by LBWCA | Jul 23, 2024 | Accounting, Financial Planning
For most of us, financial success doesn’t happen on its own or overnight. Individuals who achieve financial success often credit their accomplishments to the power of setting goals and making plans that support their vision. Whether your financial dreams are for your...
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 | Jul 8, 2019 | Financial Planning, Personal Wealth
Not many people actually know what Financial Advisors do. My friends and family often think I’m some form of accountant, or just some guy who knows about tax and is really passionate about the share market (which is partially true). In their simplest form, Financial...
by LBWCA | May 8, 2017 | Financial Planning, Personal Wealth
Trustee of a Self Managed Superannuation Fund? – Its time to consider your investment strategy The past months have been full of changes to the superannuation laws that have affected the self-managed super funds (funds) of many of our clients. However, a funds...
by LBWCA | Jan 20, 2017 | Personal Wealth, SMSF
For all those clients who had a strategy of contributing to superannuation the maximum amount allowed and then take a pension out of their super fund, the window of the benefits of this strategy is about to cease from 1 July 2017. From 1 July 2017 the Government has...
by LBWCA | Sep 20, 2016 | Personal Wealth, SMSF
Following from last month’s newsletter article we have obtained further information in relation to aspects of the superannuation changes that will come into effect from 1 July 2017. These clarification points relate to the government’s legislated CGT transition relief...
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