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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.

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Death is hard, make death admin easy with the Critical Info Platform. 

It’s a simple, secure system that helps you prepare and share your legacy, wishes and personal paperwork.

It’s packed with prompts, guides and even a To Do List to help you easily gather critical information for a complete end-of-life plan.

Leave behind a legacy, not a mess.

Sign up now to your free trial at critical info.com.au

No credit card needed.

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.

SUPPORT SERVICES
If you're feeling overwhelmed by grief, find support through our resources and bereavement services here.

Christmas is on its way, and you’d be the Grinch of good planning if you skipped this one!

How about giving the gift of peace of mind with a Critical Info Plan?

You can even wear it proud with a Don’t Be Caught Dead t-shirt.

Or, if you’re in Melbourne, book me to host your very own Don’t Be Caught Dead Pub Quiz!

Shop online at criticalinfo.com.au give me a call on 0419 883 443.

Support the show

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.

Contact Catherine

Business Website
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LinkedIn Business Page: : https://www.linkedin.com/company/critical-info
LinkedIn Profile: https://www.linkedin.com/in/catherine-ashton-73254528/

Podcast Editor: www.livvimedia.com.au

Music composer: Ania Reynolds - https://www.aniareynolds.com/