Heather Gallagher is a seasoned finance professional with nearly 20 years of experience, focusing on the third-party space for the last decade.

Her dedication to assisting mortgage brokers in building successful, sustainable businesses through her role as outsource Financial's Head of Training and Education, is inspiring.

Heather has spearheaded transformative initiatives, including revamping mentoring programs and introducing innovative educational offerings. She has been instrumental in empowering mortgage brokers and administrative staff through tailored mentoring programs and weekly learning sessions.

Heather's passion for education aligns perfectly with our show's ethos, as we believe that education is key to empowerment. Our own team at Smart Business Solutions can attest firsthand to her training excellence.

In today's episode, we'll delve into Heather's journey in the finance industry, her insights on leadership and business growth, and the importance of continuous learning for everyone in the business regardless of their role.

Heather Gallagher is a seasoned finance professional with nearly 20 years of experience, focusing on the third-party space for the last decade.
Her dedication to assisting mortgage brokers in building successful, sustainable businesses through her role as outsource Financial's Head of Training and Education, is inspiring.
Heather has spearheaded transformative initiatives, including revamping mentoring programs and introducing innovative educational offerings. She has been instrumental in empowering mortgage brokers and administrative staff through tailored mentoring programs and weekly learning sessions.
Heather's passion for education aligns perfectly with our show's ethos, as we believe that education is key to empowerment. Our own team at Smart Business Solutions can attest firsthand to her training excellence.
In today's episode, we'll delve into Heather's journey in the finance industry, her insights on leadership and business growth, and the importance of continuous learning for everyone in the business regardless of their role.

Welcome to The Accountant That Builds, a workshop style business and finance podcast focused on providing actionable advice to empower individuals and business owners to build lives and businesses they really love.

When host Shannon Smit decided to start her own accounting and business advisory firm, she had a vision from the beginning. With a career spanning global firms in New York, Prague, Amsterdam and Melbourne, Shannon chose to forgo a partner position at a Big 4 firm in New York, in favour of setting up a globally minded, local approach firm offering strategic tax, business and financial advisory in her local region, Mornington Peninsula. She wanted to give local business owners access an advisor with extensive global expertise, without having to travel to the city.  17 years on, and she’s got stories to tell about business and wealth building! Are you ready to build your business and your wealth?  

www.smartbusinesssolutions.com.au/podcast

Welcome to The Accountant That Builds, a workshop style business and finance podcast focused on providing actionable advice to empower individuals and business owners to build lives and businesses they really love.
When host Shannon Smit decided to start her own accounting and business advisory firm, she had a vision from the beginning. With a career spanning global firms in New York, Prague, Amsterdam and Melbourne, Shannon chose to forgo a partner position at a Big 4 firm in New York, in favour of setting up a globally minded, local approach firm offering strategic tax, business and financial advisory in her local region, Mornington Peninsula. She wanted to give local business owners access an advisor with extensive global expertise, without having to travel to the city.  17 years on, and she’s got stories to tell about business and wealth building! Are you ready to build your business and your wealth?  
<a href="https://www.smartbusinesssolutions.com.au/podcast/">www.smartbusinesssolutions.com.au/podcast</a>

The Accountant That Builds

Welcome to The Accountant That Builds, a workshop style business and finance podcast focused on providing actionable advice to empower individuals and business owners to build lives and businesses they really love.

When host Shannon Smit decided to start her own accounting and business advisory firm, she had a vision from the beginning. With a career spanning global firms in New York, Prague, Amsterdam and Melbourne, Shannon chose to forgo a partner position at a Big 4 firm in New York, in favour of setting up a globally minded, local approach firm offering strategic tax, business and financial advisory in her local region, Mornington Peninsula. She wanted to give local business owners access an advisor with extensive global expertise, without having to travel to the city.

17 years on, and she’s got stories to tell about business and wealth building! Are you ready to build your business and your wealth?  

Welcome to The Accountant That Builds, a workshop style business and finance podcast focused on providing actionable advice to empower individuals and business owners to build lives and businesses they really love.
When host Shannon Smit decided to start her own accounting and business advisory firm, she had a vision from the beginning. With a career spanning global firms in New York, Prague, Amsterdam and Melbourne, Shannon chose to forgo a partner position at a Big 4 firm in New York, in favour of setting up a globally minded, local approach firm offering strategic tax, business and financial advisory in her local region, Mornington Peninsula. She wanted to give local business owners access an advisor with extensive global expertise, without having to travel to the city.
17 years on, and she’s got stories to tell about business and wealth building! Are you ready to build your business and your wealth?

How to Attract, Mentor and Keep Great Staff

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 wealth transfer, focusing on estate planning, tax liabilities, and how Baby Boomers are increasingly offering financial support to their families during their lifetimes. She explains the often-overlooked 17% tax on inherited superannuation and emphasises the importance of tools like testamentary trusts to protect family wealth from divorce settlements and creditors.Shannon also explores investment and education bonds, which have evolved into tax-efficient strategies for multi-generational wealth transfer. These bonds allow for tax-free growth over 10 years, offering flexibility and security for both current and future generations. By planning early and carefully, Baby Boomers can minimise tax burdens and ensure their hard-earned wealth benefits their families for years to come.

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 wealth transfer, focusing on estate planning, tax liabilities, and how Baby Boomers are increasingly offering financial support to their families during their lifetimes. She explains the often-overlooked 17% tax on inherited superannuation and emphasises the importance of tools like testamentary trusts to protect family wealth from divorce settlements and creditors.Shannon also explores investment and education bonds, which have evolved into tax-efficient strategies for multi-generational wealth transfer. These bonds allow for tax-free growth over 10 years, offering flexibility and security for both current and future generations. By planning early and carefully, Baby Boomers can minimise tax burdens and ensure their hard-earned wealth benefits their families for years to come.

