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Getting advice on your self-managed super fund from a Geelong Financial Adviser 

Getting advice on your self-managed super fund from a Geelong Financial Adviser 

by LBWCA | Jul 15, 2025 | SMSF

Australia’s self-managed super fund (SMSF) sector is growing rapidly. In fact, many Australians are choosing to open a SMSF to take more control of their retirement. By the end of 2024, total self-managed super fund assets exceeded $1 trillion.  As a result, this...
Superannuation changes from July 1st 2025: What to know and how to prepare 

Superannuation changes from July 1st 2025: What to know and how to prepare 

by LBWCA | Jul 1, 2025 | Accounting

Australia will introduce several superannuation changes from July 1st, 2025. These changes aim to improve long-term savings for retirement. Some rules will take effect from that date. Others, however, will remain proposed awaiting approval.  In this blog, we will...
Investment diversification: Why spreading your money helps you stay on track

Investment diversification: Why spreading your money helps you stay on track

by LBWCA | Jun 9, 2025 | Financial Planning

Markets move in ways no one can fully predict. Some investments rise, others fall. For that reason, investment diversification is crucial. It means spreading your money across many different types of investments.   In this blog, you’ll learn how investment...
Your June 30 guide to superannuation contributions

Your June 30 guide to superannuation contributions

by LBWCA | Jun 4, 2025 | Financial Planning

The end of the financial year is fast approaching, making now the ideal time to review your super. Even small additional contributions before 30 June can make a big difference to your retirement savings over time, thanks to the power of compounding returns.  This...
How diversified ETFs can simplify your investment plan

How diversified ETFs can simplify your investment plan

by LBWCA | May 1, 2025 | Personal Wealth, Accounting, Accounting & Tax, Accounting & Tax, Accounting & Tax, Financial Planning, Financial Planning

With so many ETFs listed on the Australian stock market, choosing the right one can feel overwhelming. Many ETFs focus on a single asset type, like Australian shares or overseas bonds. If you only invest in one type of investment, there’s more risk. That’s why...
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