News + Insights

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

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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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...
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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...
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Community
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...
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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...
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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...
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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 ...
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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...
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Business advisory Business
business accountant
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...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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. ...
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LBW News
Changes in our Financial Planning Division
LBW Business + Wealth Advisors are excited to announce that today we commence using our own Australian Financial Service...
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Accounting
ATO - Important Information
ATO – IMPORTANT INFORMATION Warning – ATO attack on professionals The ATO has finally released its final ver...
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Business
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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Accounting & Tax Business
Proposed Victorian Stamp Duty Changes
The Victorian Government has announced that stamp duty (land transfer duty) will be abolished for first-home buyers purc...
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Community LBW News
LBW Supporting Geelong Business with the Geelong Business Excellence Awards
Geelong is Business. Business is Geelong. Geelong has a thriving business community. At LBW Business + Wealth Advisors, ...
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COVID
JobKeeper Instructions - Identify Employees to ATO
These instructions relate to businesses that do not have STP and JobKeeper enabled payroll systems. Below are some instr...
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COVID
COVID-19 Resources
COVID -19 RESOURCES AND ASSISTANCE SUMMARY FOR INDIVIDUALS AND SMALL TO MEDIUM BUSINESSES (Last updated 11/9/2020) The i...
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COVID
JobKeeper Enrolment and Application Process
Information recently released from the ATO (accessible here as well) now provides some clarity about the process to acce...
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