SMART Life - Issue 21 - Winter 2025

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SMART Life - Issue 21 - Winter 2025

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What we can learn from the world’s most accomplished investors.

The causes behind market downturns have differed over time, we can learn much from history’s leading investors about the value of staying calm when markets are choppy. 

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Reduce financial pressure with downsizer contributions.

Downsizer contributions are a popular way to upsize your superannuation by contributing proceeds from selling your home. For many, they’re a taxeffective way to shore up financial security in retirement. We discuss who’s eligible and examine the pros and cons. 

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Go Further. 

Take your wealth journey to the next level with Smart Private Wealth -  your trusted partners in wealth accumulation, protection, and management. 


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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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