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About me
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.
Reviews
5
out of 5 starsJon
46-55 years old"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. "
12 Oct 2020Danny
46-55 years old"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."
07 Oct 2020Debra
46-55 years old"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."
11 Sep 2020Kim
46-55 years old"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."
09 Sep 2020Meagan
46-55 years old""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....."
05 Sep 2020Scott
46-55 years old"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."
05 Sep 2020Videos
My Expertise
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Borrowing
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Budgeting
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Cashflow & Income
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Complex Investments
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Growing Assets
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Insurance & Protection
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Managing Debt
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Margin Lending
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Medical Industry
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Property Investment
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Retirement Planning
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Self Managed Super Funds
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Shares & Investments
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Small Business Advice
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Superannuation
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Tax Strategies
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Wills & Estate
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Women's Finance
Key information
- Adviser rating
- Silver
- Years Experience
- 5 Years
- Highest qualification
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Master of International Taxation
- Industry Memberships
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1 total
- Address
- Level 1 328 Main Street
Mornington, VIC, 3931 - Location
Like to know more?
I'm committed to providing quality service and meeting your needs.
Ownership Structure
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Company
SMART BUSINESS SOLUTIONS FINANCIAL PLANNING PTY LTD
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Licensee Every adviser is required to be licensed to provide advice. This license is known as an Australian Financial Services License (AFSL). The licensee provides the risk and compliance framework for your adviser as well as determining things like what ongoing training your adviser requires and what products can be sold. The licensee plays an important role in ensuring that your adviser is acting in your best interests. Check out your adviser’s licensee
Count Financial Limited
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Licensee owned by
COUNTPLUS LIMITED
My Qualifications
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Ethics and Professionalism in Financial Advice - Bridging (2020)
Level of Qualification: Training / Exam / Other
Institution: Kaplan Professional
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Economic and Legal Context for Financial Planning - Bridging (2020)
Level of Qualification: Training / Exam / Other
Institution: Kaplan Professional
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Master of International Taxation (2009)
Level of Qualification: Level 9 - Masters Degree
Institution: The University of Sydney (USYD)
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Chartered Accountant (CA) (1997)
Level of Qualification: Level 8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution: Chartered Accountants Australia and New Zealand (CA ANZ)
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Bachelor of Business (Accounting) (1995)
Level of Qualification: Level 7 - Bachelor Degree
Institution: Monash University (MON)
My Memberships
My Fees
- Personal Advice
- starting from $3500
- Ongoing Advice
- starting from $4000
- Details
-
N/A
Like to know more?
I'm committed to providing quality service and meeting your needs.
Top skills rated by customers
Jon
46-55 years old"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. "
12 Oct 2020Customer opinions
Danny
46-55 years old"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."
07 Oct 2020Customer opinions
Debra
46-55 years old"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."
11 Sep 2020Customer opinions
Kim
46-55 years old"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."
09 Sep 2020Customer opinions
Meagan
46-55 years old""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....."
05 Sep 2020Customer opinions
Scott
46-55 years old"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."
05 Sep 2020Customer opinions
Kristy
35-45 years old"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. "
04 Sep 2020Customer opinions
Karen
46-55 years old"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. "
04 Sep 2020Customer opinions
Jorden
35-45 years old"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."
24 Aug 2020Customer opinions
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