PERSONAL WEALTH | Self Managed Super Funds
Live your best life and enjoy financial freedom
Having the freedom to retire early is a common goal among career-driven people, but building enough wealth to comfortably move on to the next phase in life can be challenging.
Talking to LBW’s self-managed super fund specialists and taking action now may be one of the best financial decisions you make to achieve lasting security.
A self managed super fund can provide both flexibility and control over one of your most important wealth assets. Our Geelong accountants and advisors can provide support with setup, investment advice, tax planning, and retirement strategies.
Working with an experienced Geelong financial planner can provide you with the confidence that your financial future is managed with care and expertise.
How LBW can help you with a personalised self-managed super fund strategy
Independent Approach
Every self-managed super fund client is unique. We develop strategies that work for your situation and long-term goals.
Control
Take control of your wealth management. Partnering with LBW and our Geelong accountants ensures your superannuation works effectively for your future.
Goal-orientated
Our mission is to help you reach your goals faster. We build strong relationships to understand your aspirations and develop tailored solutions to help you achieve them.
Peace of mind
Working with LBW gives you certainty that you are taking the right steps towards living your best life. Our Geelong financial planning team is committed to your success.
SMSF services
SMSF set up
SMSF audit
Contribution planning strategies
Compliance and investment advice
Full fund administration
Annual compliance obligations
Preparation of financial statements and member statements
Pension and retirement planning strategies
Let’s chat about your financial goals for life
Meet Our SMSF team
Simon Flowers
Principal
Cathryn Walley
Associate Principal
Discover your wealth potential. Start the journey with LBW today.
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General Advice Warning
The information provided is general in nature. It has been prepared without talking into account any of your individual objectives, financial situation or needs. Before acting on this advice you should consider the appropriateness of the advice, having regard to your own objectives, financial situation and needs. This web site is intended for Australian Residents only.
Links to external websites
These links have been provided with permission for information purposes only and will take you to external websites, which are not connected to LBW Financial Planning or our licensee in anyway. Note: LBW Financial Planning and our licensee does not endorse and is not responsible for the accuracy of the contents/information contained within the linked site(s) accessible from this page.