by LBWCA | Oct 30, 2023 | Financial Planning
Whatever your stage of life, visiting a financial advisor can be a crucial step towards financial freedom and peace of mind. But once you have made the decision – and the appointment – what next? What do you need to prepare for your first meeting? Is the onus all on...
by LBWCA | Sep 24, 2023 | Financial Planning
So, you’re thinking of speaking to a financial advisor? Congratulations! This could be one of the best decisions you make right now for future-you. But what should you expect from a financial advisor? What should they be providing – initially and moving forward? ...
by LBWCA | Aug 28, 2023 | Accounting, SMSF
Self-managed super funds (SMSFs) are getting a lot of airplay lately as an excellent way to grow wealth for retirement. In fact, SMSFs are the fastest growing super sector in Australia. But is setting up a self-managed super fund the right path for growing your...
by LBWCA | Dec 22, 2021 | Accounting
ATO – IMPORTANT INFORMATION Warning – ATO attack on professionals The ATO has finally released its final version of the ATO approach on allocation of professional firm profits (PCG 2021/4) just days before the Christmas break with a start date of 1 July...
by LBWCA | May 8, 2021 | Business
The video features Troy Smith, IOOF Senior Technical and Regulatory Change Manager, and provides clients with a high-level overview of the proposed changes referring them to the Client Summary Fact Sheet for more information. Federal Budget 2021 Fact Sheet...
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