PERSONAL WEALTH | Self Managed Super Funds
Live your best life + enjoy financial freedom
Having the freedom to retire early is a common goal among career-driven people, but building enough wealth to comfortably move on to the next phase in life can be challenging.
Talking to LBW’s SMSF team and taking action now may be the best financial choice you make to reach financial freedom.
At LBW, we help you utilise your superannuation effectively in alternative ways. A self-managed super fund leverages the tax benefits of super while giving you flexibility and control for one of your most important wealth assets.
LBW’s expert SMSF team guides you through the entire process, from SMSF setup through to investment advice, taxation planning and retirement strategies.
How LBW can help you with a personalised SMSF strategy
Independent Approach
We take a tailored approach to each SMSF client, providing clear insights, information, and a strategy that works for you and your situation.
Control
Take control of your wealth management. Partnering with LBW puts your hard-earned superannuation to work in the most effective way possible.
Goal-orientated
Our mission is to help you achieve your goals, faster. We take the time to build a relationship with you, understand your future aspirations, and provide solutions to help you reach them.
Peace of mind
Working with LBW gives you confidence knowing that you are taking the right steps towards living your best life.
SMSF services
SMSF set up
SMSF audit
Contribution planning strategies
Compliance and investment advice
Full fund administration
Annual compliance obligations
Preparation of financial statements and member statements
Pension and retirement planning strategies
Let’s chat about your financial goals for life
Meet Our SMSF team
Simon Flowers
Principal
Cathryn Walley
Associate Principal
Discover your wealth potential. Start the journey with LBW today.
LBW clients enjoy the ease, security and having everything in one place with the LBW App.
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General Advice Warning
The information provided is general in nature. It has been prepared without talking into account any of your individual objectives, financial situation or needs. Before acting on this advice you should consider the appropriateness of the advice, having regard to your own objectives, financial situation and needs. This web site is intended for Australian Residents only.
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