Shannon Smit

Smart Business Solutions Financial Planning Pty Ltd

Silver
6 Yrs Experience
Mornington, VIC 3931
Shannon Smit leads the team and has undertaken many ventures both with personal investments and business. You can rest assured that you are working with people who will take the time to understand your goals and objectives.  Shannon has been recognised for her technical expertise with her appointment to the Australian Governments Board of Taxation Advisory Panel, and she practices what she preaches having undertaken a commercial office development (The SMART offices!) with her SMSF, residential property investments, direct shares and managed funds! So when Shannon advises, she also has the 'been there, done that, got the t-shirt' experience. Like in great leaders, a support network is key. Shannon has an amazing team behind her who together work tirelessly to guarantee that the wheels on the bus keep spinning and ensure that you’re always on the front foot. Come take a visit to our offices and experience the culture of our office. No challenge is too big for these guys to handle. We focus on SMSF strategy and structuring advice, financial reviews, insurance and superannuation product recommendations and strategy*. This means that whether you’re looking at putting a commercial property into super or wanting to understand if your investment and insurance products are suitable, we can help! Shannon has been recognised for her expertise with her Women In Finance Regional Advisor of the Year 2020 award, and IFA Awards Regional Professional of the Year 2020.

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Shares & Investments
  • Redundancy
  • Cashflow & Income
  • Complex Investments
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

Recent reviews

At a glance

  • Adviser status Silver
  • Rating 5.00
  • Number of reviews 9
  • First year providing advice 2016
  • Years of experience 6
  • Highest qualification
    • Master of International Taxation
  • Language spoken
    • English

Smart Business Solutions Financial Planning Pty Ltd

Level 1, 328 Main Street
Mornington, VIC 3931

Opening hours

  • 9:00am – 3:00pm Friday
  • 9:00am – 5:00pm Monday – Thursday

Licensed by

Count Financial Limited

AFSL 227232

5.00
9 Reviews
5
4
3
2
1
5.00
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
Showing reviews 1—9 of 9

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5.00

"Shannon is both my Financial Advisor and Accountant. I find holding both these positions compliment each other immensely not to mention giving Shannon a greater understanding of all things financial. As the owner of a business with multiple entities and a SMSF, Shannon's strategic advice, along with insurance protection gives me and my family complete peace of mind. In particular when it comes to planning for the future and business succession. I have always found Shannon to be extremely approachable, her advice is thorough and concise with her knowledge is second to none."

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Running a small business has been very challenging. Since working with Shannon, she has not only provided the best possible professional advice for all my business and personal needs, she has provided personal and emotional support to give me the confidence in taking big steps forward. Shannon's attention to detail is amazing and knowledge incredible. I could not recommend Shannon more highly and look forward to what the future holds with Shannon in my corner."

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Self Managed SuperFunds
  • Cashflow & Income
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"My husband and I have been dealing with Shannon and her team for the past two years, we have received advice on a broad range of areas including SMSF, property investments, retirement planning as well as general financial guidance. We have always found Shannon to be very clear and concise. She has a very good understanding of our position and goals and has been extremely proactive in helping us get clarity for our future plans. We are always very comfortable that our options are clearly outlined and explained to us in a manner that we can understand. Our initial meetings with Shannon were to discuss tax matters but have since developed well beyond due to the expertise and personal investment Shannon has in helping us acheive our financial goals."

  • Superannuation
  • Insurance Protection
  • Self Managed SuperFunds
  • Cashflow & Income
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Shannon has given me advice on all my financial needs from running a business, purchasing property, SMSF, tax issues and most importantly whatever is happening now she is always in the know."

  • Government Assistance
  • Self Managed SuperFunds
  • Cashflow & Income
  • Small Business Advice
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"'Shannon has given me advice in areas including small business, self managed super funds and managing debt. Shannon was always able to explain things to me in a clear way. Through Shannon's knowledge and experience, I feel very confident that the advice given was right for my needs. I always received Shannon's full care and attention when I needed it.' I feel totally supported and confident to grow my business and investments knowing Shannon can cross all the T's and dot the I's for me..... Second to none....."

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Self Managed SuperFunds
  • Complex Investments
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Do yourself a favour and invest with shannons team, her passion, motivation and experience combinded with lateral thinking has without a doubt seen me through many different and various situations, always with a positive and sucessful out come. Every member of her team has the same caring attitude and professional ethics."

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Self Managed SuperFunds
  • Financial Hardship
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Shannon has been the virtual CFO I've needed for my small but growing business. Our quarterly business meetings are extremely valuable to stay on track with financial goals and answer any queries. Her advice is clear and easy to understand. She also is easy to connect with regarding personal financial situation and goal setting. I would highly recommend Shannon, in particular to anybody wanting to grow a small business."

  • Government Assistance
  • Self Managed SuperFunds
  • Cashflow & Income
  • Small Business Advice
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Shannon and team have lodged two years of tax returns for our business and we have been extremely happy with the results. Shannon is a wealth of knowledge and is always happy to pass then on when required."

  • Government Assistance
  • Superannuation
  • Self Managed SuperFunds
  • Cashflow & Income
  • Small Business Advice
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Shannon has always given us authentic and honest advice that is fitting to our lives and circumstance, whilst always looking forward to our overall future goals. Each time we meet or talk it's a conversation packed with valuable information. She genuinely cares about our financial goals and plans and is invested in ensuring that we stay on track. Her team is always responsive too. I like that they actually know me, and that I'm not just another contract on the desk."

  • Financial Hardship
  • Cashflow & Income
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—9 of 9

My clients have reviewed me based on the following areas of advice

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Self Managed SuperFunds
  • Financial Hardship
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Ethics and Professionalism in Financial Advice - Bridging Course

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2020

Chartered Accountant (CA)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Chartered Accountants Australia and New Zealand (CA ANZ)
Completed
1997

Economic and Legal Context for Financial Planning - Bridging Course

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2020

Bachelor of Business (Accounting)

Level
7 - Bachelor Degree
Institution
Monash University (MON)
Completed
1995

Master of International Taxation

Level
9 - Masters Degree
Institution
The University of Sydney (USYD)
Completed
2009

Professional Memberships

Chartered Accountants Australia and New Zealand (CA ANZ)

Membership type
Associate
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