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

HomeEventsBe The Boss Of Your Finances and Your Life

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


7 Sep '21

Investing In Property / The Cashflow and Structure Considerations for Property Investment & Development

ONLINE Webinar Session
7 September // 1:00PM


READ MORE READ MORE
18 Aug '21

Planning For Your Retirement

ONLINE Webinar Session
18 Aug // 1:00PM


READ MORE READ MORE
27 Jul '21

Using Your Super To Buy Property

ONLINE Webinar Session
27 July // 1:00PM


READ MORE READ MORE
23 Apr '21

Know Your Numbers


READ MORE READ MORE
1 Apr '21

Tax & Rental Properties


READ MORE READ MORE
5 Mar '21

Thinking Different Post-COVID: Lunch & Learn LIVE Workshop


READ MORE READ MORE
2 Mar '21

The Conversation Everyone Needs To Have


READ MORE READ MORE
10 Feb '21

Protection At Every Stage Of Life


READ MORE READ MORE
16 Dec '20

WEBINAR: JobMaker Credits - Eligibility & Management

In the 2020-21 Federal Budget, the Government announced the introduction of a new JobMaker Hiring Credit to stimulate job creation. This webinar helps you understand your eligibility for JobMaker credits so you can take appropriate steps to avoid missing out on payments from the ATO.


READ MORE READ MORE
24 Nov '20

WEBINAR: SMSF - Is it the right strategy for you?


READ MORE READ MORE
17 Nov '20

WEBINAR: Property Subdivision ~ The ATO Need-To-Knows


READ MORE READ MORE
18 Sep '20

WEBINAR: Contractor vs Employee: What's the distinction and what is the risk to small business?

In this practical webinar we help you identify arrangements at risk of triggering significant superannuation guarantee liabilities and explore the steps to minimise that risk. This is an issue that is not going away any time soon.


READ MORE READ MORE
14 Aug '20

WEBINAR: Helping Landlords & Tenants Manage Tax Obligations

This webinar looks at the common issues that arise in connection with lease arrangements and the special rules that are aimed directly at tenants and landlords. We also look at specific issues that arise when lease arrangements are adjusted in response to the impact of COVID-19.


READ MORE READ MORE
21 Jul '20

The Future of JobKeeper and JobSeeker


READ MORE READ MORE
19 Jun '20

HR & The Return to The Workplace


READ MORE READ MORE
12 Jun '20

WEBINAR: Business Recovery Plan

A Business Recovery Planning session requires you to reconsider all aspects of your business to ensure its best chance of recovery. We'll work with you to develop a concise Business Recovery Plan and clarify the future direction of your business.


READ MORE READ MORE
15 May '20

Webinar: XERO Payroll Refresher

Our payroll refresher webinar will cover an overview of Xero’s payroll function. We’ll touch on new features, tips and tricks, auto superannuation, and finish with a demonstration of finalising and submitting Single Touch Payroll (STP) reporting at year-end.


READ MORE READ MORE
8 May '20

Webinar: Business Planning

An effective business planning process gets to the heart and soul of your business.
This session will require you to take time out from day to day activities in the business to focus on the business. Together we’ll review your past performance and clarify your future direction.


READ MORE READ MORE
30 Apr '20

JobKeeper Specifics: 10 Most Common Questions

JobKeeper Specifics Webinar

The top problem questions asked and answered + registration issues and monthly reporting. The JobKeeper Specifics Webinar covers the detail of how to work with the JobKeeper program from registration to the ongoing compliance.


READ MORE READ MORE
17 Apr '20

Webinar: Core Values Development

Core Values are the essence of a company’s identity; they support the vision and shape the culture of an organisation. Core Values cannot be plagiarised and made to fit an organisation. They need to be developed from within to be authentic to your company and your team.


READ MORE READ MORE
16 Apr '20

The $1,500 JobKeeper Subsidy

The JobKeeper subsidy represents the largest single stimulus initiative ever offered to Australian business. A payment of $1,500 per fortnight for each eligible employee for a period of up to 6 months is a massive underwrite of the Australian economy and already hundreds of thousands of businesses have registered their interest to participate in the scheme. Under this scheme many businesses will be receiving tens or hundreds of thousands of dollars over the six-month period. You cannot afford to get this wrong.


READ MORE READ MORE
9 Apr '20

Webinar: Cashflow Planning In Difficult Times

How do you manage cashflow during the best of times? What about during the worst of times?

With the economy tipping GFC point due to the coronavirus outbreak, the harsh impact is felt directly by small business. So how do you ride the waves during economic changes?


READ MORE READ MORE
3 Apr '20

Webinar: Business Continuity Planning

It is essential that every business has a plan for dealing with the fallout from this pandemic.
A plan will give you peace of mind and clarity for decision-making for the future of your business, and ensure you access Government support entitlements and maximise opportunities to preserve your cashflow and profitability.


