As the Government encourages Australians to take responsibility for and reach their retirement goals, a majority of Australians are now required to choose their own superannuation funds.

Self Managed Superannuation Funds (SMSF) are probably the most popular means of saving for retirement (especially if you have your own business). It allows you to take control of your investment strategy (e.g. direct property investments), reduce tax and control administration costs.

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LBW Chartered Accountants specialises in providing tailored tax solutions. We have considerable experience in providing tax advice to a wide range of entities whether it be individuals, family businesses or multinational companies.

In the current business environment, tax can be a major cost to your business. We will work with you to minimise tax and achieve your key objectives.

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LBW Financial Planning was established in July 2005 and since then has gone from strength to strength as more and more clients realise the importance of the role planning plays in achieving their financial goals. LBW Financial Planning Pty Ltd is 100% owned by LBW Chartered Accountants, and are an Authorised Representative of Lonsdale Financial Group Limited, AFSL 246934.

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LBW realise the importance of effective tax planning and work with you to achieve your business goals and ensure your statutory obligations are met.

Why choose LBW Business Advisory Services?

LBW Chartered Accountants is one of Geelong’s largest and most reputable accounting firms which has been serving the business community for over 25 years.

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LBW Chartered Accountants is experienced in the audit of all types of organisationsin different industries. We also audit public sector and not-for-profit organisations such as local councils, co-operatives, indigenous organisations, charities, foundations, professional associations and trusts.

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As business owners plan to retire from their business, to ensure the long term success of the business, it is critical to establish a well designed succession plan. Co-ordination of the transition of your business to your successors can be an arduous process. However, with LBW Chartered Accountants years of experience we can address the complex issues of business continuation, taking the stress off your shoulders.

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Whilst these two services appear markedly different it is more often the case that the two are delivered in conjunction with each other.

The term Forensic essentially refers to the application of a specific specialist skillset in the investigation and reporting of evidence for use in civil legal dispute resolution or criminal matters.

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As unpleasant as the task is, estate planning is one of the necessities of life. It allows peace of mind knowing your hard earned assets will be dealt with in the manner you choose.

At LBW Chartered Accountants we are experienced in estate planning and administration, and can provide tax guidance your family will need in a difficult time.

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At LBW we aim to provide timely competitive solutions to high net wealth families across a wide range of issues, not just accounting in the traditional sense.

What do we mean by Family Office Services?

At LBW we believe that the ‘Family Office’ really means not just the provision of coordinated services across wealth, tax, investment and planning solutions but having those services integrated on the Australian Landscape.

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