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What happens to your wealth, your business, and your family when you’re no longer here? In this episode, we dive deep into the world of estate planning, business continuity, and how to protect your legacy with Shannon Smit, chartered accountant, financial advisor, and founder of Smart Private Wealth. Whether you’re a business owner, a parent, or simply someone who wants to ensure your loved ones are taken care of, this conversation is packed with practical advice, eye-opening insights, and a few surprises you might not see coming.
In this episode, I sit down with Shannon Smit, a financial expert with over two decades of experience helping individuals and businesses navigate the complexities of estate planning, tax, and wealth protection. Shannon shares her journey from working in global financial hubs like New York and Amsterdam to returning to her roots on the Mornington Peninsula to build a thriving local practice.
We explore the importance of estate planning, not just for the wealthy, but for anyone who wants to ensure their assets are distributed according to their wishes. Shannon breaks down the often-overlooked details, like how superannuation and life insurance policies don’t automatically form part of your estate, and why updating your binding death benefit nominations is crucial.
For business owners, Shannon shares invaluable advice on creating business continuity plans, including the importance of successor directors an
The Don’t Be Caught Dead Pub Quiz is back — now in its third year, and it’s a sellout event for a reason.
Join us on May 12 at 7pm at Hotel Lona in Frankston, as part of the South Side Festival.
Come solo and join a team, or bring your own crew — and compete for great prizes.
Go to criticalinfo.com.au/events
Every Tuesday at 7pm, I host Critical Chat Tuesdays —
free, online conversations where you can ask questions or just listen.
No pressure.
No expectation.
Because this isn’t about planning for “someday” —
it’s about being ready for whatever life throws your way.
Join anytime at criticalinfo.com.au/events
MY LOVED ONE HAS DIED, WHAT DO I DO NOW?
Our guide, ‘My Loved One Has Died, What Do I Do Now?’ provides practical steps for the hours and days after a loved one's death. Download it here.
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Support the 'Don’t Be Caught Dead' podcast with a one-off or regular donation to help Critical Info, a certified social enterprise, keep creating free, high-impact conversations about death, grief and planning—every contribution fuels our mission to reduce the burden on families and build a more death-literate, compassionate community. Donate here now.
Learn more: https://criticalinfo.com.au/
Connect with Don't Be Caught Dead podcast host Catherine Ashton & Critical info on socials:
https://linktr.ee/catherine_critical_info?utm_source=linktree_profile_share<sid=c1879300-84db-4c70-9270-18d17d3ec22a
Music composer: Ania Reynolds - https://www.aniareynolds.com/