Smart Financial

Our annual Client 'Thank You' Night has officially become one of our favourite nights of the year.

It's our chance to celebrate the relationships we've built with our clients over the years, say thank you for the trust, and a chance to share practical insights, while also enjoying a meal together.

If you're a client, it's time to RSVP, so give us a call on 02 4295 3331. We’re looking forward to seeing you.

Read more about our Client ‘Thank you’ Night on our website via the link below.

Read more on our website via the link below:
https://smartfinancial.com.au/2026/08/11/2846/

What a hoot! A little bit of fun unfolded out front of Smart Financial thanks to the i98FM breakfast crew, Christian and Bella, hosting a live broadcast from their couch on the corner of our building this morning.

Not only are they great at what they do, great community advocates, but of course, they’re great people as well.

Thanks for bringing an extra buzz of energy to our morning, i98 FM

As the latest tax reforms continue to reshape the financial landscape, it’s important to be aware that a structure or strategy that was suitable several years ago may no longer provide the same benefits under today’s rules.

Chartered Accountant, Theresa Atlee and Assistant Amber Rooke, often help clients review business structures to ensure they remain fit for purpose, both today and into the future.

Get in touch to arrange a proactive conversation rather than a reactive one. Call 02 4295 3331

Read more on our website via the link below.

https://smartfinancial.com.au/2026/08/03/navigating-the-new-tax-reform/

An exciting new chapter begins for our client, Grant, joined by his wife Karen, who retired this month after an incredible 40+ year career at BlueScope.

It’s always so rewarding to celebrate these special milestones with clients who we’ve walked alongside over many years, to help get them where they want to go.

We’ve looked after many BlueScope retirees and it’s always great to see them enjoy this next chapter of their lives.

A sweet postcard from Turkey ~ is just one of the best parts of what we do, seeing how the plans we put in place help our clients enjoy the things they’ve worked hard for, including overseas adventures.

And It means a lot to us that they think of their financial advisers while they’re off having so much fun.

✈️🌎🧳

Congratulations to our Adviser, Nathan and his wife and family who recently welcomed their third healthy baby into the world.

These special milestones remind us of the responsibility we have to see our clients are set up for now and into the future, to ensure their most precious assets are protected and safe to grow.