LBW Business + Wealth Advisors provides strategic advice and impactful solutions for individuals, businesses of all sizes and not-for-profit organisations. Our emphasis is on open and honest communication: the more we know about you and your business the more value we can add.

Our reputation for excellence reaches across all areas of business and we offer a complete suite of services to meet your challenges and opportunities:

 

TAX CONSULTING SERVICES

Our specialist team are ready to help you navigate the complexities of our tax system, offering strategic tax advice to suit your specific circumstances. Our goal is to develop a strong relationship with our clients to ensure our tax planning solutions meet your needs. We have extensive experience servicing individuals, SME’s and multinationals.

The regulatory tax landscape is constantly changing and the focus of the ATO is shifting to ensure all businesses pay appropriate levels of tax. We keep abreast of all legislative changes to ensure you meet your tax compliance obligations and implement effective tax planning strategies.

Your business success and growth is our priority.

LBW +

Our services include:

  • Tax planning and consulting advice
  • Income tax return preparation
  • Salary packaging advice
  • Expatriate tax services and international tax advice
  • Indirect taxes advice (stamp duty, payroll tax and land tax)
  • Capital gains tax advice
  • Goods and services tax advice
  • Monthly and quarterly BAS preparation
  • Buying and selling business advice
  • Property investment and development advice
  • Tax consolidations
  • ATO audit advice

Contact Simon Flowers or Nick Klein on (03) 5221 6111 for more details.

Simon Flowers is an Authorised Representative of Lonsdale Financial Group Limited, AFSL 246934.

BUSINESS ADVISORY SERVICES

At LBW we do more than just compliance — we develop a deep understanding of your business that enables us to identify opportunities and provide flexible solutions to help your business succeed.

Our trusted and independent advisory team has extensive commercial, strategic and financial expertise in a range of sectors and markets, to help you to achieve your business objectives. We provide the insights and support to help you measure, manage and grow your business.

LBW +

Our specialised skills provide you access to a diverse range of services, including:

  • business consulting/coaching
  • business start up
  • analysis of proposed business ventures
  • financial modelling
  • business structuring
  • analysis of financial and management reports
  • business benchmarking
  • technology solutions
  • financial statement preparation
  • statutory compliance reporting
  • cash flow forecasting
  • payroll services

Contact Richard Bull, Simon Flowers, Leigh Harry, Nick Klein or Geoff Williams on (03) 5221 6111 to find out more about our Business Advisory services.

Simon Flowers is an Authorised Representative of Lonsdale Financial Group Limited, AFSL 246934.

SELF MANAGED SUPERANNUATION FUNDS (SMSF’s)

SMSFs are one of the most popular means of saving for retirement, especially if you have your own business. They allow you to take control of your investment strategy, reduce tax and control administration costs.

Features of a private superannuation fund include:

  • Investment choice and control
  • Flexibility to retirement and beyond
  • Tax effectiveness
  • Family retirement vehicle
  • Active participation in management of the fund Estate Planning

We are experts in the delicate and complex area of superannuation law and can take care of the paperwork to ensure your legal requirements are met. We provide you with proactive and personalised planning, expert advice and a range of options to consider depending on your retirement goals and phase of life.

With our services you can choose to fully manage your own investment portfolio or engage LBW Financial Planning to assist with the investment management of your fund. If you already have a financial planner, we can work together to assist in the administration and management of your SMSF.

We are committed to providing you with the appropriate advice, regardless of your super position, to ensure you implement effective wealth management strategies and continue to build substantial superannuation benefits for a comfortable retirement.

LBW +

Our services include:

  • Establishment of SMSFs
  • Full administration of the fund
  • Preparation of financial statements
  • Preparation of regulatory returns
  • Audit of SMSFs
  • Compliance advice and investment restrictions
  • Taxation planning advice
  • Pension and retirement planning strategies

We offer a simple and cost effective set-up and ongoing management of your fund.

Contact Simon Flowers, Cathryn Walley or Matthew Grapsas from LBW Financial Planning on (03) 5221 6111 to discuss our superannuation services.

Matthew Grapsas, Simon Flowers and Cathy Walley are Authorised Representatives of Lonsdale Financial Group Limited, AFSL 246934.

LBW FINANCIAL PLANNING

LBW Financial Planning

Established in 2005, LBW Financial Planning Pty Ltd is 100 percent owned by LBW, and is an authorised representative of Lonsdale Financial Group Limited (Lonsdale), AFSL 246934. Lonsdale is only responsible for services provided under this entity and is not responsible for services relating to or associated with accounting, audit or SMSF administration.

