In this episode of The Accountant That Builds, Financial Adviser and Accountant, 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.
From tax advantages like 15% tax on rental income and zero tax on capital gains in pension phase, to leveraging super contributions as a way
of indirectly gaining a tax deduction to purchase property, Shannon breaks it all down in a way that feels accessible and strategic.
She shares real-life client stories, including her own, where commercial properties - like office buildings or factories - are purchased
within SMSFs and leased back to businesses, creating long-term wealth and tax efficiency. Shannon also unpacks the rules around
residential property - highlighting strict limitations on personal use - and discusses how smart structuring can open up even more
opportunities.
The episode is rich with advice on managing diversification within your super, planning for liquidity in retirement, and transitioning
properties out of super in pension phase - all while navigating the complexity with professional support. If you’ve ever considered turning
your super into a wealth-building tool through property, this episode is a goldmine of insights and practical guidance.
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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
