Financial Planning

Making Impossible Financial Dreams Possible

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...

Do you have an investment strategy?

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...

Things to do prior to 30 June

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...

Things to Check Prior 30 June

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...

Changes to the Commonwealth Seniors Health Care Card

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...

Telstra Shares

by LBWCA | Apr 22, 2014 | Financial Planning, Personal Wealth

Did you know Telstra listed on the ASX back in November 1997? Many clients own Telstra shares and it has been pleasing to see the share price increase in recent years. This month Telstra announced a off-market share buyback of up to $1b of Telstra shares and clients...