READ MORE READ MORE
27 Mar '20

Webinar: Understanding the COVID-19 Economic Stimulus Packages

The Federal Government has secured passage of the $189bn economic stimulus package proposed to support businesses and keep Australians in jobs, but how does that apply to you?


READ MORE READ MORE
13 Mar '20

Lunch & Learn 13 March 2020

Cashflow is the pain point for many small businesses. It can single-handedly make or break your business even if you’re generally running a profitable business.
Learn the need-to-knows to improve your cashflow.


READ MORE READ MORE
14 Feb '20

Lunch & Learn - 14 Feb 2020

Join Shannon and the SMART Team at the first 90 minute Lunch & Learn Workshop for 2020!

It doesn't matter if you're a retailer, tradie, health practitioner or one of a thousand other businesses. The tools remain the same. We're all about getting you on track to help you understand your business, make realistic goals and to be better positioned to reach your business goals.



READ MORE READ MORE
13 Dec '19

Lunch and Learn Dec 13

Session # 11 - 3 Essential Tools for Business Success 

By attending this event you’ll learn the three most powerful tools for business success and how to use them, including:

Our final Lunch and Learn for 2019, this session puts the wheels in motion to ensure your 2020 is spent being results focussed, productive and more aligned with your business goals than ever before.


READ MORE READ MORE
21 Nov '19

Lunch and Learn Nov 22

Session # 10 - Organisational Review - How many hats are you wearing in your business and what can you do about it?

Most small business owners understand only too well that there are always too many things that need to be done yesterday. Being under-resourced, both from a time and a staffing perspective, is a continual challenge.

Setting a clear organisational structure ensures that everyone understands their responsibilities to the business. It also helps you identify where you may need to outsource to ensure the cogs keep moving.


READ MORE READ MORE
11 Oct '19

Lunch and Learn Oct 11

Session # 9 - Xero Update - Get all the latest news, tips and traps to get the most out of Xero

You already know how fantastic Xero is for streamlining your accounting and bookkeeping. But did you know that there are a stack of new features that have only very recently been released that will make your software work even harder for you? Like Xero's investment in artificial intelligence,  fixed price tasks, workflow assistance and more.


READ MORE READ MORE
6 Sep '19

Lunch and Learn Sept 6

Session # 8- How to build a marketing plan that can be regularly implemented

Our Lunch Learn Program combines two of life's essentials; food and knowledge. And what better way to combine the two than with a 2 course catered lunch alongside like-minded business owners who are keen to learn & network. A more casual alternative to formal training and seminars, the best lunch and learns become an integral part of company culture - and a tasty perk that everyone looks forward to.


READ MORE READ MORE
9 Aug '19

Lunch and Learn Aug 9

Session # 7 - Cashflow Management - How to plan for a healthy cashflow

Our Lunch Learn Program combines two of life's essentials; food and knowledge. And what better way to combine the two than with a 2 course catered lunch alongside like-minded business owners who are keen to learn & network. A more casual alternative to formal training and seminars, the best lunch and learns become an integral part of company culture - and a tasty perk that everyone looks forward to.


READ MORE READ MORE
19 Jul '19

Lunch and Learn July 19

Session # 5 - How to determine your critical KPI's and improve them for success

Our Lunch Learn Program combines two of life's essentials; food and knowledge. And what better way to combine the two than with a 2 course catered lunch alongside like-minded business owners who are keen to learn & network. A more casual alternative to formal training and seminars, the best lunch and learns become an integral part of company culture - and a tasty perk that everyone looks forward to.


READ MORE READ MORE
20 Jun '19

B.I.T.E Conference 2019

From global keynote business leaders to interactive interview panels of local movers and shakers, B.I.T.E. Conference has proved to be the hub for all things boundless, bold and brilliant for the past two years. We’re passionate about Australian businesses and the positive contribution they make to the economy.  We’re even more passionate about nurturing and growing small business on the Mornington Peninsula and Greater Frankston region. 
We invite you to join us at B.I.T.E Conference 2019 - The Business Event of the Year.


READ MORE READ MORE
17 May '19

Lunch and Learn May 17

Session # 4 Business Value - Build a business with the end in mind

When establishing a business, most of us will think about how to 'get there.' However, the widely forgotten yet hugely important contrasting component to a solid business plan is also to know how you may one day exit the business. An effective exit or succession plan encourages the growth and sustainability of your business.

Our Lunch Learn Program combines two of life's essentials; food and knowledge. And what better way to combine the two than with a 2 course catered lunch alongside like-minded business owners who are keen to learn & network. A more casual alternative to formal training and seminars, the best lunch and learns become an integral part of company culture - and a tasty perk that everyone looks forward to.


READ MORE READ MORE
5 Apr '19

Lunch and Learn April 5

SESSION 3: FINANCIAL AWARENESS

The better you understand your business, the easier it will be to make more money.

Management decisions rely on a sound understanding of the financial implications for a business. We have developed this workshop to enable business owners to fully understand and interpret their numbers, so they have a strong foundation on which to grow their business.

