At Smart Private Wealth, we understand you first. We have a well-developed process that helps us to understand our clients. Only after
understanding who you are and what you want, do we develop a plan to help you achieve your goals.
We are committed to our clients and work hard to develop a relationship where we get to know you as a person. We love to know about your kids and your dog, the holiday plans you have or the challenges you may have faced.
We are committed to returning phone calls and emails within 24 hours.
We strive to work collaboratively with you as your long-term trusted advisor as you move through life’s transitions.
Your partners in wealth accumulation, protection and management for today and beyond.
Going through a divorce or separation is undoubtedly challenging, but it's essential to take control of your financial future. By understanding the impact of separation on your assets, seeking professional advice, and creating a solid financial plan, you can navigate this difficult time with confidence.
The ATO has issued a warning to trustees of SMSFs about sloppy valuation practices.
As conflicts between nations flare into open armed warfare and elections around the world become more contentious, there’s plenty to spike investor concern. We look at how wars and political tensions influence investment markets over the long term and examine the im- plications for your retirement savings.
As cost-of-living pressures bite and family members look for ways to support each other, multi-generational living is being discussed as a solution. Pointing out the potential, property researcher CoreLogic identified more than 655,000 residential properties as being suitable for a granny flat in Australia’s three biggest cities.
From 1 July 2024, the amount you can contribute to super will increase.