by LBWCA | Mar 28, 2024 | Financial Planning, Estate Planning
As Geelong financial advisor, we think a lot about the future. And we want you to think about the future, too. Specifically, we want you to think about planning for retirement now. As you navigate your late thirties, forties, and early fifties, it is essential to...
by LBWCA | Nov 24, 2023 | Accounting & Tax, Accounting & Tax
With the silly season well and truly upon us, many businesses are looking to recognise and reward their staff’s efforts with a Christmas Party. This can be a great way to bring the team together and to celebrate successes in an informal and festive way. It’s important...
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 | Mar 8, 2020 | Accounting, Accounting & Tax
Self-employed clients, and those who receive a significant component of their gross earnings via bonus or incentive payments, should have their policies reviewed by their advisor with urgency as pending insurance changes confirm that new Agreed Income Protection...
by LBWCA | Oct 8, 2019 | Accounting, Accounting & Tax
The new accounting standard for leases has recently been introduced. This has resulted in a change in the accounting treatment of leases which will affect your organisation if you have: Any type of operating lease agreement including but not limited to:A lease...
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