by LBWCA | Oct 20, 2026 | SMSF
If you’re managing an SMSF in Geelong and property forms part of your investment strategy, there has been an important change to the borrowing rules you need to know about. From 10 August 2026, self-managed super funds (SMSFs) can generally no longer enter...
by LBWCA | Aug 6, 2025 | SMSF
Many self-managed super fund (SMSF) trustees now use exchange-traded funds (ETFs) to grow their portfolios. A large number of these trustees work with Geelong financial advisors at LBW to help guide their ETF choices and structure their funds. Recent data shows...
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...
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