News + Insights

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

LBW BWA Plusses no border large

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.

Filter by

Superannuation changes

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

Australia will introduce several superannuation changes from July 1st, 2025. These changes aim to improve long-term savi...

Financial Planning

Investment diversification

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

Markets move in ways no one can fully predict. Some investments rise, others fall. For that reason, investment diversifi...

Financial Planning

Woman works on her finances superannuation contributions

Your June 30 guide to superannuation contributions

The end of the financial year is fast approaching, making now the ideal time to review your super. Even small additional...

Personal Wealth Accounting Accounting & Tax Accounting & Tax Accounting & Tax Financial Planning Financial Planning

diversified ETFs

How diversified ETFs can simplify your investment plan

Superannuation contribution

Home is where the super is for many Australians

Financial Planning Financial Planning

Investment strategy

The end of hybrids. What it means for your investment strategy

Financial markets are constantly fluctuating, and whilst some changes happen quietly, they can still affect investors. T...

Financial Planning

portfolio investments

3 portfolio investment tips for long-term growth from a Geelong financial advisor

Investing is a long-term game, and making informed decisions today can set you up for financial success in the future. W...

Accounting & Tax

tax advice

Our Geelong tax accountant explains tax strategies for property investments

Buying and selling property can be a great investment to grow your wealth. However, it’s important to keep in mind...

Financial Planning

geelong financial advisor

Fall in love with your future with advice from a Geelong financial planner

Feeling stressed about money? You are not alone. With the right guidance from a Geelong financial planner, managing your...

Financial Planning SMSF

retirement funds

Building your retirement plan: How much should you save for a comfortable future?

The key to enjoying a fulfilling and stress-free retirement begins with a well-structured retirement plan. But how much ...

Financial Planning

dollar-cost averaging

Investing the right way: Discover Dollar-Cost Averaging

Having an investment is an effective way to build your wealth over time. If you’re part of a managed superannuation fu...

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 with a financial wealth advisor

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

Accounting & Tax Business

Geelong business accountants LBW

4 common tax mistakes your small business should avoid from a Geelong 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...

Subscribe for the latest news + updates

Subscribe

Explore our services

Accounting & Tax Consulting For Businesses
Work with our trusted business tax accountants to manage tax compliance, strategy, and planning. Free up your time while keeping your business on track.

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

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

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

Learn more »

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

Learn more »
SMSF
Independent approach to utilising superannuation to develop wealth creation.

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

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

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

Learn more »

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

LBW BWA Plusses no border large