by LBWCA | Apr 18, 2025 | SMSF, SMSF
Many Australians own a home. However, selling that home can also help boost your superannuation balance. As a result, many retirees use the downsizer measure to add to their super, which can provide tax benefits and long-term financial security. How the downsizer...
by LBWCA | Jan 27, 2025 | Financial Planning, SMSF
The key to enjoying a fulfilling and stress-free retirement begins with a well-structured retirement plan. But how much should you save, and how can you be sure it will be enough? In this blog, our LBW advisors will provide valuable insights into effective retirement...
by LBWCA | Nov 25, 2024 | Financial Planning, Estate Planning, Individual Tax Returns, SMSF
Have you ever thought about where you want to be years from now? Whether you’re advancing in your career, making investments, or running a business, working with a financial advisor can help you build a secure future. What is a financial advisor? Financial...
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...
by LBWCA | Sep 2, 2016 | Personal Wealth, SMSF
Following from last month’s newsletter article we can confirm that both Houses of the Parliament have passed the budget changes and now we are just waiting on Royal Assent (which is just a mere formality) before the legislation will be enacted from 1 July 2017. The...
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