August 10, 2021 . 3 minutes read

3 Financial things that will make a huge difference in your financial life

After helping thousands of clients over the past 30years, there's 3 key things we believe you will benefit from doing in the next month.

1. How to never, ever miss out on a tax deduction

Many people miss out on tax deductions, every year, because they:

  • Lose receipts
  • Forget about payments they make
  • Don’t thoroughly review their records at tax time

We can now give you something that fixes this, for good. We guarantee it!

If you are interested in using our new SHB Wealth App please CLICK HERE now for full details.

Tracking your spending on tax deductible items has never been easier with live feeds from your bank accounts straight to your Personal Wealth Portal, and tools to ensure that you never miss a tax deduction again.

Plus – it’s as simple as clicking one button at tax time to provide us with everything you need to give us for your tax return. Amazing – and available right now.

2. Your Financial World – Sorted!

If anything bad happened to you – would your spouse / partner / family know how to find and understand your financial life?

Would you like to get financially sorted? Bring your entire financial world into one place with real-time data feeds on all of your property, loans, super, investments, wills, insurance, banking and tax. You can easily see everything you need at once.

With all of your financial information securely stored in the cloud for easy access, you'll never have to hunt through spreadsheets and filing cabinets again. And with access available on any device, at any time, keeping on top of everything will be easy.

Knowing where you are financially is the starting point to growing your wealth, and making better decisions now so you can having an amazing financial future.

3. Where can your Important Papers and Passwords / Logins be found in case something happens to you?

Taking time to organise your important papers and records may be the best investment you ever make. It is important for all responsible members of the household and designated family members who live elsewhere, to know where papers or records are kept and who to contact for advice in case of an emergency.

Store all of your documents securely with the SHB Wealth App – available to be accessed by you, your spouse or partner, and anyone else you decide to grant access to – your adult children, your parents, or other trusted family members.

Our extraordinary team are here to help you. Please ring us on 03 55 618 618 or email us at for help from the SHB Team anytime.

We love helping you make smarter decisions now so you can have a beautiful future!

    Share this article
Related Articles

NDIS 2022/23 Price Guide Released

With barely a week left in the financial year, the NDIA have just released the 2022-23 Price Guide. Most supports will see the biggest increase in pricing ...
22 June 2022 . 1 minute read

Tax Tips for Trusts

Whether you have a trust set up for investment or business purposes, there are some common elements to getting ready for the trust’s tax return. ...
17 June 2022 . 2 minutes read

Subscribe to our Newsletter!

Receive regular news and views to keep up-to-date