News + Insights

Stay up-to-date with industry insights and what’s happening at LBW.

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NEWS + INSIGHTS

Stay up to date and informed with industry insights and key news from our Geelong financial advisors and accountants.

We believe in offering expert financial advice and accounting services in Geelong. We also believe in empowering people to make smart financial decisions. These insights draw together our latest thinking on the issues that matter most to us and our local community.

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Financial Planning

wealth advisors

Keeping your cash flow steady during the holidays

The festive season often brings a surge in shopping and preparations, fuelling market activity. Yet not all businesses e...

Financial Planning Estate Planning Individual Tax Returns SMSF

Mapping success: The role of a financial advisor in achieving your goals

Have you ever thought about where you want to be years from now? Whether you’re advancing in your career, making inves...

Financial Planning

financial advice

6 pieces of financial advice for retirement

Many people dream of a richer retirement, but it doesn’t happen by chance—you have to work towards it. Thankfully wi...

Business advisory

business valuation

When should you consider a business valuation?

As a business owner, knowing the value of your business is essential. However, the process of business valuation is deta...

Celebrating Local Business Excellence: LBW's Commitment to Geelong's Success

At LBW Business + Wealth Advisors, our passion for supporting local businesses runs deep. As a leading accounting and bu...

Accounting Financial Planning

LBW Financial Wealth Advisor

Planning for success: how to set financial goals

For most of us, financial success doesn’t happen on its own or overnight. Individuals who achieve financial success of...

Accounting & Tax Business

LBW business accountant

4 common tax mistakes your small business should avoid from a business accountant

Tax season usually means extra work for small business owners, but this stress can be exacerbated if you’re making com...

Geelong Community Foundation

Maximise Your Charitable Giving with Geelong Community Foundation this EOFY

As the end of the financial year approaches on 30 June, everyone should consider the tax advantages of charitable giving...

Accounting & Tax

financial audit

Financial audit guide for businesses

Financial auditing can seem daunting for a business of any size, but it doesn’t need to be a stressful process. Auditi...

Accounting & Tax

business accountant

Four ways a business accountant can help you with EOFY

The end of financial year (EOFY) can be a particularly busy time for business owners, as tax time tasks are added to you...

Accounting & Tax Accounting & Tax Business Business advisory

geelong accountant

Must-do Tips to Prepare Your Business for Tax Season

End of financial year is fast approaching, and now is an ideal time to get organised ahead of the busy tax season. Your ...

Accounting & Tax LBW News

Federal Budget 2024-25: What you need to know

Treasurer Jim Chalmers handed down the 2024-25 Federal Budget last night, forecasting a surplus of $9.3 billion this fin...

Business advisory Business

Four Reasons your Business Needs a Business Accountant

Many business owners are the captain of the ship for most, if not all, aspects of your business. You will handle a varie...

Accounting & Tax Accounting Accounting & Tax Business advisory

Choosing the Right Geelong Business Accountant: Your Key to Sustainable Growth

Are you a business owner in Geelong or the wider Victorian area seeking professional accounting services tailored to you...

Financial Planning Estate Planning

Retirement planning

Secure your future: The importance of early retirement planning

As Geelong financial advisor, we think a lot about the future. And we want you to think about the future, too. Specifica...

Business advisory

Unlocking success: Five reasons why small businesses need accountants

If you are a small business owner, you will know that the title comes with numerous hats, some more comfortable than oth...

Business advisory

Exchange traded funds

Diversify and thrive: The benefits of Exchange Traded Funds (ETFs)

Claimed by the Financial Review late last year to be one of the ‘biggest investment trends of the decade’, the excha...

Accounting & Tax Accounting & Tax

Christmas

Christmas accounting – your XMAS FBT guide!

With the silly season well and truly upon us, many businesses are looking to recognise and reward their staff’s effort...

Financial Planning

financial advisor

How to prepare for your first meeting with a financial advisor

Whatever your stage of life, visiting a financial advisor can be a crucial step towards financial freedom and peace of m...

Financial Planning

financial advisor

5 key expectations of a financial advisor

So, you’re thinking of speaking to a financial advisor? Congratulations! This could be one of the best decisions you m...

Accounting SMSF

Self-Managed Super Fund

The Pros and Cons of a Self-Managed Super Fund (SMSF)

Self-managed super funds (SMSFs) are getting a lot of airplay lately as an excellent way to grow wealth for retirement. ...

Changes in our Financial Planning Division

LBW Business + Wealth Advisors are excited to announce that today we commence using our own Australian Financial Service...

ATO - Important Information

ATO – IMPORTANT INFORMATION Warning – ATO attack on professionals The ATO has finally released its final ver...

opportunities

Federal Budget 2021/2022

The video features Troy Smith, IOOF Senior Technical and Regulatory Change Manager, and provides clients with a high-lev...

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Explore our services

Accounting & Tax Consulting For Businesses
Dynamic, up-to-date compliance and strategic services for effective tax planning that supports sustainable business growth.

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Business Advisory
We provide proactive insights, tactical advice, and explore opportunities to help your business grow.

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Audit & Assurance
A deep dive into your business practices and finances to identify and mitigate risk.

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Business Valuations & Forensic Accounting
Accuracy and assurance matched with expertise and experience. LBW provides peace of mind during complex financial matters.

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Financial Planning
Gain a trusted personal wealth partner to help you make better financial choices now, for a better financial future tomorrow.

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SMSF
Independent approach to utilising superannuation to develop wealth creation.

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Estate Planning
LBW provides guidance and understanding throughout the estate planning process.

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Family Office
Secure, manage, and capitalise the wealth you and your family have worked hard for.

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Individual Tax Returns
Maximise your return with LBW and implement strategies to be as tax-effective as possible.

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Get in touch to explore your opportunities with an LBW expert and discover your journey to a better financial future.

Or call us on 5221 6111

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