Self-Managed Super Funds (SMSF)

Utilise your superannuation to achieve financial freedom

PERSONAL WEALTH | Self Managed Super Funds

Live your best life and 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

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SMSF set up

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SMSF audit

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Contribution planning strategies

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Compliance and investment advice

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Full fund administration

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Annual compliance obligations

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Preparation of financial statements and member statements

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Pension and retirement planning strategies

Let’s chat about your financial goals for life

Meet Our SMSF team

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.

Rachael makes doing our tax so easy and really takes the hassle out of tax time. I highly recommend LBW for prompt, professional and friendly service. Geelong (if not Victoria's) number 1 accounting firm!!
Justine Frost
Justine Frost
04:40 22 Jul 21
Olivia Johnstone has been assisting me with my business taxation and family trust matters for a number of years. Absolutely knows her tax, rings you back, I can highly recommend her.
Jeannette Ernst
Jeannette Ernst
06:02 19 Jan 21
Conscientious and professional. No task too big or too small. LBW have helped me through my first two years in business and I always feel like they have my best interests at heart. Highly recommended.
Sam Watling
Sam Watling
00:45 22 Feb 20
LBW Accountants have provided friendly and professional service to our small business and our family over many years. A pleasure to work with them.
Terri Allen
Terri Allen
21:41 18 Feb 20
Ive found LBW and particularly Nick and Melissa invaluable in managing our accounting needs. There knowledge is second to none and they are always on hand to answer any questions that arise.
peter clark
peter clark
04:44 03 Feb 20
I've been going to see Ben Cannard at LBW for the last 3 years and he is by far the best accountant I've ever had. Very reasonably priced for doing two tax refund applications for me and my partner. We always get a decent refund and Ben is always professional, on time and answers all of our questions. Can highly recommend Ben and LBW as a result.
Sean Gleeson
Sean Gleeson
22:07 21 Jan 20
We use LBW exclusively for our personal and business tax requirements. The team are very professional and competent. The coffee is good also 🙂
Benny Backflop
Benny Backflop
22:33 02 Mar 17
We have been dealing with Simon and Ryan for years for all of our tax requirements. They guys are super friendly and know their stuff.
wholebodyco.
wholebodyco.
22:24 02 Mar 17

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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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