Aged care financial planning is a highly specialised area that requires not only financial expertise but also an understanding of the
emotional challenges families face.
In this episode of The Accountant That Builds, host Shannon Smit sits down with Aged Care Financial Advice specialists Bianca Carroll and Tricia Hill from Smart Private Wealth to unpack the complexities of aged care funding.
They discuss why aged care financial planning is different from general financial advice, the benefits of engaging a specialist, and how
expert advice can help families preserve their wealth, maximise the Age Pension, and minimise tax implications.
We'll cover real life case studies involving common situations such as whether to sell the family home, or how to structure assets in the
lead up to requiring residency in aged care to maintain estate and minimise asset losses.
Whether you’re planning for the future or dealing with an urgent care situation, this episode provides practical insights and guidance to
help you navigate these decisions with confidence.
Useful links:
Aged Care Directory
Aged Care Financial Advice - Fees & Process
|
|
Shannon Smit dives deep into the compelling world of using self-managed super funds (SMSFs) to invest in property. With her signature energy and expertise, Shannon explains the mechanics of SMSFs, contrasting them with retail and industry super funds, and revealing the unique power they offer individuals to take control of their financial future.
What does it take to turn a modest property portfolio into a self-sufficient powerhouse? In this episode of The Accountant That Builds, Shannon Smit invites you into the fascinating journey of property investment, revealing the key steps, strategies, and mindset shifts that can transform two properties into a thriving, cash flow-neutral portfolio.
Smit is well-known for her years of international and local experience, expertise in niche areas, small business tactics and her recruitment process for young up-and-comers.
Aged care financial planning is a highly specialised area that requires not only financial expertise but also an understanding of the
emotional challenges families face. In this episode of The Accountant That Builds, host Shannon Smit sits down with Aged Care Financial
Advice specialists to unpack the complexities of aged care funding.
In this episode of the podcast, host Shannon Smit sits down with the dynamic and globally renowned futurist Steve Sammartino to discuss the transformative power of Artificial Intelligence (AI) and what it means for businesses, society, and the future.
In this episode of The Accountant That Builds, host Shannon Smit discusses the massive wealth transfer expected from Baby Boomers to the next generation, estimated at $84 trillion. Shannon highlights the opportunities and challenges of this transfer, focusing on estate planning, tax liabilities
