Shannon talks about how she first fell in love with SMSFs after undertaking a property development through a 13.22C unit trust in her own fund and some of the many technical strategies she’s dealt with for clients since then.

She discusses how being able to offer clients a holistic planning service across financial advice, accounting and mortgage lending has been a significant competitive advantage and some of the other unique elements of her business.

With Smarter Business Solutions primarily focused on business owners in their 30s and 40s, Shannon highlights some of the unique aspects to servicing this demographic and the types of strategies that work for these clients.