Baby Boomers & The Great Wealth Transfer

On the Accountant That Builds podcast, we welcome David Jenyns, founder of Systemology.

We wanted to chat with Dave as we recognise that one of the biggest missing pieces to grow a small and medium sized business to the next level is understanding HOW you can do it. 

Systemology is a gamechanger in helping businesses create processes for simple, repeatable tasks so you can free up time to focus on revenue generating tasks. 

At Smart, we implemented Systemology and SystemHUB into our operations a number of years ago, and it has absolutely been a gamechanger to help streamline everything from operations and procedures, for admin, accounting, marketing and everything in between. 

Dave has worked out how to integrate AI into businesses so that it’s achievable and easy to understand, helping businesses spend time on more strategic, revenue-generating activities rather than being bogged down in operations. 

Today, David’s mission is to free all business owners worldwide from the daily operations of running their businesses.

Dave spends most of his time supporting the growing community of certified SYSTEMologists as they help business owners implement SYSTEMology across the globe.

He also delivers workshops, and keynote addresses and hosts his own popular podcast – Business Processes Simplified. Find out more about SYSTEMology here: https://www.systemology.com/

On the Accountant That Builds podcast, we welcome David Jenyns, founder of Systemology.
We wanted to chat with Dave as we recognise that one of the biggest missing pieces to grow a small and medium sized business to the next level is understanding HOW you can do it. 
Systemology is a gamechanger in helping businesses create processes for simple, repeatable tasks so you can free up time to focus on revenue generating tasks. 
At Smart, we implemented Systemology and SystemHUB into our operations a number of years ago, and it has absolutely been a gamechanger to help streamline everything from operations and procedures, for admin, accounting, marketing and everything in between. 
Dave has worked out how to integrate AI into businesses so that it’s achievable and easy to understand, helping businesses spend time on more strategic, revenue-generating activities rather than being bogged down in operations. 
Today, David’s mission is to free all business owners worldwide from the daily operations of running their businesses.
Dave spends most of his time supporting the growing community of certified SYSTEMologists as they help business owners implement SYSTEMology across the globe.
He also delivers workshops, and keynote addresses and hosts his own popular podcast – Business Processes Simplified. Find out more about SYSTEMology here: <a href="https://url.au.m.mimecastprotect.com/s/wANZCBNW6vHW7gLiz6R1H?domain=systemology.com/" data-saferedirecturl="https://www.google.com/url?q=https://url.au.m.mimecastprotect.com/s/wANZCBNW6vHW7gLiz6R1H?domain%3Dsystemology.com/&amp;source=gmail&amp;ust=1723528589768000&amp;usg=AOvVaw3m7LouBZcFpzma-EamClNG">https://www.systemology.com/</a>

Process Perfection: Crafting a Lean, Agile Business with Systems

Trigger Warning: This episode discusses issues around mental health and suicide.



Today we’re talking mental health in the workplace, with guest Mick Simmons, founder of Mental Health Safety Net, a local grass-roots organisation dedicated to providing suicide awareness training to workplaces and schools.

According to the Australian Bureau of Statistics (ABS) and other mental health organizations, approximately 45% of Australians will experience a mental health condition in their lifetime. This statistic highlights the significant impact mental health issues have on the population, underscoring the importance of awareness, support, and treatment options.

Mick Simmons, a London native, had the privilege of studying in Switzerland before settling in Australia 30 years ago. His professional journey began in hospitality, eventually leading him to teach cookery at Chisholm Rosebud.

His own experiences with mental health struggles led him to dedicating himself to addressing mental health, first working with a charity to reduce mental health struggles in men of all trades, then transitioning to tapping into his education background, educating young people on suicide prevention.

In this podcast, Mick shares some candid stories and why education and awareness is key to happier, healthier and more well balanced individuals.

For Mick, it starts with the young people who will become the next generation of professionals and workers who are better versed in looking out for each other in the face of a mental health struggle.



NOTE: If you or anyone you know are struggling with mental health, we recommend you reach out to www.beyondblue.org.au

Trigger Warning: This episode discusses issues around mental health and suicide.
 
Today we’re talking mental health in the workplace, with guest Mick Simmons, founder of Mental Health Safety Net, a local grass-roots organisation dedicated to providing suicide awareness training to workplaces and schools.
According to the Australian Bureau of Statistics (ABS) and other mental health organizations, approximately 45% of Australians will experience a mental health condition in their lifetime. This statistic highlights the significant impact mental health issues have on the population, underscoring the importance of awareness, support, and treatment options.
Mick Simmons, a London native, had the privilege of studying in Switzerland before settling in Australia 30 years ago. His professional journey began in hospitality, eventually leading him to teach cookery at Chisholm Rosebud.
His own experiences with mental health struggles led him to dedicating himself to addressing mental health, first working with a charity to reduce mental health struggles in men of all trades, then transitioning to tapping into his education background, educating young people on suicide prevention.
In this podcast, Mick shares some candid stories and why education and awareness is key to happier, healthier and more well balanced individuals.
For Mick, it starts with the young people who will become the next generation of professionals and workers who are better versed in looking out for each other in the face of a mental health struggle.
 
NOTE: If you or anyone you know are struggling with mental health, we recommend you reach out to <a href="http://www.beyondblue.org.au/" data-saferedirecturl="https://www.google.com/url?q=http://www.beyondblue.org.au&amp;source=gmail&amp;ust=1719444008599000&amp;usg=AOvVaw1VWKNOI9tLIlrbTNgrYk48">www.beyondblue.org.au</a>

How to Attract, Mentor and Keep Great Staff

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