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THE WOMAN SERIES // Peace Of Mind With The End In Mind

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Estate Planning:
Peace of Mind with The End In Mind

You’ve worked hard for what you have – it’s time to protect it for the next generation.

Most people think estate planning is only for the wealthy, but that isn't the case. There are many things to consider when estate planning, such as who will inherit your assets, how your assets will be managed, and how your debts will be paid.  Everyone can benefit from having a plan in place for what will happen to their belongings and loved ones when they die.

An ideal webinar for anyone who wants to get clarity on how you want your life’s work protected and passed on after you’re gone.




WHAT WE'LL COVER

  • What is Estate Planning?
  • Asset Protection
    • What is it?
    • Successor Director
    • The Protector
  • Wills
    • What is a Will and why make one?
    • Assets that are and are not governed by a Will
  • Testamentary Trusts explained
  • Blended families
  • Power of Attorney
  • Tax Effective Estate Planning


Receive award-winning information from Shannon Smit, financial adviser and winner of Women In Finance Financial Adviser of The Year 2021 and IFA Goals Based Adviser of the Year 2021, and cohosted by Bianca Carroll, finalist in the IFA Paraplanner of The Year 2021. It’s free. Registration is essential. Whilst this webinar is targeted to women, the content is appropriate for anyone aged 35+ who wants to know how to protect what’s important without all the nonsense..


SPEAK TO A FINANCIAL ADVISER SPEAK TO A FINANCIAL ADVISER


6 Mar '18

Business Awards - Creating Submissions that put you on the map - AFTERNOON SESSION

Learn How To Construct Compelling Award Entries - Afternoon Session
We know that award nominations can be daunting, attend this free seminar to learn how to do it and construct a compelling award entry that can put you on the map. With nominations for the Peninsula Business Awards quickly drawing to a close, it has got us thinking about why businesses should enter awards. It takes time, energy and a good dollop of realism to piece together your story authentically, but the benefits are unchallenged, from third-party endorsement to increase your credibility to opening new networks and celebrating your team. Read more about the endless benefits of entering awards here. 
 
There's a couple of weeks left to enter the Peninsula Business Awards, but there are plenty of valuable and powerful small business awards to enter throughout the year. Join us next week as we ease you through the submission process and prep you for award success. The seminar is free to attend, but you must book now to secure your seat at the event! 


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6 Mar '18

Business Awards - Creating Submissions that put you on the map - EVENING SESSION

Learn How To Construct Compelling Award Entries  - Evening Session
We know that award nominations can be daunting, attend this free seminar to learn how to do it and construct a compelling award entry that can put you on the map. With nominations for the Peninsula Business Awards quickly drawing to a close, it has got us thinking about why businesses should enter awards. It takes time, energy and a good dollop of realism to piece together your story authentically, but the benefits are unchallenged, from third-party endorsement to increase your credibility to opening new networks and celebrating your team.  Read more about the endless benefits of entering awards here. 
 
There's a couple of weeks left to enter the  Peninsula Business Awards, but there are plenty of valuable and powerful small business awards to enter throughout the year. Join us next week as we ease you through the submission process and prep you for award success. The seminar is free to attend, but you must book now to secure your seat at the event! 


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1 Feb '18

Flourish 12 Month Business Coaching

The Flourish Business Coaching Program is designed specifically for small to medium business owners committed to growing their business. The program provides you with essential ingredients to improve your financial literacy,helping
you make informed strategic decisions to help accelerate your business growth.


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1 Nov '17

Xero For Start-Ups Workshop

Just started a business? Or want to change your sole trader business to Xero? 

We can help! Our workshop will provide you with the training and information you need to get your new business (or existing sole trader) onto Xero accounting software to provide you with real-time financial information so you can confidently make business decisions. When:
1st Nov (Morning Session @ 9:00am-12:30pm)



Cost: $50pp
 


4 Oct '17

Xero Tips & Traps Workshop - 4th October 10am - 12pm

As Xero achieves a major milestone with 1 million users globally, their product development and new features continue to evolve.

As Xero Gold Partner's, Awarded 2016 Xero Partner of the Year (Victoria) and appointed to the Xero Accounting Partner Advisory Council, SMART Business Solutions is well positioned to provide you with all of the latest Xero Innovations to help you get the most out of Xero.

These sessions will cover:
- Latest developments & enhancements
- New releases coming soon
- Our  favorite tips & tricks for Xero users

Since we receive a heap of questions about Xero from clients,  we have decided to run these sessions every two months.
 
Whether you have just started using Xero or are a seasoned Xero pro, everyone can benefit from the latest tips from our  recognised   team  of Xero experts.

Topics for each session will change based on the latest developments, however, we can publish the topics two weeks in advance.

Morning tea will be provided
Session One:
Wednesday 4th October
10am - 12noon
Location: SMART Business Solutions Office, Level 1, 328 Main Street Mornington


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6 Sep '17

Amazon's Impact on Australian Retail Breakfast

Join us for our first Mornington Peninsula retailers breakfast and learn how you can not only survive but thrive in an Amazonian retail environment.

There's been a lot of talk recently about the threat of giants like Amazon on bricks & mortar stores. But it doesn't have to be all bad.

Presented by Craig Bass from VendHQ and Shannon Smit & Nadia Hughes, Directors of SMART Business Solutions, here's a taste of what we'll be covering and why you need to get on board the Amazon Express

What you'll get from attending this session

*Using Amazon for your gain
*How to compete with Amazon by not competing with them
*How to use technology to win
*Breakfast

Who Should attend?

*Retail owners and managers
*Business that engage with and service retailers

When: Wednesday 6th September
Time: Arrive from 7 am for a 7.30am  kick off  - finish by 8.30am
Location: Benito's Restaurant, 1196 Nepean Highway, Mornington

FIRST 25 REGISTERED RECEIVE COMPLIMENTARY TICKETS! otherwise tickets are $25 per head but include a wonderful hot breakfast


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27 Jul '17

Find Your Freedom! 27 July 7:30pm

Building wealth is not a product, it is a strategy

An event not to be missed:

The 3 Key topics of discussion will be:

1. Australia : As funny as it sounds, is a hidden tax haven

2. There is only one reason you should pay tax - to avoid paying more tax!

3. Recent increased tax exemptions that benefit small to medium businesses
 


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10 May '17

BITE Conference - 10 May 2017

We invite you to join a collective of highly accomplished and innovative people who share their insights into Business, Innovation, Technology and Efficiency in order to be at the forefront of business - regardless of your industry.