Servicing the Geelong and surrounding areas for over 12 years, we provide some of the highest levels of expertise and service in the financial planning market.

Our client focused advisors offer tailored investment strategies to suit individual client needs and lifestyle stages, and only recommend thoroughly researched and approved investments. We are always there to ensure your plans stay on track through life’s changing circumstances.

Contact Matthew Grapsas on (03) 5221 6111 for a free initial consultation or more details on LBW Financial Planning.

Matthew Grapsas is an Authorised Representative of Lonsdale Financial Group Limited, AFSL 246934.

AUDIT AND ASSURANCE

The LBW audit team has years of experience in providing audit and assurance services with a strong emphasis on adding value.

Our audits are designed to deliver compliance services with ease for our clients - much more than just a ticking the boxes exercise. Our specialist team is committed to providing assurance in relation to compliance obligations and insights as to improvements tailored to support your business goals – all in a timely manner. A Principal is involved in all client engagements to ensure the highest quality of advice is received by all clients.

We provide audit and assurance services to a wide variety of organisations including private and public companies, not-for-profits, gaming venues, local government bodies and incorporated associations.

LBW +

Our range of services include:

  • Statutory financial statement audits
  • SMSF audits
  • Trust accounts audits
  • Acquittal audits
  • Due diligence reviews
  • Internal control reviews
  • Fraud prevention advice
  • Agreed upon procedures
  • System reviews
  • Advice on application of Australian Accounting Standards
  • Assistance in preparation of statutory financial statements

Contact Sripathy Sarma on (03) 5221 6111 if you have any queries on our Audit and Assurance services.

BUSINESS VALUATIONS AND FORENSIC ACCOUNTING

Leigh Harry and his team are experts in business valuations and forensic accounting – LBW recognise it is an area of accounting requiring a high level of knowledge and expert skill to ensure client needs are met.

Throughout the lifecycle of your business a number of events can trigger the need for a formal valuation or the appointment of a forensic accountant.

Generally, this occurs when a business is being disposed or acquired. However, a formal valuation may also be required when:

  • obtaining finance
  • settling a dispute
  • during a marriage breakdown
  • succession planning
  • admitting or removing a partner or shareholder
  • Income and Capital Gains tax issues

Our valuation reports comply with the stringent guidelines imposed by the ATO and are prepared in the approved formats for submission as evidence in court matters. Our team have the specialist skills and experience to conduct independent and professional business valuations.

The LBW team can also assist with expert witness reports to help resolve civil disputes and the investigation and reporting of fraud. We have been involved in the investigation of varied and very complex frauds and can provide independent and objective forensic accounting advice in relation to these matters, across a whole range of sectors and business types.

This area of work can also lend itself to early detection and preventative work within your business. Commercial and criminal threats to businesses are on the increase, so ensuring you have preventative strategies in place is critical. We can review your systems and provide guidance on preventative measures that can be implemented against fraud.

The team also has experience providing expert witness services in the following courts:

  • Family Court
  • Federal Circuit Court
  • Magistrates Court
  • County Court.

Contact Leigh Harry on (03) 5221 6111 to discuss how the LBW Business Valuations and Forensic Accounting team can help you.

ESTATE PLANNING

It’s often a topic no one wants to discuss but at a time of bereavement and high emotional distress, estate planning is essentially about peace of mind; knowing your assets will be managed how you want, now and into the future.

An estate plan is important for you and your beneficiaries regardless of your age. Family units are becoming increasingly complex, and for this reason estate planning has become even more critical.

Our experienced and understanding team can provide the guidance your family will need during this difficult time. We can liaise with solicitors, together with executors and trustees of your will. And for business owners, a succession plan is essential. At LBW Business + Wealth Advisors we can guide you through the process of providing business continuity.

LBW +

Estate administration services include:

  • planning of your estate and structure, superannuation and financial planning
  • confirming assets (business evaluations and appraisals, inventories)
  • assistance in obtaining approval for a grant of probate (inventory of assets)
  • assistance with documentation for estate planning, wills and power of attorney
  • protecting the asset
  • administration of taxes and debts
  • estate distribution
  • discussing benefits of testamentary trusts
  • timing of administration to the advantage of your beneficiaries

Contact Richard Bull or Simon Flowers on (03) 5221 6111 for more information on creating an estate plan tailored to your needs.

Simon Flowers is an Authorised Representative of Lonsdale Financial Group Limited, AFSL 246934.