the forefront of all superannuation developments and requirements.”
With more than 15 years in operation looking after the finances of the Mornington Peninsula’s business owners and individuals, Smart Private Wealth work with you to identify areas in your finances and personal structures that are not realising their full potential, and help you improve them to ensure they’re caring for all corners of your financial well-being.
Start planning your ‘slightly more spendy future’ with a well-managed SMSF by Australia’s leading SMSF adviser, Shannon Smit and the Smart Private Wealth team. Have a chat to see how we can help you look at your superannuation and retirement planning differently.
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