Baby Boomers & The Great Wealth Transfer
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 liabilit…
Process Perfection: Crafting a Lean, Agile Business with Systems
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 …
Beyond the Surface: A Deep Dive into Mental Health in the Workplace
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 …
Time Management Like A Boss
On the Accountant That Builds podcast, we welcome Kate Christie. Kate is Australia’s top time management expert, working with clients including BUPA, Westpac, Specsavers, L’Oreal, Women in International Security, the Department of Prime Minister and Cabinet, The European Union, and Smart Business …
How to Attract, Mentor and Keep Great Staff
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…
Is SMSF The Right Investment Strategy For You?
In this episode of The Accountant That Builds, Shannon Smit, a seasoned expert in self-managed superannuation funds (SMSFs), delves into the world of SMSFs and the wealth-building opportunities they offer. Through the lens of an accountant and a financial advisor, Shannon brings decades of knowled…
Mentoring Business Leaders So They Can Lead
In this episode of The Accountant That Builds, Shannon Smit interviews Sharon McClafferty, a business builder, consultant, presenter, and CEO at Slipstream Group. Sharon is known for her purposeful and goal-driven approach, never shying away from big, intimidating challenges. Together, Shannon an…
Rebuilding After Divorce
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 confi…
Scaling Up: 7 Strategies For Business Growth
In this episode of The Accountant The Builds, Shannon Smit constructs a roadmap for strategic business growth, focusing on building success from the ground up. She lays the foundation with seven key strategies, highlighting the importance of setting clear goals, constructing a robust business plan…
The Wealth Building Blueprint - Mastering Money & Goals
Join Shannon Smit, an expert in taxes, financial advice, and wealth building strategies, as she shares invaluable insights into setting and achieving your financial goals. Gain a deeper understanding of budgeting, managing income and expenses, and balancing immediate needs with long-term goals. Sh…