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 May '25

B.I.T.E Business Conference 2025

ALL DAY CONFERENCE @ Mornington Racecourse
6 May 2025 - 8:30am - 5:30pm

In today’s fast-changing world, staying competitive means embracing new trends and technologies. At B.I.T.E. Conference 2025, you'll discover groundbreaking strategies and tools—like A.I. and robotic process automation—designed to help you navigate and succeed in the evolving business landscape.


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11 Sep

Super Guarantee and Employee Terminations: Compliance Essentials for Employers

WEBINAR 11 SEPT // 12PM

In the third session, we'll delve into superannuation guarantee changes, including proposed changes to payday superannuation, new rates and bases, and the impact on SG liability. Gain insights into employer deductions, termination of employment considerations and more.


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4 Sep

Allowances, FBT, and Compliance for Employers

WEBINAR 4 SEPT // 12PM

Master allowances and reimbursements, understand their PAYG and super guarantee implications, and learn to navigate travel vs. living-away-from-home allowances. Gain insights into FBT considerations, new ATO record-keeping requirements, and effective salary packaging arrangements.


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28 Aug

Employee vs Contractor: Know the differences and get your employment right

WEBINAR 28 AUG// 12PM

Explore the crucial differences between employees and contractors. We'll discuss when genuine contractors are considered employees for PAYG withholding and SG, key factors determining employment or contract arrangements, and new guidance from the ATO.


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10 Aug

The Employer Essentials Series

WEBINARS // THE EMPLOYER ESSENTIALS SERIES (4 PART)

Join us for a comprehensive 4-part webinar series designed for small business owners seeking growth and better financial management. Presented by Shannon Smit from Smart Business Solutions, each session will delve into critical aspects of compliance review framework for workers and employers, providing practical insights and strategies to help you navigate complex financial landscapes and make informed decisions.


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3 May

Fashion For A Cause: The Original Pre-Loved Fashion Market

LIVE EVENT
3rd May 2024


Welcome to Mornington Peninsula's original pop-up pre-loved market with a difference. Fashion For A Cause is a not-for-profit fundraiser event. Grab a fashion bargain or unique piece, wine with friends, bid on silent auction items, all to raise funds for Clothes 4U.Inc. All proceeds from the event including stall sales, ticket sales and clothing purchases on the night will be double-dollar-matched and donated to Clothes 4U Inc.


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