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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20 Nov

SMART Wins at Mornington Peninsula Shire Awards

SMART Business Solutions is proud to announce its recognition as the winner of Excellence in Local Community Connection (Medium–Large Business) and Excellence in Access and Inclusion at the 2025 Mornington Peninsula Business Excellence Awards.


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5 Nov

Shannon Smit Named Among Australia’s Top 50 Most Influential Financial Advisers

Smart Private Wealth is proud to announce that Founding Director, Shannon Smit, has been recognised in the 2025 FS Power50, Financial Standard’s annual list of the 50 most influential financial advisers in Australia.


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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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