We recommend this workshop to you if you are passionate about your business and want to better understand your numbers, so you can answer questions like:
1. How much profit have I made this year?
2. Why has my profit increased but I have no cash?
3. Is my cash level increasing or decreasing?
4. What is affecting my cash level?

 


READ MORE READ MORE
15 Mar '19

SAVE THE DATE - Fashion For A Cause Fundraiser

It's on again! SMART Business Solutions together with Clothes4U Boutique once again bring you the fabulously fun and feel-good event, Fashion For A Cause.

Last year, this brilliant clothes-swap concept raised in excess $6,500 for the most vulnerable people in our Mornington Peninsula community.


READ MORE READ MORE
8 Mar '19

Lunch & Learn 8 March

SESSION 2: Successful Selling
You're already good at what you do. However, most business owners have never received any formal sales training. In a world of rapid change, tighter margins, and greater competition due to digital marketing, it’s essential that business owners dedicate time and energy to obtaining their share of the market.

This Lunch & Learn session provides valuable sales learnings and advice to help you streamline your sales process, boost the performance of your sales team and significantly improve your results.


READ MORE READ MORE
8 Feb '19

Lunch & Learn 8th Feb - 7 Ways to Grow your Business

Our Lunch Learn Program combines two of life's essentials; food and knowledge. And what better way to combine the two than with a 2 course catered lunch alongside like-minded business owners who are keen to learn & network.

A more casual alternative to formal training and seminars, the best lunch and learns become an integral part of company culture - and a tasty perk that everyone looks forward to.


READ MORE READ MORE
7 Dec '18

Lunch & Learn - 7 December - Systems & Processes

Our Lunch Learn Program combines two of life's essentials; food and knowledge. And what better way to combine the two than with a 2 course catered lunch alongside like-minded business owners who are keen to learn & network.
 


READ MORE READ MORE
2 Nov '18

Lunch & Learn - 2 November - Cash is KING

Our Lunch Learn Program combines two of life's essentials; food and knowledge. And what better way to combine the two than with a 2 course catered lunch alongside like-minded business owners who are keen to learn & network.

 


READ MORE READ MORE
12 Oct '18

Lunch & Learn - 12 October - Prepare a Marketing Plan

Our Lunch Learn Program combines two of life's essentials; food and knowledge. And what better way to combine the two than with a 2 course catered lunch alongside like-minded business owners who are keen to learn & network.

Whether it's generating more leads, or selling more to your existing customers, taking the time to set your marketing goals and determine the actions required to achieve them is the first step.
 


READ MORE READ MORE
31 Aug '18

Lunch & Learn - 31 August - The 10 Hats in Every Business Seminar

Our Lunch & Learn Program combines two of life's essentials; food and knowledge.  And what better way to combine the two than with a 2 course catered lunch alongside like-minded business owners who are keen to learn & network.


READ MORE READ MORE
3 Aug '18

Lunch & Learn Program - 3 August - Business Planning

Our Lunch & Learn Program combines two of life's essentials; food and knowledge.  And what better way to combine the two than with a 2 course catered lunch alongside like-minded business owners who are keen to learn & network.


READ MORE READ MORE
27 Jul '18

** FUNDRAISER ** Fashion for a Cause

Update your wardrobe with items that spark JOY and join us for a fun evening of fashion as we tackle the War on Waste whilst assisting women in need on the Mornington Peninsula.
 

SMART Business Solutions together with Clothes 4U Boutique, a not-for-profit organisation providing quality clothing, accessories and toiletries to women in need on the Mornington Peninsula, bring you the brilliant concept of swapping your quality pre-loved clothing with other participants.


READ MORE READ MORE
29 May '18

BITE Conference 2018

With the success of 2017, BITE Conference is back for 2018 - The Mornington Peninsulas leading conference for small business. With a focus on 4 key ingredients integral to success in modern business: Business Innovation Technology Efficiency, BITE Conference is the number 1 thing you can do for your business this year


READ MORE READ MORE
17 Apr '18

7 Ways to Grow your Business Evening Session

Join us at our 7 Ways to Grow Your Business event. We’ll cover the key areas in your business that you can influence and the strategies you can adopt to achieve growth and improvement.


READ MORE READ MORE
17 Apr '18

7 Ways to Grow your Business Afternoon Session

Join us at our 7 Ways to Grow Your Business event. We'll cover the key areas in your business that you can influence and the strategies you can adopt to achieve growth and improvement


READ MORE READ MORE
20 Mar '18

Succession Planning for Business

Having an effective Succession Plan encourages the growth and sustainability of your business….
Succession Planning allows you to transition your business to new ownership in a managed and systematic way; reducing stress while achieving a greater outcome. If you would like to learn more about how you can successfully transition your business, or be the recipient of the transition, join us at our Succession Planning seminar.


READ MORE READ MORE
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! 


READ MORE READ MORE
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! 


READ MORE READ MORE
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.


READ MORE READ MORE