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 | Feb 9, 2016 | Financial Planning, Personal Wealth
Simon Flowers With 30 June just days away, here are some quick tips to consider: 1) Defer income and bring forward expenses2) If a small business consider any asset purchases below $20,0003) Write off all bad debts that you won’t recover4) Write off any...
by LBWCA | Jan 20, 2016 | Financial Planning, Personal Wealth
This is a reminder for everyone to check prior to 30 June 2016: Concessional Contribution – Check that you haven’t breached the $30,000 employer contributions limit (or $35,000 if you are over 50 years) if you have been salary sacrificing into super. If you do...
by LBWCA | Feb 22, 2015 | Financial Planning, Personal Wealth
We have recently heard from a few clients asking about the changes to the above card. From 1 January 2015 there has been a major change in the rules for this card being that the new rules deem income from account based income streams – these were previously exempt as...
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