Self Managed Super Fund (SMSF) Accountants

Take control of your wealth management, investment strategy, reduce tax and control administration costs with an LBW SMSF accountant.

SMSFs are one of the most popular means of saving for retirement, especially if you have your own business. SMSF’s allow you to take control of your wealth management, investment strategy, reduce tax and control administration costs.

Once you have an SMSF set up, you can reap many benefits.  These include: 

  • Investment choice and control
  • Flexibility to retirement and beyond
  • Tax effectiveness
  • Family retirement vehicle
  • Active participation in Wealth management of the fund
  • More control over estate planning

Our SMSF team are experts in the delicate and complex area of superannuation law and can take care of the SMSF set up paperwork to ensure your legal requirements are met.

We provide you with proactive and personalised planning, expert advice and a range of super options to consider depending on your retirement goals and phase of life.

With our services you can choose to fully manage your own investment portfolio or engage LBW Financial Planning to assist with the investment and wealth management of your fund. If you already have a financial planner, we can work together to assist in the administration and management of your SMSF.

As your SMSF accountants, we are committed to providing you with appropriate advice, regardless of your super position, to ensure you implement effective wealth management strategies and continue to build substantial super benefits for a comfortable retirement.

Our services include:

  • SMSF set up
  • Full fund administration
  • Preparation of financial statements and member statements
  • LBW attends all of your fund’s annual compliance
  • SMSF Audit
  • Compliance and investment advice
  • Taxation planning advice
  • Pension and retirement planning strategies

We offer a simple and cost effective SMSF set-up and ongoing management of your fund.  Speak directly to our SMSF accountant team for support with whether SMSF set up is right for you.

Get In Touch and make your appointment today to speak with Simon Flowers, Cathryn Walley or Matthew Grapsas from LBW Business + Wealth Advisors on (03) 5221 6111 to discuss your superannuation future.

Matthew Grapsas, Simon Flowers and Cathy Walley are Authorised Representatives of Lonsdale Financial Group Limited, AFSL 246934.

  

Get in Touch Today 

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LBW SMSF Accountant Team

Simon Flowers

Simon Flowers

PRINCIPAL

Simon heads up the Superannuation team and is also a specialist in tax and business advisory.

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Simon Flowers, Principal

(03) 5221 6111

Cathryn Walley

Cathryn Walley

MANAGER

 

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Cathryn Walley, Manager

(03) 5221 6111

Matthew Grapsas

Matthew Grapsas

ASSOCIATE PRINCIPAL

 

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Matthew Grapsas, Associate Principal

(03) 5221 6111