LBW Chartered Accountants

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  • LBW Family Office Services

    LBW Family Office Services

  • LBW Succession Planning - Exiting Your Business

    LBW Succession Planning - Exiting Your Business

  • LBW Self Managed Superannuation Fund

    LBW Self Managed Superannuation Fund

  • LBW Financial Planning

    LBW Financial Planning

  • LBW Business Advisory Services

    LBW Business Advisory Services

  • LBW Estate Planning – Post Death Asset Planning

    LBW Estate Planning – Post Death Asset Planning

  • LBW Audit and Assurance

    LBW Audit and Assurance

  • LBW Taxation Services

    LBW Taxation Services

  • LBW Business Valuations and Forensic Accounting

    LBW Business Valuations and Forensic Accounting

LBW Family Office Services

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.

We have a network of contacts which enable us to direct the client to the appropriate resource while we coordinate the delivery and stand behind the results.

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LBW Succession Planning - Exiting Your Business

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.

Succession planning is important for a variety of reasons, including retirement, transition of business into the next generation, or exit for other reasons such as health issues of the principals. Options could include selling the business to third parties, buy out by management or employees, mergers or transfers to family members.

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LBW Self Managed Superannuation Fund

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.

Why Choose LBW Self Managed Superannuation Fund Services?

Superannuation law is a delicate and complex area and personalised planning and expert advice is required for each individual. At LBW we are superannuation experts and can assist you with the appropriate superannuation advice that will allow you to reach your goals.
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LBW Financial Planning

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.

Why choose LBW Financial Planning?

This is your introduction to a professional financial practice that can help you manage all of your financial matters with ease and confidence.

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LBW Business Advisory Services

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.

This means our accountants have ready access to a large pool of knowledge regarding the latest changes and developments in the financial sector as well as access to experts in the field should your circumstances require that extra attention.

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LBW Estate Planning – Post Death Asset Planning

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.

Why choose LBW Estate Planning Services?

We will liaise with solicitors who specialise in the law relating to estate planning and estate administration. The executor and trustee of a will are also required to perform a number of duties, which we can also discuss with you.

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LBW Audit and Assurance

LBW Chartered Accountants is experienced in the audit of all types of organisations in 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.

Why choose LBW Audit and Assurance Services?

We undertake regular reviews of our audit processes to ensure best practice, while providing the most cost effective procedures.

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LBW Taxation Services

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.

Why choose LBW Taxation Services?

LBW is one of Geelong’s largest and most reputable accounting firms which in itself has been serving the business community for over 25 years. Two of the partners of our firm have a Masters of Taxation through the University of Melbourne.

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LBW Business Valuations and Forensic Accounting

(Incorporating Litigation Support and Specialist Business Services)

There are a number of events in a business lifecycle that may require a formal valuation.

Typically these events are when a business is being acquired or disposed of. However there are many other occasions where a formal business valuation may be required to:

Obtain Finance; Succession planning;
Settle a dispute; Income and Capital gains Tax issues; and
Admit or remove a partner or shareholder; Matrimonial breakdown.
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  LBW Chartered Accountants
PO Box 4115
Geelong
Victoria 3220
AUSTRALIA
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