SMART Life - Issue 17 - Winter 2024

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SMART Life - Issue 17 - Winter 2024

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Considering an offshore retirement? Four things to do before you go.

Australia has become an expensive place to live, so it’s not surprising that the lure to retire at an idyllic, low-cost, offshore location is getting a lot of attention. We discuss the pros and cons.

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Why the push for companies to do the right thing is good for Australian share market investors.

As tensions between Australia’s largest companies, their customers, and the federal government flare, companies such as Woolworths, AMP, and Qantas are placing a higher priority on measuring their community reputation.

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Mastering your retirement: Is an SMSF the ultimate retirement strategy for you?

A Self-Managed Super Fund (SMSF) is a type of superannuation fund that gives members greater control over their retirement savings. Unlike traditional super funds, where investment decisions are made by professional fund managers, members of an SMSF act as trustees and are responsible for managing the fund’s investments and compliance obligations.

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Financial advice is all about helping you to live your best life.

We can help you budget, build wealth and make sure your income is covered adequately to avoid stress and live a life you love.


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17 Sep

Smart Private Wealth Recognised Nationally for Community Leadership with Barry Lambert Award

Smart Private Wealth, part of the Smart Business Solutions Group, has been honoured as a recipient of the prestigious 2025 Barry Lambert Award, recognising exceptional community fundraising and volunteer work within the Count Financial network.


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17 Sep

Leading the Way in Tech-Driven Financial Advice

Shannon Smit, Founding Director of Smart Private Wealth, has been awarded the prestigious Excellence in Innovation award at the 2025 Count Financial Awards, recognising her ground-breaking leadership in transforming how financial advice and professional services are delivered in Australia.


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4 Sep

SMART Life - Issue 22 - Spring 2025

The value of active investment management in volatile times and what an ageing population means for healthcare investors.


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